Members & Businesses

Each business can have one primary representative — the default contact for that business. The primary is who appears on invoices, receives the main c...

Representatives are the individual members who can act on behalf of a business — purchasing sponsorships, viewing invoices, or managing the company pr...

Deleting a member removes their account from the chamber. The action is blocked if the member is an org_manager or has active orders, which prevents a...

A business record represents a sponsor's company, separate from the individual person who logs in. It holds the address, phone, website, logo, and des...

If a member loses access to their account, you can trigger a password reset on their behalf. They'll receive an email with a link to set a new passwor...

You can update a member's profile fields — first/last name, company, job title, phone, website, and logo — at any time. This is helpful when sponsors ...

You can change a member's role at any time — promoting a chamber staff member to org_manager, downgrading a former staff member to sponsor, or shiftin...

Sometimes you need to create a member record without sending the invite email — for example, when entering historical data, building test accounts, or...

Inviting a member sends them an email to set up their own account. They click the link, choose a password, and land in their dashboard with the role y...

Roles determine what each member can do in Chamberly. There are chamber-level roles (org_manager, chamber_staff) and sponsor-level roles (sponsor, bus...