Create membership pricing and track credits for members
Use Assocations to provide training with membership pricing for your members, and issue credits for online and external training.
Availability: all customers on request. Contact the support team to add it to your portal.
The Associations feature offers 2 tools for professional associations and trades organizations:
- sets membership types, and enables membership-based course prices
- records external training by learners, towards credits for continuing education or professional development
Learners can upload documentation for the external training events they attend, and can self-award their own learning credits. You can set up admin approval to review external training, before adding credits to the learner’s transcript.
Contact the Support team to set up Associations-related features in LearnUpon.
Turn on memberships for the portal
LearnUpon provides 2 default membership types: Member and Non-Member. You can add more membership types, and change the names to suit your organization's needs. You cannot have less than 2 membership types.
- From main navigation go to Settings > Associations Settings > Membership Types.
- Select Enable membership types.
- Save to finish.
The 2 default membership types appear onscreen.
Note: See Default memberships for existing and new users in the portal about how the application sets the type on your users.
Add new membership type
- From main navigation go to Settings > Associations Settings > Membership Types.
- From the action menu select Add New Type.
- In the Add New Type dialog, enter a name for the new type and Save.
The new membership type appears in the list onscreen.
Rename membership types
- For a membership select More (3-dot menu) > Edit.
- Enter a new name for the membership type.
- Save to finish.
The following screenshot shows More > Edit for a membership.
Note: The Delete option appears only if you have more than the 2 default membership types.
Default memberships for existing and new users in the portal
When the Support team enable Association features in your portal:
- your existing users default to the first option in the Membership Types list
- on the Users > New User page, you specify a new user's membership type, and the default is the first option in the Membership Types list
- your batch upload CSV template changes, to include 'membership_type' as a field - see Upload users by batch CSV file
Change membership type
Admins can change learners' membership types without restriction. Managers can change the membership types for learners in their groups.
- From main navigation go to Users > user name > Settings.
- From Info, select a Membership type for the learner.
- Save to finish.
The screenshot shows a sample Membership type menu.
See: