This article will walk through how to associate a Dues Definition to a status or access group for the upcoming year. Make sure you are updating statuses for the next League year for any Members that are changing statuses.
Required Access:
You will need Dues Administrator or Administrator administrative access level.
Where to Go:
- From the Member Portal, click on Admin > Member Management
- Find Dues Management > Dues Definition Assignments
Assigning Dues to a Status:
- Click the plus sign on the right side of the page to create a new assignment.
- Select a dues definition from the Dues Name dropdown.
- You have the option to assign based on Status Name or Access Group.
- Status Name - click into the Status Name field and select a Status that should have this dues item as an option. To assign another status, click on the Status Name field again and select another status. Repeat this step as many times as necessary to associate the dues item with all of the desired statuses.
- Access Group - This is commonly used for scholarships, corporate matching, and other special cases were only a certain group is assigned a dues definition. Below Access Groups, you can find the access groups to assign the dues definition to. Take note, the dues requirement is still based on status.
- Status Name - click into the Status Name field and select a Status that should have this dues item as an option. To assign another status, click on the Status Name field again and select another status. Repeat this step as many times as necessary to associate the dues item with all of the desired statuses.
- After selecting the options, click Save. Your assignments will be visible to the Members based on what was configured per status or access group.
Un-assigning a Dues Definition
If you are no longer offering a dues payment option defined in a dues definition, you can disable the dues definition by unassigning the member statuses currently assigned to the dues definition. This will leave the dues definition intact, but it will not be visible to any members. This can be used to temporarily enable/disable dues definitions if you want to offer payment plans only at certain times of the year.
- In the Dues Status Listing screen, click the "X" next to the Dues Definition. This will unassign the statuses from that definition. The dues definition will still appear in the Dues Definition Listing screen, but will not be visible to members.
