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How to limit the number of members on an account
How to limit the number of members on an account
Updated over a week ago

The Pool Admin can restrict the number of people members are able to add to accounts by adjusting the setting called Restrict Number of Members User Can Add by Account Type.

NOTE: This replaces the Allow Users to Add Members setting.

Go to Member Splash Settings > Member Splash Settings > Forms.

Here you can set the limit on the number of people users can add to their account according to account type. If you put a limit on the account type it will not remove existing members from the account. It only prevents members from adding more members to the account going forward. The pool admins are encouraged to audit existing accounts when a limit is put on and clean up any accounts manually that exceed the new limit.

If you DO NOT allow your members to add people to their account select "none".

If you do allow your members to add people to the account select how many members they can add.

The number selected is the total number of non-House Guest Members allowed on the account.

The Members View

For example, acct 38 has the account type Couple. They are only allowed to have 2 members according to our limit in the setting. Since the limit has been reached, the system automatically removes the “Add Member” button. They cannot add any more members. If a member is removed from the account, then a new member can be added.

If an account can add more members according the limits placed on their account type, they will see a 3-dot menu above the current listed members. They click the menu and then click “Add Member.”

Tips for Auditing

How to audit existing member #s:

For both new and existing customers, after setting your max. limits in settings, you will want to do a simple audit to remove or contact any accounts that have more than the maximum members allowed on an account. When you find an account with more members than allowed, you can ask them to upgrade to the next membership level or you can delete any members over the limit. To do so, you simply perform a few account type audits as shown below.

Go to Membership > Accounts
Select the blue Manage Filters button and select the account type you would like to audit. In this case I am auditing Bonded Couple account types. In the Choose Standard Field to Display in Results choose #Members. Hit Select Settings. You can clearly see that all of the Couple accounts with the exception of one has two members. The one account that is over the limit will need to be notified and corrected. Assuming you remove the 3rd member, they will NOT be allowed to add any additional members back now that your settings are in place. What you are doing is basically doing a one time clean up to your existing membership now that this new member limit feature is in place.

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