Assign People to Organization memberships

Organizational memberships can have individual people assigned to the membership by either a Wicket admin (within the Wicket admin panel), Membership Owner, or Membership Manager (via your website integration depending on your configuration). The Membership Owner role can be granted to a person during the Assign membership to an Organization process.

Assign a Person to an Organizational membership

1. Navigate to the Organization's Membership page in the Wicket admin panel, and click "Manage assignments" for the correct Membership.
   
2. Within the Manage Assignments step, click "Add Assignment."
   
3. The Add Assignment form will open. Within this form, search for an existing person record to assign by the person's primary email address, or name.
   
   Note: If the person does not yet exist in Wicket, please add them first then come back to this form.
   
   The "Starts At" date will default to today's date with the "Ends At" defaulted to the last day of the Organization's membership period. As a Wicket admin, you can override these dates if required.
   
   Once completed, click "Save."
   
   
   The assigned people members are now displayed under the Organization Membership.
   
   
   
   
4. Repeat the above process for each person you'd like to assign to the membership.
   
   Note: The configured limit of assigned people for an organizational membership will limit the number of active assignments you can add. Inactive assignments do not count towards the limit. An error message will be displayed if you attempt to add more assignments than the maximum allowed.
   
   

Edit or Delete a Membership Assignment

When a Person leaves an organization you may need to adjust the membership assignments. This can be accomplished by editing their Start and End Dates, or Deleting the assignment altogether.

Edit a Membership Assignment

1. Navigate to the Organization's Membership page in the Wicket admin panel, and click "Manage assignments" for the correct Membership.
   
   
   
2. Click on the Person assignment you'd like to Edit.
   
3. Edit the Date(s) and click "Save."
   
   
   The new Dates are saved.

Delete a Membership Assignment

1. Navigate to the Organization's Membership page in the Wicket admin panel, and click "Manage assignments" for the correct Membership.
   
   
   
2. Click on the Person assignment you'd like to Delete.
   
   
   
3. Click "Delete Assignment."
   
   
   
4. Click "Really delete?" to confirm.
   
   Note: The delete action is permanent.
   
   
   
   The assignment is now deleted.