MemberPress Corporate Accounts

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Corporate Accounts Add-on

This add-on is included with your purchase of the MemberPress Developer Edition.

The MemberPress Corporate Accounts add-on enables you to specify a membership with a parent and any number of child or sub-accounts. For example if you have a corporate user and they need a membership that allows them to sign up their employees. Or if your membership is for parent and their children need to be associated with their account.

Installing Corporate Accounts

Requirements

The Corporate Accounts add-on requires MemberPress 1.3+ and the MemberPress Importer add-on to be installed.

Install

To install the Corporate Accounts add-on (or any MemberPress add-on) simply go to the "Activate" menu, find the add-on and select to "Install". This will automatically download and install the plug-in.

Alternatively you can also download and install the Corporate Accounts add-on here: MemberPress Add-ons

Install the Add-on

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Corporate Membership

Now that the add-on is installed, next create a membership for your corporate (or parent) members to sign up for. Once this is setup every member who signs up for a membership will have the ability to add whatever number of sub-members you allow to their membership without paying. These sub-account members will have access to everything their parent corporate account member does (except for the corporate account member's account information and billing information).

To do that, create a membership just as you normally would. In the Membership Options panel, select the "Advanced" tab. Check the box "Subscribers to this Membership are Corporate Accounts" and set the number of sub-accounts allow for this membership.

Corporate Membership Options

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Members with Corporate Accounts

Any member that signs up for your corporate account membership will become a parent member for this membership. After they sign-up you can manage them by editing their member profile. Near the bottom of the member's user profile you'll find the "Corporate Accounts" section. This is where you'll be able to change the limit of sub-accounts as well as easily navigate to the sub-accounts.

Corporate User Profile Options

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Managing Sub-accounts

Both the WordPress Admin and the member with a corporate account can manage sub-accounts for it. As the Administrator you'll be able to manage sub-accounts by going to the user's profile and selecting the "Manage Sub Accounts" button in the "Corporate Accounts" section.

But the real power of the Corporate Accounts add-on is that the member with the corporate account can manage their sub-accounts by logging into to their "Account" page, selecting the "Subscriptions" link, and then clicking the "Sub Accounts" link for the listed membership.

Finding Sub Accounts

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Managing Sub Accounts

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Importing Sub-accounts

Both the WordPress Admin and the corporate user can import sub-accounts.

As the WordPress Admin you can navigate to the "Import" menu. Here, select to import "Corporate Sub Accounts" from the first drop-down.

In the "Parent User" field type the username of the parent/corporate user. Once found, select it and the correct corporate membership will be automatically selected.

Finally select the CSV file of sub-accounts and upload. A sub-account will be created for each row. If a sub-account already exists, the data in the row will update the existing attributes.

The WordPress Admin import is capable of importing an unlimited number of sub-accounts ... as opposed to the import in the corporate member's account page which limits imports to 200 rows.

Import Sub Accounts As WordPress Admin

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Import Sub Accounts As Corporate User

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Sub Accounts CSV

The only fields needed for the CSV are:

* Username ("username")
* Email ("email")
* First name ("first_name")
* Last name ("last_name")

Here's a link to a sample corporate sub-account member import file:

Corporate Account Sub Accounts (CSV)