Manage Memberships is the dedicated application for assigning users to their referral structure — the Department they formally belong to in the organization chart. It is the primary tool used by HR administrators to maintain correct organizational placements.
What Manage Memberships does
- Assign or change a user's referral Department.
- Remove a user's structure assignment (leave them unassigned).
- View all structures a user leads or manages.
- Browse the full history of a user's past structure changes.
Who can access it?
The application is available under the Administration menu. The following conditions apply:
- The Founder always has full access.
- Users with
manage_membershipscan search and view. - Users with
manage_personallevel 2 or above can also perform assignments. - Attempting to edit a user with a privileged profile (
profile_pro = 1) without sufficient permissions shows a locked read-only view.
How to search for a user
The default view is a search form with the following filters:
| Filter | Notes |
|---|---|
| Personal Code | The unique numeric identifier of the user's Digital Identity record. |
| Username | The account login name. |
| Last Name / First Name | Partial match (LIKE search). |
| Structure | Filter by a specific Department, or use the special [ ! ] Unassigned option to find all users with no Department assigned — useful after a structure deletion or import. |
Results are capped at 50 rows. Narrow your search if you expect more. Click the #ID button in the Personal Code column to open the assignment page for that user.
