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MemberPress Corporate Accounts

Guide to Setting Up Corporate Accounts in MemberPress for WordPress

Welcome to your comprehensive guide on setting up and managing Corporate Accounts in MemberPress for WordPress. This guide will walk you through everything from understanding what Corporate Accounts are to best practices for managing them effectively.

What Are MemberPress Corporate Accounts?

MemberPress Corporate Accounts allow you to create parent-child relationships between user accounts. A primary account holder, often an organization or company, can manage a group of sub-accounts under a single membership. This feature is ideal for businesses that want to provide access to multiple employees without requiring each person to sign up individually.

Key Features

  • Parent Accounts: The main account that holds the membership and manages sub-accounts.
  • Sub-Accounts: Individual user accounts linked to the parent account.
  • Account Management: Parent account holders can add, remove, and manage sub-accounts directly from their dashboard.

Why Use Corporate Accounts

Corporate Accounts streamline the process of managing multiple users under a single membership. They are beneficial for:
  • Businesses and Organizations: Provide access to training materials, resources, or premium content to all employees.
  • Educational Institutions: Allow teachers or administrators to manage student access.
  • Bulk Membership Sales: Simplify the purchase and management of memberships in bulk.

Benefits

  • Centralized Management: Easy oversight of all sub-accounts by the parent account holder.
  • Cost-Effective: Often more affordable than individual memberships for each user.
  • Simplified Onboarding: Quick addition of new users without complex signup processes.

How to Set Up a Corporate Account in MemberPress

Setting up a Corporate Account involves creating a membership level that allows sub-accounts and configuring the necessary settings.

Step 1: Install and Activate the Corporate Accounts Add-on

  1. Navigate to your WordPress dashboard.
  2. Go to MemberPress > Add-ons.
  3. Find the Corporate Accounts add-on and click Install Add-on.

Step 2: Create a New Membership Level

  1. Go to MemberPress > Memberships and click Add New.
  2. Enter a Title and Description for the membership.
  3. Set the Price and Billing Type.

Step 3: Enable Corporate Account Settings

  1. In the Membership Options, navigate to the Advanced tab.
  2. Check the box for This is a Corporate Account.
  3. Set the Number of Sub-Accounts allowed.
    • You can choose a fixed number or allow the parent account holder to purchase additional sub-accounts.
  4. Configure any additional settings as needed.

Step 4: Publish the Membership

  1. Review all settings to ensure they are correct.
  2. Click Publish to make the membership active.

Managing Your Corporate Account and Users

Once a customer has purchased a Corporate Account membership, they can manage their sub-accounts directly from their account dashboard.

For Customers: How to Manage Your Corporate Account

  1. Access Your Account Dashboard
    • Log in to the website and navigate to the Account page.
  2. View Sub-Accounts
    • Click on the Sub-Accounts tab to view all linked users.
  3. Add Sub-Accounts
    • Click Add Sub-Account and enter the user’s email address.
    • An invitation email will be sent to the new user.
  4. Remove Sub-Accounts
    • Click the Remove button next to a sub-account to revoke access.
  5. Manage Sub-Account Permissions
    • While sub-accounts inherit permissions from the parent account, you can customize settings if needed.

Best Practices for Managing Corporate Accounts

To ensure a smooth experience for both administrators and users, consider the following best practices.

Regularly Update Sub-Accounts

  • Audit Users: Periodically review sub-accounts to ensure only current employees or members have access.
  • Onboarding and Offboarding: Implement a process for adding new users and removing those who no longer need access.

Communicate with Sub-Account Users

  • Provide Clear Instructions: Offer guidance on how sub-accounts can access and use the resources.
  • Set Expectations: Inform users about any policies or guidelines they need to follow.

Monitor Account Usage

  • Track Activity: Use MemberPress reports to monitor how sub-accounts are utilizing the membership.
  • Adjust Membership Levels: If needed, adjust the number of allowed sub-accounts based on actual usage.

Stay Updated

  • Keep Plugins Updated: Regularly update MemberPress and the Corporate Accounts add-on to the latest versions.
  • Follow Best Practices: Stay informed about any changes or new features by checking the MemberPress documentation and tutorial videos.