Members and companies have different statuses and labels depending on different parameters or events. This article goes over the different labels and statuses that members and companies can have and what they mean.
Company and member statuses
The platform automatically sets OfficeRnD member and company statuses. They result from the memberships and one-off fees that the members have. However, you can also manually select the status at any time.
Contact – A community member (company member or an individual) who doesn't use any of the space services and membership plans.
Inactive – A company that has no memberships or has never consumed products.
Active – Member or company with at least one active membership.
Drop-in – A company or a member who is an occasional user in the space and has purchased at least one one-off service. It could also be a former member who consumed one-off services after leaving the space.
Pending – Individual or Company who has a starting membership in the future. It could be either a new or former member who will restart their membership.
Lead – Individual or Company that has open opportunities.
Former – Individual or Company who has terminated all their memberships.
Not Approved – Valid for individuals and companies, and it can be achieved when a member adds a plan requiring approval through the sign-up flow.
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.
Company and Member status correlations
The following correlations apply between the member status and their company status when the member status is set to Auto:
As long as the company's status is Active, the status of its members will be set to Active as well, unless they have been manually set to Former/Contact.
When a company member without memberships gets a personal membership, this sets the status of the company and its members to Active, unless they have been manually set to Former/Contact.
Labels
OfficeRnD member and company labels are added automatically by the platform.
New - A member or a company that has a single membership that starts this calendar month.
Upgrading - A member or a company with an existing membership that has a new membership starting this calendar month.
Downgrading - A member or a company with one or several terminated memberships ending this calendar month.
Leaving - A member or a company with all memberships ending this calendar month.
Read next