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    Master / Sub Account Relationships

    Guides for setting up, managing, and troubleshooting master and sub-account relationships.

    📘 Getting Started

    • What are master-sub accounts?
    • What is the proper configuration for master and sub-accounts?
    • What are the requirements for implementing a master and sub-account relationship in the database?
    • 2.0 Training - Master/Sub Accounts

    🔗 Setting Up & Managing Relationships

    • How do I add a sub-account to a master account?
    • How does a master account invite sub-accounts?
    • Automatically link Sub Accounts to Master Accounts based on organization
    • How do I detach a sub-account from a master account?
    • Switching the Primary Contact on a Master account
    • What is a master / sub account loop?

    💳 Billing & Conversions

    • How does a Sub Account send an invoice to their Master account?
    • Can a member's Member Type change during Sub Account Conversion?
    • What is an Effective Expiration Date?

    🛠️ Suspensions, Reports & Imports

    • Hard Suspending Master Accounts
    • Master and Sub Account Suspensions - How do they work?
    • How can I pull a report of active Master and Sub Accounts?
    • How do I change the master account for an organization via import?
    • Master & Sub-Account Improvements!
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