Summary:

Managing memberships of client accounts can be done in the ‘Client Accounts’ section of Customer Support. This feature allows Customer Support users to link client accounts to partner accounts.

Usage:

Clicking the ‘Add Membership’ button will bring up a modal titled ‘New Membership.’ In this modal the Customer Support user can select which client account will be linked to a partner by either choosing a client account from a drop-down menu or by typing in the name of the client account to search the drop-down menu for it.

Once selected the Customer Support user can complete the same process for the partner account that the client account will be linked to. Once both accounts have been properly selected the ‘Create Membership’ button needs to be clicked. This only works if the client and partner are both already signed up on the Hope Trust platform.