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Use the Member Types screen to manage your company’s member types. For each type, you set the price type its members pay and whether they can act as a rep.

Where to find it

In the admin, click the Settings gear in the top bar. In the Settings sidebar, under Commerce, select Member Types. To open the screen, your role needs at least View only for Member Types, in the Other card on the role’s Permissions tab. To create, edit or archive member types, your role needs Full access for Member Types.

What’s on the screen

The Member types card lists your company’s member types, 10 to a page, with a search box. System member types come first. Within each group, types are sorted by name. Archived types are hidden until you turn on Show archived.
  • Name: the member type’s name, with a System or Custom badge. An Archived badge marks an archived type.
  • Pays: the price type that members of this type pay. A type with no price type of its own pays your company’s default, shown as its name followed by (company default).
  • Can act as rep: Yes or No.
With Full access, the card has an Add type menu, and each row has an actions menu with Edit and Duplicate. Archive is in the menu only for a type you can archive. You can’t archive a system member type or a type that’s already archived. You can also click a row to edit it. If your company has no member types, you see No member types found. If the list can’t load, you see an error such as Couldn’t load member types. and a Try again button. The Default shopper type card is used only while the Customer type is archived: new customers then get the type you choose here. Choose a type, or No default, and click Save. Only active types that can’t act as a rep are listed, plus Customer and Preferred. If Fluid refuses the change, the reason appears in the card. With View only, the card shows the current choice but you can’t change it. If your company can create its own price types, the screen is called Member & Price Types in the Settings sidebar, and a second card on the same page manages the price types.

Member type panel fields

Adding, editing and duplicating a type all open the same side panel. It has three cards:
  • Details: Name (required), plus a System or Custom badge. A new member type can’t reuse the name of an existing one. When you create a type, the panel tells you the slug is generated automatically from the name. When you edit one, it shows the slug read-only. Renaming a type doesn’t change its slug.
  • Pricing: Pays, the price type that members of this type are charged. The first option is your company’s default price type, for example Retail (company default). Choosing it leaves the type without a price type of its own, so it follows the company default. Custom price types can’t be assigned yet, so only system price types are listed.
  • Rep access: Can act as rep. Turn it on to let members of this type act as a rep.
If you leave Name empty, you see Name is required when you save.

Create a member type

1

Open the Add type menu

In the Member types card, click Add type.
2

Start from a recommendation or a blank type

Choose a recommended type, Preferred Customer, Affiliate, Employee or Pre-enrollee, to prefill the panel with its name, price type and rep setting. Or choose Blank custom type. Nothing is created until you save.
3

Enter the details

Enter or change the Name, for example Ambassador. Choose what the type Pays, and turn on Can act as rep if its members act as reps.
4

Save

Click Create type. You see Member type created, and the new type appears in the table.
To start from an existing type instead, open its actions menu and choose Duplicate. The panel opens with its price type and rep setting, and a name such as Ambassador copy. Nothing is created until you click Create type.

Edit a member type

You can also edit system member types, for example to change the price type they pay.
1

Open the panel

Click the member type’s row, or open its actions menu and choose Edit. The Edit member type panel opens with the current details.
2

Change the details

Change the Name, what the type Pays, or Can act as rep. The slug stays the same.
3

Save

Click Save. You see Member type updated.

Archive a member type

Archive a custom member type you no longer use. Fluid archives a type only when nothing uses it: no member has it, and no enrollment pack, open cart or form audience points to it. Your company’s default shopper type can’t be archived either. An archived type is hidden from the table until you turn on Show archived. You can’t archive a system member type.
You can’t unarchive a member type from this screen. Archive a type only when you’re sure you no longer need it.
1

Choose Archive

In the member type’s row, open the actions menu and choose Archive.
2

Confirm

The Archive member type dialog asks you to confirm. Click Archive. You see Member type archived.
If Fluid refuses, the reason appears in the dialog and nothing changes. For example, Member type is still in use and cannot be archived: 3 members means you need to move those members to another type first. The table refreshes, so a type that can’t be archived any more loses its Archive option.

Frequently asked questions

Members of the type pay the same either way, and the Pays list shows them as one option. The company default leaves the type without a price type of its own, so it follows your company’s default if that changes.
The panel loads your company’s price types when it opens. Until they load, the Pays list shows Loading price types… and you can’t save. If they can’t load, you see Price types could not be loaded. Click Try again.
If the name is taken, the error appears under Name. The panel stays open with your entries, so you can fix them and save again.
The Member Types item appears only if your role can view member types. Ask an admin who manages roles to edit your role’s permissions: open the Other card, then set Member Types to View only or Full access. See Roles.
The Add type menu and each row’s actions menu appear only if your role has Full access for Member Types. With View only, you can see the table but not change it. Ask an admin who manages roles to open the Other card and set Member Types to Full access. See Roles.