When your space grows across locations, and your community grows, keeping member records current often falls through the cracks. By delegating internal company management to the company's Contact and Billing Persons, you can avoid the back-and-forth of status update requests.
With this feature enabled, a company's Contact Person or Billing Person can create company members and change their status to Active, Contact, or Former from the Member Portal. With it, you unlock the following benefits:
Door Access and Printing integrations can automatically grant access only to active members.
Admins can always change member statuses from the Admin Portal.
Before you start
You must have an admin with the "Owner" role to enable the global setting.
Turn on company team management
You must first activate the setting that allows company contacts to manage their team members.
Open the Flex Admin Portal and go to Settings > Operations > Community.
Select Allow Contact Persons to manage their company's member directory.
Click Update.
When this setting is on, all contact and billing persons can manage their company members in the Member Portal.
What contact and billing persons cannot change
Some actions remain restricted to prevent accidental changes to access.
Company contact and billing persons cannot:
Change their own status.
Change the status of members outside their company.
Change the status of a member with an active membership.
Admins can still manage all these cases from the Admin Portal.
What happens when a member becomes non-active
If a member's status changes from Active to Contact or Former:
They lose access to the Member Portal.
This helps operators quickly confirm that access changes were intentional.
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