Member Type: Entity Definition

Member Type: Entity Definition MEMBERSHIP --- MEMBER TYPES

• Name - Name of the the Member Type.
• Type - This field determines whether the member type will be for contacts or accounts. 
• Membership Activation - This controls whether or not manual intervention is required to set a membership to active. Setting this flag to Automatic (default) tells the system to automatically change a membership from Pending/Provisional to Active once the application is completed. Manual requires staff to periodically review completed applications and manually activate the memberships.
• Display in Directory - Allows you to control which member types are displayed in the membership directory on the portal, if one exists.
• Order Source - This field determines the source of the Order. If this field is not set, the system will default to the default member application order source entered on the Settings entity.
• Note: For more details on the Order Source Functionality, click here.

APPLICATION

• Application Form - This lookup field allows you to link custom questions to the membership application.
• Display on Portal - This controls whether contacts can view this Member Type on the Portal. 
• Terms - This text area allows you to enter the terms and conditions that applicants must accept when completing the online membership application.

APPLICATION FEES

• Toolbar that allows you to view and/or edit the fees due as part of the application process for this Member Type. For more information about application fees click here. 

REQUIREMENTS

• Toolbar that allows you to view and/or create requirements that must be fulfilled in order for an application for this Member Type to be approved. For more information about membership requirement click here.