Umbrella Accounts

Umbrella Accounts

Part 1 – The User Interface

This lesson gives an overview of the Umbrella account parent interfaces we make available for managing child accounts.

Part 2 – Configuration

Let’s go over the Infusionsoft campaigns and Memberium Umbrella account configuration steps needed to get the Part 1 scenario working.

Part 3 – The Shortcodes

In this video we’ll be going over the Memberium shortcodes we use to get the Umbrella accounts interface pages working properly.

Parents Viewing Child Progress

An available enhancement gives parent accounts a way to view child account progress though their LearnDash courses.  He’s how to configure that.

Demystifying the Parent / Child Connection

In this video we’ll be exploring how parents are connected to their child accounts and how to manually manipulate them.  Good insight for creating administrator features for your site.

Creating a New Parent When a Parent Leaves the Organization

In any organization, personnel changes require that you change the parent account  This video shows you how to remove the parent and promote a child to the parent role.