In order for a group manager to purchase a membership product for a group member, the My Membership Summary control needs to be dropped on the group member’s profile page. In addition, a group manager can purchase a membership product for a individual on his/her roster as long as the group manager has the permissions to be able to purchase a product for a group, edit an individual's profile, and the product was enabled for group purchase. See Configuring the Back Office Settings for Group Management for more information.Group managers can purchase a membership product for an individual in their group; however, as of 7.5.0, corporate join is NOT part of base. In addition, there is no renewal or member join control for company records. The existing My Membership Summary control expects an individual’s information and serves as the starting point for a group manager to purchase or renew a membership. The My Membership Summary control only supports "I" records. See Membership Summary Control for more information. However, using the Pay Open Balances control, group managers can pay a balance for ANY customer type. See Pay Open Balances Control for more information.
For the Chapter Management workflow, in order for chapter managers to view the most up-to-date roster, staff users have to run the following three reports in the back office: 