Group Beneficiaries

Learn more about Group Beneficiaries when setting up a Group in Novi AMS.

Jenn Norman, CAE avatar
Written by Jenn Norman, CAE
Updated over a week ago

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 Additional Beneficiaries

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

  • Family Members Inheriting Benefits

  • Custom Family Members

  • Primary Contacts

  • Billing Contacts

  • Management Access Contacts

Below is an example of how the settings would look for a group of current members and any parties inheriting their membership benefits.

  • Condition: Membership Status = Current

  • Additional 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 and changing the "Show Beneficiaries" filter to All.

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