Caution!
Important!
- You can classify your Members into Categories
- It's important to classify your Members into Categories if you manage Contributions based on different types of Members
- A Member can belong to only one Category, but they can switch from one Category to another
Tips!
Members categories list
Click the "Add a Category" button
Fill in the category form fields
Save
Add a Category
Category Name
The name of the category (e.g. Full Member, Associate Member, ...). This name will appear throughout the platform wherever categories are referenced, including the member registration form and contribution reports.
Description
An optional description to explain the purpose of this category. Use this to document internal rules or eligibility criteria for your team.
Open
When enabled, this category is visible in discovery and allows members to register directly to the association without administrator involvement. See the "Understanding the category flags" section below for a full explanation.
Pay for related members
When enabled, members in this category automatically cover contribution payments for all the members they sponsor. See the "Understanding the category flags" section below for a full explanation and examples.
For Sponsored Members
When enabled, any new member registered under this category must be linked to a sponsor. A Sponsor selection field will appear during registration. See the "Understanding the category flags" section below for a full explanation and examples.
Each category has three optional toggle flags that control direct registration, contribution responsibility, and member sponsorship. These flags are independent and can be combined depending on your association's rules.
Open
Open — direct registration via discovery!
Practical example
A person discovers your association through the EKKOU platform. They browse available associations and find yours. Because you have a 'General Member' category with Open enabled, they can tap 'Join' and register directly into that category. A restricted category such as 'Honorary Member' would have Open disabled — only an administrator can assign members to it.
Open enabled
Visible in discovery. Any person can register directly under this category.
Open disabled
Not available for self-registration. Only administrators can assign members to this category.
Tips!
Pay for related members
Pay for related members!
Practical example
Imagine a 'Full Member' category with this flag enabled. If Alice is a Full Member and sponsors Bob (who belongs to a sponsored category), Alice's contribution payment automatically covers Bob's dues as well. You do not need to record a separate payment for Bob — it is handled through Alice.
| Member | Category | Pays for |
|---|---|---|
| Alice | Full Member | Herself + Bob (her sponsored member) |
| Bob | Dependent Member | Covered by Alice |
Important!
For Sponsored Members
For Sponsored Members!
Practical example
If you create a 'Dependent Member' category with this flag enabled, every new Dependent Member registration will require selecting a sponsor from the existing member list. This sponsor is responsible for the dependent and creates a traceable link between the two.
During member registration
When an administrator selects a 'For Sponsored Members' category while registering a new member, an additional 'Sponsor' field appears. The administrator must then select the existing member who is sponsoring this new registrant.
Tips!
Typical two-category setup
Most associations that use sponsorship set up two complementary categories: one for primary (paying) members and one for sponsored (dependent) members. Here is the recommended flag configuration:
| Category | Pay for related members | For Sponsored Members | Role |
|---|---|---|---|
| Full Member | Enabled | Disabled | Primary member — pays for themselves and their dependents |
| Dependent Member | Disabled | Enabled | Sponsored member — must be linked to a Full Member sponsor |
Important!
Important!
Click the Edit button next to the category
From the categories list, click the edit (pencil) icon on the row you want to modify.
Update the fields
You can change the name, description, color, or toggle the flags. Changes to the flags will apply immediately to future contribution recordings.
Save or Delete
Click Save to apply your changes. To permanently remove the category, click the Delete button. Note: you cannot delete a category that is currently assigned to one or more members.
Edit
Caution!
You can reassign a member from one category to another at any time from their member profile. This is useful when a member's status changes within the association (e.g. a dependent member becomes a full member). The change takes effect from the date you specify.
Open the member profile
Navigate to the Members list and click on the member whose category you want to change.
Select New Category
In the member profile, use the category selector to choose the new category for this member.
Adjust Category join date
You can only change the Contribution start date for this Category. This determines from which date the new category contribution rules apply.
Click to confirm
Confirm the change. The member will now be tracked under the new category for all future contribution periods.
Change Member Category