How to create group memberships with MemberSpace

MemberSpace makes it easy to set up group memberships, such as when a company purchases access and then provides it to their employees. This guide explains how to configure your group membership using the "one-size-fits-all" model.

Decide on Your Business Model

There are multiple ways to structure group memberships. This guide focuses on a "One-Size-Fits-All" model, where:

• A company pays for access.
• The company’s employees get free access.

Create Two Membership Plans

After you decide on your business model, it's time to create plans.

1. Create a Paid plan (for Companies). This “Corporate Access Plan” is a publicly visible offering designed for companies to purchase. It provides access to designated protected pages and exclusive content.

   
   

   The key thing to remember is this is the plan the actual corporation will be signing up for (not their employees), so make sure the wording and pricing reflect that. It probably makes sense to create a custom note in your Member Menu or website for the corporation to be sent to automatically after signup & login just to give them context about next steps, how to contact you for support, etc.

2. Create a Free Private plan (for Employees). This “Employee Access Plan” is a private plan that provides employees with free access, offering the same or customized access as the paid plan.

Distribute the Free Plan

Once a company joins the public paid plan, you can choose one of two methods to give their employees access to the free private plan:

1. Send a private link

   Provide the company with the private sign-up link to the free plan. Employees can use the link to register for free.

2. Bulk import the employees

   Ask the company to send you a list of employee names and emails. You can manually invite these employees or contact [email protected] to run a bulk import.

Managing Group Memberships

Tips to setup a successful group membership

• If a company cancels their paying account, you'll want to make sure all the free access is removed as well. To do this, simply disable the plan and uncheck any access to Collections.
• Employees will all have free access until manually canceled or removed by a site admin. It's important to remind the paying company to let you know whenever they need you to manually remove an employee's access and then you can do that in the Members section of your MemberSpace backend.

• If you have any kind of limit on the number of employees that can be part of the plan, you'll need to manually monitor that by filtering your member list by plan name. Once that limit is reached you can disable the plan to ensure no more signups.