All CollectionsRun your spaceOperations[How-To] Companies and Members[How-To] Companies and MembersLearn how to manage and edit company and member profiles in your OfficeRnD Flex.By Krasto and 1 other2 authors·9 articles[Overview] Company and Member Statuses and LabelsAdd tags to company and member profilesFilter profiles or create custom pages in the Member Portal using tags.Move a member from one company to anotherKeep personal memberships, fees, and invoices when someone starts to work for a different business in your space.Onboard and manage new members and companiesCreate, bill, and manage individual members and companies in OfficeRnD Flex.Set Up Bank Transfer Payments and Control Member Payment DetailsConfigure ACH and SEPA payments and decide what members can do with their saved payment methods.Add a Bank Account to a Member or Company ProfileRequest bank details from a member or company so they can pay by bank transfer, without handling their payment information directly.Set a preferred payment method for a member or a companyDecide whether Flex charges stored card or bank details automatically, or waits for a cash or bank transfer.Delete a company or a member profileKeep a record by switching someone to Former, or erase it permanently when the data should not exist at all.How to Upload Attachments
