Within the corporate membership profile, there are two options to transfer the primary member role. Go to Members, click on the dropdown, and select “Transfer primary member role.”​

Option 1: Transfer within profile

• Transfer primary membership to an existing member in the same profile.​
• Select the target member from the dropdown, confirm, disable the notification email for this action if needed, and optionally update purchaser information, which will affect future invoices and renewals.​
• Both people remain in the profile; they simply swap roles so one becomes primary and the other becomes regular.​

Option 2: Transfer to a new contact/contact from CRM

• Transfer the primary member role to a person who is not yet part of the profile but either exists in the CRM or is a completely new contact added on the spot.​
• The email can be prepopulated and you can disable the notification email for this action if needed.​
• When transferring the role outside the profile, the original primary member is removed from the profile due to member slot limits, so the total number of members does not exceed the available slots.​

Result and email notifications

• After the transfer, the new person is shown as the primary member for this company within the association.​

• Both the new primary member and the additional contact receive emails informing them of the change in primary member role.

   

   

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