Users & Permissions
Memba CRM is pre-configured with a number of User Types and their permissions (what your users can see and do) can be configured by an administrator. There is one account owner - this is the person who signs up - and account admins (people on your team will will manage your members). Then we have the members and the organisations these members work for. Let’s go over each in more detail...
Account Owner & Admin Users
Account Owner: there is only one account owner. By default, the account owner is the person that signs up on the mymemba.io website, although this can be changed by you by transferring ownership to another admin. The account owner is typically the owner/director or manager of your organisation. The application can be configured to your organisational requirements by the owner or an admin user.
Account Admins: Account admins are privileged users of the application and they work with the account owner. There can be up to 10 account admins, depending on the plan you're on. These can be added/created by the account owner on sign up or afterwards in account settings. The Account Admins do the day-to-day tasks of managing your organisation’s members, such as updating member records, adding notes, creating events, publishing news and moderating the forum discussions.
Heads up: The Account Owner and Admins work for the same organisation. The account owner organisation can have many member organisations and member organisations can have many individual members.
Members
Member Companies: These are your individual membership organisations that may pay a membership subscription to you. Member companies are made up of individual members, usually their employees. One of these members can be assigned as a Lead Member, which gives them additional privileges and viewing permission. All other members are classed as standard members.
Lead Member: There can only be one lead member in any Member Organisation and it’s up to you to optionally assign this role to one member. Once assigned as a lead member, this user can add other members and they will be automatically assigned as belonging to the same company as the lead member. Members must belong to a specific company or if they are individual members (meaning they pay a direct subscription to you) then they will be tagged as an independent member. The Lead Member can update and manage their own members and update their company's profile/settings.
Standard Member: This is the default membership type; a standard user of the application with the lowest level of access. They can view and edit their own profile and access other content that you choose to make available to them.
Associate Member: This is a special type of member, such as a supplier to you or your member organisations. An Associate Member has restricted access to the platform and these options can also be configured in your settings.
Audience: At various points in the application the admin user can select an “Audience” (e.g. to send out an Event Invite, Post a News item etc.) they must choose one or more of the following user types:
All Admins (send something or make visible to all Admins)
All Members (send or make visible to members)
All Members of a specific organisation (send or make visible to all members in one specific organisation)
All Members of a Smart Group (send or make visible to all members of a specific smart group). More information about smart groups on the following page.
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