In OfficeRnD, each member of your community has a Status that gives you information about their memberships and tenancy status.
In some cases, you need to change the status of a member manually. This article will explain more about how these statuses are set automatically and how they can be changed manually, and it will offer a few examples of when this may be needed.
Please check our Member Statuses and Labels article for more detailed information on all available statuses and labels.
How Statuses are Calculated
In OfficeRnD, statuses are calculated automatically and depend on whether someone has an active membership.
A Company will always have its status calculated automatically. It cannot be changed manually. All members that are a part of a Company would have their status automatically set to the Company's status, as long as the member's status has not been adjusted manually.
A Member will have their status calculated automatically by default, but that status can be changed manually. A manually set status will not update on its own under any circumstances.
How to Edit a Member's Status
When you need to change the status of a member manually, follow the simple steps below:
Open the Member's profile from Community
> Members.Click Edit to edit the member's details.
Open Status and select the status you want to set for that member.
Click Update.
Once you do that, the member's status will be changed immediately.
Note:
If you manually set a company member's status to Former or Contact, their access to any apps, such as Member Portal or Mobile apps, is revoked. They retain access if they become Former due to their membership expiring.
If you manually set a solo member's status to Former or Contact, they retain access to all apps.
When Should I Change a Member's Status
There can be many reasons to change a member's status. We will cover a few often-encountered situations below.
Change to Former - When a teammate of a Company leaves that company, you will manually change that member's status to Former. That way, you will keep the information about how this member used your services, but they would no longer be marked as an active member of that company.
Change to Contact - Contacts are members of a Company that are part of their team but are not using your services. These are often accountants who need to receive billing notifications or the owner of a company who would like to be contacted about changes to the services you offer, important events, or to be kept as a contact simply should you need to speak to them.