When a company member's seat-based member type is changed to a different member type that also uses seats, Novi does not drop the old seat count. Instead, we map the company's existing seats onto the new member type's seat types.
Knowing these rules ahead of time helps you predict how a company's seat count and seat breakdown will change before you make the switch.
How Novi Maps Existing Seats to the New Member Type
When switching from one seat-based member type to another, Novi first checks whether the company's old seat breakdown can be copied over exactly:
Exact match: If, for every seat type on the new member type (in display order), the old seat count at that position fits within the new type's minimum and maximum, and the mapped totals add up to the same overall total the company had before, Novi copies the old breakdown exactly by position. The company ends up with the same total seats and the same seat-by-seat-type breakdown as before.
If the company's old seat breakdown cannot be copied over exactly, Novi will redistribute the seats:
Redistribute: If the old breakdown does not fit the new member type's limits, Novi starts each new seat type at its required minimum (0 if there is none), then spreads any remaining seats from the company's old total across the seat types in display order, without exceeding any type's maximum.
Example: A company has 4 seats under its old member type: 2 Executive seat types and 2 Standard seat types. If the new member type has the same two seat types, in the same order, and each fits its minimum and maximum, Novi keeps the 2/2 breakdown. If the new member type's Executive seat type only allows a maximum of 1, Novi starts both seat types at their minimums and distributes the remaining seats in order instead.
When the New Member Type's Minimums Take Priority over the Old Seat Total
A new member type's required minimums always take priority over the company's previous seat total. If the new member type's seat type minimums add up to more seats than the company had before the switch, the company's total seat count increases to match those minimums.
đ Important Note: Check the new member type's seat minimums before switching the member. If the minimum adds up to more seats than the company already has, the switch will increase both the total seat count and the dues owed.
A Company Always Keeps at Least One Seat
A company can never end up with zero seats as a result of switching from one seat-based member type to another. If none of the mapping or minimum rules assign the company a seat, Novi defaults to giving the company one seat in the first seat type by display order.
đ Important Notes
This mapping behavior applies when switching between two member types that both use the Companies with Individual Seat Dues member type category.
Switching member types can change the company's total seat count and its dues. If the company has an open dues invoice, review it afterward as the invoice will not automatically be updated to reflect the change.
After switching, confirm each person's assigned seat type on the company's People sub-tab, since a seat type change can affect which people are eligible to keep their seat.
Related Articles
Keywords: switch member type, change member type, convert seat type, seat mapping, seat type migration, move seats, seat count change