An application group lets you submit membership applications for several people and pay for them in one order. Use this article to start a group, find groups you have already started, and rename, change, or delete a group while you are still working on it.
Prerequisites
- You need to be signed in to the Portal.
- Your association must offer at least one group application process that you are eligible for. For this option to appear, your association must have enabled group membership applications in Membership setup, installed the Group Membership Application portal feature, and created at least one group application process.
Start a Group
- Open your application group home page.
- Choose the option to start a new group application.
- Enter a group name and, if your association offers more than one group application process, choose the process this group should use.
- Save.
Result
Rhythm creates the group, makes you the group owner, and opens the group page so you can add people.
If You Don't See the Option to Start a Group
The option to start a new group appears only when at least one group application process is available to you and set up to show in the Portal. If you do not see the option, your association may not currently offer a group process you are eligible for.
If Group Applications Are Turned Off Entirely
Some associations do not offer group applications. If yours does not, your application group home page shows a message that group registration is not enabled instead of showing your groups and the option to start one.
See Your Groups
Your application group home page shows groups you are still filling in and groups you have already paid for. Choose a group name to open it, then review its process, status, and everyone you have added so far.
Tip
If you need to add a new contact to your organization before adding them to the group, use Member Organization Contacts to add them first, then return to the group. Starting or opening a group helps you organize and pay for multiple membership applications together; it does not add someone to your organization's contact list.
Rename a Group or Change Its Process
- Open the group.
- Choose the option to edit the group.
- Change the group name, or choose a different process, then save.
Result
The group’s name or process is updated.
Warning
You can edit a group only while you are still filling it in. After you pay for the group, this option is no longer available.
Delete a Group
- Open the group you want to remove.
- Choose the option to delete the group.
- Confirm that you want to delete the group and every application in it.
Result
The group and every application in it are removed.
Warning
You can delete a group only while you are still filling it in. Deleting the group removes every application in the group before removing the group itself. If any one of those applications cannot be removed, some applications may be gone while the group remains. If this happens, contact your association.