How do I create and assign member types?

Plan limits:

• Starter: no member types
• Plus: three
• Pro: five
• Full Platform: unlimited

See Be Collective's product plans & pricing.

Member types help you label members (for example Staff, Volunteer, Board member, teams, or locations).

Create or edit member types

While creating a group:

1. On the Details step of the create-group wizard, set member types

After the group exists:

1. Open your group management page

2. Open the more menu (⋮) → Edit group

3. Open the Details section

4. Under Member types, add or edit types — type a name and add it

Defaults often include Staff and Volunteer, with Board member available. Your plan may show a limit reached message.

Assign member types to members

1. Open your group management page

2. Open the Members tab

3. Click Manage next to a member

4. Assign member types from the member management screen

Related

• How do I edit my group?
• How do I create a group?