When setting up a Group, choose how your group benefits will flow based on the entity's relationship with the primary group member.

Options for Group Beneficiaries

The three Group Beneficiaries options you'll have when creating a group are:

  • Group members only (default)

  • Group members & family members inheriting membership benefits

  • Group members & custom family members

Below is an example setup of what the group settings would look like if you wanted to set up a group that extends group benefits to anyone that is receiving membership benefits from a member who would be a member of the group based on the group conditions.

  • Condition: Membership Status = Current

  • Group Beneficiaries: Group members & family members inheriting membership benefits selected (includes all current members and all the family members that are inheriting benefits from those current members)


How To View Group Beneficiaries

Once you've created your group, you can view the group members AND the group beneficiaries by going to the Members tab of the group and changing the "Show Beneficiaries" filter to All.

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