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Corporate Member vs. Regular Member
Corporate Member vs. Regular Member

You can have two types of members: corporate or regular. Check out the article to see what they are and how they work.

Updated over a year ago

You can have two types of members on Raklet: Regular Members and Corporate Members

A regular member is an individual. A corporate member is a group, used for options like families, organizations, companies, or mentors/mentees. A corporate member includes a group of people under its name, called sub-members.

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.

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 β€œis 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 is independent of 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. So if you want your corporate sub-members to benefit from the plan that their corporate member paid for, it is suggested to create two plans with the same name (paid & free), and once the corporate members pay for the free one you can subscribe the corporate sub-members to the free one. Even if the corporate member cancels their membership plan, that does not affect the plan of the sub-member.

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