Membership cascading for Organizations with Parent/Child hierarchy

Ryan Knuth
Ryan Knuth
  • Updated

The Membership Cascading feature in Wicket aims to simplify membership administration by automatically replicating memberships from parent to child organizations, and automatically creating membership assignments for people with an active Relationship to a member organization.

What problem is Membership Cascading solving?

Within Wicket, Organization hierarchy can be set using the "Parent Organization" field on a profile.

Wicket can be configured to allow membership added to a Parent organization to cascade down to all Child organizations automatically. In addition, any Person with an active Relationship to any of the organizations will be given a membership assignment.

The membership cascading can be configured for all membership tiers in your Wicket install, or only specific tiers. This can save administrators time when managing membership for related organizations.

To enable Membership Cascading, please contact Wicket Support.

How does Membership Cascading work?

Organization Membership Cascading

Within Wicket admin, configure the Parent/child hierarchy for the organizations. First, create your Organizations and use the "Parent Organization" field to create the connection. See the article Add an Organization for more instructions.

Next, on the Parent organization, add the desired membership tier.

The membership will be applied to the Parent organization, and will also then cascade to any Child organizations.

If the Parent organization's membership tier is updated, such as a different tier or end date, this will also cascade to any Child organizations and person membership assignments.

Person Membership Cascading

For any People records that have an active relationship to the Child org, they will receive membership assignments when the cascading is triggered from the Parent org. The Start and End dates will match those of the org's membership.

If the Parent organization's membership tier is updated, such as a different tier or end date, this will also cascade to any Child organizations and person membership assignments.

 

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