Managing Group Memberships in Agend AMS

Objective

The objective of this tutorial is to guide AMS admins on how to

• add new team members to a group membership manually,
• remove existing team members from a group membership, and
• update the owner of a group membership in Agend AMS.

Key Steps

1. Accessing Group Memberships
   • Navigate to the WordPress dashboard.
   • Click on “Memberships” under e-commerce.
   • Select “Teams” from the top menu to view all group memberships.
2. Adding a Team Member
   • Choose the group membership (e.g., Testing Company Limited).
   • Click on the “Add Member” button.
   • Search for the user to add (e.g., William Scott) and select.
   • Click “Add Team Member” and update the change to CRM.
3. Removing a Team Member
   • Click on the “Remove” button next to the user’s name (e.g., Henry).
   • Confirm the removal by clicking “Delete User Memberships” and “Remove Member”.
4. Changing the Owner
   • Locate the owner field on the right side of the screen.
   • Search for the new owner within existing team members (e.g., William Scott).
   • Select the new owner and click “Update”.
5. Editing Subscription Order
   • Open the subscription link in a new tab.
   • Update customer details to reflect the new owner (William Scott).
   • Click on “Load Billing Details” to update billing information.
   • Click “Update” to save changes to the subscription.
6. Finalizing Changes
   • Ensure all changes are saved.
   • Click “Process WP Fusion Actions” to update tags in CRM.
7. Closing

Cautionary Notes

• Ensure that the maximum number of members allowed in the group membership is not exceeded.
• Ensure that the new owner selected is an existing team member of the group membership.
• Double-check all changes before updating to avoid errors in membership management.
• Make sure to update the subscription details so the new owner can receive billing information.

Tips for Efficiency

• Keep track of the number of members in each group membership to avoid exceeding the limit.
• Use the search function in the CRM database to quickly find and add new team members.
• Verify all changes before clicking on the “Update” button to prevent errors.
• Regularly review and update group memberships to ensure accurate ownership and membership details.