Adding memberships to organizations
Last updated August 5, 2026
Objective
This guide explains how to manually assign a membership to an organization within Recur. This process is essential for back-dating memberships, handling special cases, or manually onboarding organizational members who have already paid through external methods.
Key Steps
Step 1: Navigate to Organizations
Open the Recur dashboard and scroll to the top navigation bar.
Click on Contacts.
Select the Organizations sub-menu located directly underneath the main Contacts tab.
Step 2: Locate the Target Organization
Browse or search the list to find the specific organization you wish to update.
Click directly on the Name of the organization (e.g., "California Academic and Research Libraries Association") to open their detailed profile view.
Step 3: Access the Membership Profile
Once on the organization’s detail page, look at the middle section of the screen.
Locate the area labeled Membership Profile. This area displays any current or historical memberships associated with this entity.
Click the Add Membership button to open the assignment window.
Step 4: Select the Membership Product
Product Selection: Click the dropdown menu under Membership Product.
Note on Availability: Only memberships previously created under Revenue > Products will appear in this list. Select the specific membership tier or type intended for this organization.
Step 5: Define Dates and Finalize
Set Terms: Select the appropriate Start Date and Renewal Date for this manual entry.
Confirm: Click the Add Membership button to save the changes.
Verification: Confirm the membership now appears in the middle of the organization's page, displaying the correct Membership Name, Start Date, and Renewal Date.
Cautionary Notes
Product Dependency: You cannot create a new membership type from this screen. If the desired membership level is missing, you must first navigate to Revenue > Products to build it.
Manual vs. Automated: Manually adding a membership bypasses the standard checkout flow; ensure you have already recorded the corresponding revenue if applicable to keep your financial reports accurate.
Duplicate Check: Always verify the "Membership Profile" section before adding a new one to avoid overlapping active memberships for the same organization.
Tips for Efficiency
Pre-Work: Ensure your Membership Products are named clearly in the Revenue section so they are easy to identify in the dropdown menu.
Audit Trail: Use this manual method to quickly correct membership lapses or to grant honorary memberships to partner organizations.
Navigation Shortcut: If you are already looking at a Contact associated with an organization, you can usually click the organization's name from their contact card to jump straight to the profile needed for Step 2.