Skip to main content
All CollectionsManaging Your Members and Membership Database
Deleting a Member from your Organization
Deleting a Member from your Organization

Clean up Membership data by removing it from your Member table

Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Summary

Keeping your Membership data accurate and up-to-date is essential for effective Organization management. This guide will help you delete Members and merge duplicate records in your Join It account.

How to Delete a Member from Your Organization

Steps to Delete a Member:

  1. Locate the Member

    • Use the search bar to find the member you want to delete.

  2. Select the Membership Record:

    • Click on the Membership record you wish to remove from your organization.

  3. Initiate Deletion Process:

    • In the bottom-right corner of the membership record, click the "Delete Record" button.

  4. Confirm Deletion:

    • A confirmation box will appear. Confirm your choice to permanently delete the membership record.

⚠ Note: Deleting a membership record is irreversible. Be sure before proceeding.

Description of screenshot: Displaying the Delete Record button

How to Merge Duplicate Membership Records

Merging Memberships helps consolidate duplicate or redundant records while retaining important data.

Steps to Merge Memberships:

  1. Select the Primary Record

    • Navigate to the membership record you want to keep as the primary record.

  2. Initiate the Merge Process

    • Scroll to the bottom-right corner and click the "Merge Records" button.

  3. Find the Duplicate Record

    • Use the search bar to locate the duplicate record by email, name, company, or phone.

  4. Choose Data to Keep

    • In the Merge Wizard, select the preferred values for:

      • Email

      • External ID

      • Joined Date

      • Expiration Date

      • Profile/Custom Fields

  5. Confirm the Merge

    • Click the "Merge Memberships" button to complete the process.

Description of screenshot: Displaying the Merge Records button

Frequently Asked Questions

Can Deleted Memberships Be Restored?

No, deleted membership records cannot be recovered. Exercise caution when deleting members.

Why Are Memberships Permanently Deleted?

Join It follows strict data security regulations, ensuring that deleted membership data is permanently removed for privacy compliance.

Related Resources

  • Learn more about Merging Memberships here.

  • Learn more about Deleting Members in bulk here.

Did this answer your question?