Hello,

I am writing because I cannot figure out a good master/subaccount relationship within YourMembership for my organization’s need/wants. I have many questions. I’ve already looked through the support articles for answers, but I do not believe there are any yet.

1. My organization would like to supply some member types with X number of subaccounts. This is easy. We would like to give the option for these member types to also purchase additional subaccounts if they would like to. Is there a streamlined way of doing this on the backend, perhaps in the e-Commerce tab with the online store?
1. If there is not a streamlined way of doing this, what would be the process of purchasing an additional subaccount and then having that be attached to the master account? Something like…

1. YM Admin creates “Additional Subaccount” product in online store
2. Member goes to online store and purchases “Additional Subaccount”
3. As this is not streamlined to automatically attach to member account, YM Admin receive confirmation message of purchase and edits member account to update to the appropriate number of Subaccounts.
4. YM Admin notifies member of change.
5. Member is able to assign Additional Subaccount as needed.

2. What consideration has there been for allowing/empowering master accounts to add their own subaccounts to their master account?
   
3. As I understand it, master/subaccounts are tied to the membership of the master account; therefore, if a master account renews, the subaccounts also automatically renew. However, if a master account fails to renew on time, all subaccounts associated with that master account will lose member access. My organization wants to ensure that master accounts are paying for any additional subaccounts associated with the account over the designated 3 subaccounts.
   1.  Is this possible to calculate with the Dues Rule option? I've tried testing this, but for some reason, it is not working -- I'm not seeing the resulting calculations on my test account.
   2. Is there another way to do this?
      1. I've recently found that, of course, we can manually change the number of subaccounts in individual accounts, but the system only recognizes the number of subaccounts for the member type in general. I just tried creating a custom field for "Subaccounts" and changed the Dues Rule for this custom field and it still isn't yielding the correct results.
         
   3. For example, we will provide 3 subaccounts to an Organization Member. This member purchases another additional subaccount for $X. When it comes time to renew, the renewal price should be the base member dues plus this additional $X for the additional subaccount.

I'm absolutely stumped and would appreciate any support or hopefully good news that an enhancement like this is coming in the future. Thanks!

the simplest thing may be to create additional member types that are "Company + 4 Employees", "Company +5 Employees", etc. Substitute whatever your type nomenclature should be. You should be able to create a dues rules to make the extra charge - make the "Additional Employees" custom field a drop down with 1, 2, 3, 4 - I am assuming they could add more than 1 extra seat - and then create a rule that pulls off of the results of that. I have a custom field that is Annual Revenue that pulls a different dues amount based on the information in that custom field.

We have our organization set up similarly to what H. Blush is describing. We have an individual, couple, family of three, family of four, family of five, and family of six or more, and each of these can be for one, two, or three years. Unfortunately, it makes for a lot of membership types and a very long dropdown box, but we could not make this work any other way. For memberships beyond six members, we use the membership modifier field and allow members to add additional members — again for one or two, or three years. We originally set up just a family membership that started with three and tried to have everyone use the modifier "additional family members" for more than three, but it ended up confusing too many members. We found that it was easier to create memberships for four, five, and six or more, and that covered most of it. Very few of our families have more than six.