Kavi® Members Help
Table of Contents
The Add Individual Membership Type tool is used to create new individual membership type groups.
Membership type groups may be created for two reasons:
- To define dependencies between primary and dependent membership types
Kavi Members supports grouping structures with up to two tiers of membership levels: a primary and secondary (dependant) level. In two-tier membership systems, a group of primary membership types is defined as a prerequisite for a group of dependant, secondary-level memberships.
- To impose limits on memberships held simultaneously
In both single-tier and two-tier membership structures, the grouping mechanism can also be used to set a limit on the number of memberships within a group that can be held simultaneously.
Create a new individual membership type group.
Add individual membership type group details, including a name for this group, a description, dependency information, the maximum number of memberships in this group that a member will be allowed to have and select the membership types that belong in this group. When you are done adding this information, click Save.
Options:
- Group Name
The name of the membership type group.
- Description
The description of the membership type group.
- Dependency
If this is a primary membership type, select 'Primary Group — no dependencies. If this is a dependent membership type group, select the primary group on which membership types in this group depend.
- Maximum in Group per Member
Set the maximum number of memberships from this group that a member can hold simultaneously, or leave this field blank to allow unlimited memberships.
- Membership Types
Select the membership types that belong in this group.
You've just added a new individual membership type group, and the information is displayed for you to review.