Books
>
Help Center
>
Memberships
>
Essentials of Membership
>
Administering members
menu

How do I archive a membership?

A member's membership can only be archived and not deleted. This is so that you have an audit trail for all transactions associated with this member.

 

To archive an active membership:

  1. Click Memberships > click Members.
  2. Search for a member order profile.
  3. Click Profile beside the member's name.
  4. Click Change beside the Membership to be archived.
  5. Change the Membership Status to Archive.
  6. Enter the Membership End Date by clicking the calendar icon.
  7. Click Save Membership

 

To archive a pending membership:

  1. Click Memberships > click Members.
  2. Click the Memberships Pending Activation tab.
  3. Click Archive beside the member's name with their pending membership.
  4. This will move the membership to the archived folder.

 

Tip

Refresh your page to see the update.

 

Was this information helpful?