Managing Membership Categories
You have full control over managing membership categories in the system; IaR staff are not able to edit this list for you.
Here is how you can add a new category:
- Navigate to the profile of the member you want to update.
- Open the Membership Category dropdown menu.
- Select the last option, "OTHER".
- A new box will appear, allowing you to enter a custom category.
- After you save the member's profile, the new category will be added to the dropdown menu for future use.
Remember, you can only add new categories or delete existing ones with the provided Delete button. You cannot edit or adjust a category once it has been created. If a mistake is made, add a New option with the correction, and Delete the option with the error.
Important Information About Shift Schedules
When you update a member's membership category, it will only apply to shifts scheduled after the change. Any shifts that were already scheduled will retain the original category.
This feature is by design and allows for flexibility. For example, a member could have shifts scheduled under a "FIRE" category and then have separate shifts scheduled under an "EMT" category, with each shift type assigned the correct membership category.
Permission to Edit the Membership Categories
Only a Master Administrator can edit membership categories. This security measure prevents individuals from giving themselves unauthorized promotions or adding misleading information to their profiles, which could be critical during an emergency.
Even members who have permission to edit their own profiles cannot change their membership category.