Before proceeding, please review this article that explains the concept of a dues-paying member.
In Novi AMS, as in QuickBooks, records can be placed into what many databases call a "family tree". This is when a record has a parent, child, sibling, or some other related record.
Family relationships are created when a member record is assigned to a parent on the Details tab of the member record. A record can only have one parent.
Child: Staff or Sub Company
A parent can have any number of companies or people underneath as children. When the child is a person, Novi refers to them as Staff. Depending on your member type settings, these may be "inheriting" members or may have a membership of their own.
When the child is a company, Novi refers to them as Sub Companies. Depending on your member type settings, these may be "inheriting" members or may have a membership of their own.
Flowing Member Benefits
A record's family tree is independent of member benefits.
Member Benefits Flow is setup on each Member Type on the Member Benefits tab.
Member benefits can flow to various family relationships, as listed in the screen shot below.
Limited Benefit Flow
On the Member Benefits tab of each member type, several of the family relationships have a gear icon to the right (see image below), which allows you to add a limit of how many records can "inherit" membership benefits from the dues-paying member.
Once a limit is applied, only admins can give and remove benefits from the family members. See the article linked below for more info.
If you've already gone through the data import process during onboarding and there was no limit on the benefit flow, keep in mind that all existing records in this member type will need to be updated manually. On the other hand, if you haven't done your initial import yet, you can include the benefit flow in your spreadsheet.
How to add a limit:
1. Navigate to the Member Type > Member Benefits tab.
2. Make sure the checkbox is checked for the family relationship that should receive limited benefits.
3. Click on the gear icon next to the family relationship.
4. Type the number in the field.
This indicates the maximum amount of people that can inherit benefits from any member in this member type. If this will vary between member families, you'll need to enter the highest amount allowed.
5. Then click the Save button (top right).
How to give a person benefits:
1. Go to the dues-paying member's record (e.g. the parent company).
2. On the Staff tab, find the person who should receive benefits.
3. In the Member Benefits column, click on the red circle to toggle it to a green checkmark. This will change the person's membership status from Non-Member to Inheriting.
Member Types that Limit Company Member Benefits to Certain Staff Members - A guide to understanding sign up and visibility on member types where company member benefits flow to a select number of staff members.
Deep Dive: Membership Status Types in Novi AMS - A deep dive of membership statuses and scenarios relating to member benefits and member dependencies.