You can have two types of members on Raklet: a regular member and a corporate member. A regular member is an individual. A corporate member is a group, used for options like families, companies, or mentors/mentees. A corporate member includes a group of people under its name, called sub-members.
To create a regular member, you can log into your account and go to the Contacts tab on the left side of the page. Then, click on Add Contacts in the upper right corner.
On the screen that pops up, if you click on Person and fill out the information, you will create a regular member.
To create a corporate member, you need to click on Company instead of Person. After filling out the information, you will have a corporate member!
Adding Corporate Sub Members
You can add sub-members to the corporate that you just created by simply clicking on the company you want. You will see a Sub Members heading under the profile information. Click on Add, choose Person, and fill it out. Now you have a corporation sub-member!
Another way you can add a sub-member is by clicking on an existing contact. You can go to Membership -> Type -> Corporate sub-member. Then type in the name of the Corporate, and click on Update.
Here is a short video of how to add a corporate sub-member: https://www.loom.com/share/498cdc7408404d02bb8d1e38f732f2f7
Giving Roles to Corporate Sub-Members
When you log in to the profile of a corporate member, you will see a sub-member box on the admin panel on the left side of the page. There is an option that says “is responsible”. When you click on it, you will be able to change the responsibilities of a sub-member as you like.
Payments for Corporate Members and Corporate Sub-members
The payment process for corporate members and corporate sub-members are independent from each other. For example, even if the corporate member signs up for a paid plan, the sub-member can sign up for a free one. Even if the corporate member cancels their membership plan, that does not affect the plan of the sub-member.