Multi-Member Manager
Link: https://support.brilliantdirectories.com/support/solutions/articles/12000030828-multi-member-manager
Overview
The Multi-Member Manager add-on allows individual members to manage multiple listings from one master account. The main account holder can quickly create, edit, and switch between multiple business listings.
Perfect for websites that list banks, restaurant chains, retail stores, real estate firms, and more!
How To Get This Add-On
- Websites with the VIP Add-Ons Club automatically have this add-on available: Join The VIP Add-Ons Club
- Purchase Individually: Multi-Member Manager Add-On
Enabling the Add-On
Navigate to Finance >> Membership Plans:
Click on "Edit" for the membership plan that can have access to the multi-listing add-on:
Click on the "Post Publishing" tab, and then check the boxes for the Sub Accounts feature:
Activate - This will activate this add-on for this membership level.
Hide Parent Account - this will hide main account but it will display all the sub accounts that were created.
Show Sub-Account Tab - This will activate a tab in the member's main account showing a link to the sub accounts.
The admin can also limit the number of sub accounts members can have by toggling the "Max Limit" number. This option will only become available if the Limit Post Per Member add on is enabled on the site:
The admin will be able to tell easily which members are sub accounts and which member is their parent by simply going to Members - Search Members:
The admin will also be able to assign already created members into a sub account:
Important: The member being assigned to a parent account must be in the same membership plan. It will not allow the sub accounts to be in different membership plans.
How to Create a Sub Account:
The member will need to be logged into an account that has access to this. Once they have access, the member can go to their dashboard and add a sub account through here:
The main account can copy their information to save time instead of typing everything from scratch, however, if they wish to add a new sub account with different information they can do so:
The admin must input a new password if they are copying from the Master Account, if not it will not create the sub account:
The main account will be able to easily login and edit the sub accounts:
If the main account logs into one of the sub accounts, they will be able to easily go back to the main account with a click of a button:
Sub-accounts will not be able to upgrade individually, the main account will have to upgrade if they wish to upgrade the sub-accounts as well:
Important: If the main account is set to inactive, they will not be able to create new sub accounts. Also, when a Parent account is deleted or canceled, all sub-accounts linked to the main account will also be canceled. When doing so, it will display a warning message as shown below:
The message above is the text label delete_sub_accounts_text that can be edited in Settings > Text labels as shown below
Importing Subaccounts
Sub accounts can be imported. The column for this is the "parent_id", in this field the ID of the parent account needs to be specified.
ยป How To Import Members Via CSV File
Advanced Setting
Match Sub Account Status To Parent Account Ad
When set to "On" (default), the status of Sub Accounts (Active, On Hold, Past Due, Cancelled) will automatically update to match that of their parent account.
When set to "Off", the status of Sub Accounts will be independent of their parent account, and must be manually updated by an Admin when the status of the parent account changes.
