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HomeKnowledge BaseLinking Online Vendor Display Records to Member Records
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Article ID21
Created On6/1/2009
Modified9/2/2009
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Linking Online Vendor Display Records to Member Records

This feature allows Administrators to configure the Online Vendor Displays to be linked to a Member(s) record.  The administrator can configure a variety of permissions that will determine whether eligible vendor members can ADD or EDIT their corresponding vendor display.  These permissions are outlined in more detail below.

Important Notes:

  1. Not all vendor display records are required to be linked to a given member record.
  2. Likewise, not all members which are eligible to have a Vendor Members will have a record in the online vendor displays.
  3. IF THERE ARE EXISTING VENDOR DISPLAY RECORDS IN PLACE WHEN THIS FEATURE IS ENABLED, ADMINISTRATORS MUST MANUALLY ASSIGN (see below) VENDOR DISPLAY RECORDS TO VALID MEMBER RECORD.

To enable this feature:

  1. Login as an Administrator to your Memberize site;
  2. From the Control Panel, choose “Vendors” (under the Content options);
  3. If Vendor Manager has not yet been enabled, enable it and then select the “Configure” link, otherwise;
  4. Select “Vendor Display Options”
  5. In the “Link Vendors to Member Records” select box, choose “Yes” and click the “update” button at the bottom of the page to save your changes;
  6. Select the “Configure Permissions” hyperlink.  A new window will open which will allow for configuration of available permissions.

Vendor Link Permissions

Eligible Membership Plans

Determines which members are eligible to be linked to a vendor display (Vendor Members). 

More than one membership plan may be selected by holding down the Ctrl key.

If Vendor Members are given permission to ADD a vendor display (see Vendor Display Permission below), then any valid member assigned to this plan(s) will be able to create an online vendor display record.

When Administrators are assigning a vendor display record to member records, only those members belonging to this plan(s) will be available.

Vendor Display Permission

Determines whether Vendor Members linked to a given vendor display record can modify (or ADD) the vendor display record, subject to the Vendor Logo, Vendor Category(ies) and Vendor Comments permissions below.

Vendor Logo Permission

Determines whether Vendor Members linked to a given vendor display record can modify (or ADD) the Logo in a vendor display record.

(Vendor Display permissions must be allow EDIT or ADD permissions.)

Vendor Category(ies) Permission

Determines whether Vendor Members linked to a given vendor display record can modify the category(ies) to which the vendor display record is assigned.

(Vendor Display permissions must be allow EDIT or ADD permissions.)

Vendor Comments Permission

Determines whether Vendor Members linked to a given vendor display record can view and or modify the comments associated with the vendor display record.

(Vendor Display permissions must be allow EDIT or ADD permissions.)

Vendor Contact Data

When enabled, the contact information shown on the vendor display record is automatically updated whenever the member record to which it is linked is updated.

(Automatic updates occur whether the member record is updated by an Administrator or by the member themselves.)

Vendor Web Link

When enabled, the link to the vendor’s website as shown in the online vendor display is automatically updated to reflect the value in the “website” field of the linked member record.

Automatic updates occur whether the member record is updated by an Administrator or by the member themselves.

Purge Vendor Display when Member Expires?

When enabled, the “Active Purge Date” field in a linked vendor display record is replaced with the corresponding member’s expiration date.  Any changes to the member’s expiration date or membership status will automatically be reflected in the vendor display record.

To manually link existing vendor display records to member records

  1. Login as an Administrator to your Memberize site;
  2. From the Control Panel, choose “Vendors” (under the Content options);
  3. Select the “Edit” link to the right of a given Vendor listed; 
  4. Select the “Link to a Member Record” hyperlink.  A new window will open.  Complete the form.