> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/membership-management-hub/identify-primary-sub-members.md).

# How to Identify Primary vs Sub-Members

### Before you begin (Prerequisites)

* **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).
* **Family Memberships**: At least one membership program must have family/dependent memberships enabled. See: [How to Add a Sub-Member](/products/control-panel-overview/membership-management-hub/add-sub-member.md).

### Instructions

#### In the Members Dashboard

1. Use the **Search** icon (magnifying glass) in the top navigation bar. Type the member's name or email and select their profile.

> Alternatively, navigate to [**MEMBERS > View Members**](https://control.peoplevine.com/membership/0/members), search by member name or member ID, and click **APPLY**.

> **Note (Pro Dash):** Navigate to **REWARD > Members > All Members**.

3. The View Members table shows: Photo, Member's Name, Membership ID, Membership, Joined, Renewal Date. **Edit**, **View**, and **Check In** are action buttons, not data columns. There is no "Member Type" column — the table does not indicate primary vs sub-member.
4. To determine whether a member is Primary or a Sub-Member, navigate to the member's CRM profile (click the member's name) > **Memberships** section > **Sub Member** section. The UI does not display a sub-member tag on the membership card itself.

#### In Reports (Export Method)

To pull a report that pairs sub-members to their primary members:

1. Navigate to [**MEMBERS > View Members**](https://control.peoplevine.com/membership/0/members).

> **Note (Pro Dash):** Navigate to **REWARD > Members > All Members**.

2. Filter by status (e.g., **Active**) and program as needed, then click **EXPORT DATA**.
3. In the export settings, toggle on these two fields:
   * **membership card no** (`membership_card_no`)
   * **parent membership card no** (`primary_membership_card_no`)
4. Download the export. The fields work as follows:

| Field                        | Primary Member                  | Sub-Member                             |
| ---------------------------- | ------------------------------- | -------------------------------------- |
| `membership_card_no`         | Unique card number (e.g., 1234) | Unique card number (e.g., 5678)        |
| `primary_membership_card_no` | Always **0**                    | The primary's card number (e.g., 1234) |

5. Use the `primary_membership_card_no` column to pair sub-member records to their primary member. Filter for `primary_membership_card_no` = 0 to see only primary members, or filter for non-zero values to see only sub-members.

> **Note**: Sub-member status is dictated by the primary member. If the primary member's card goes to Failed or Cancelled, all linked sub-members lose access.

### Best Practice

When investigating billing or access issues, always start with the primary member's record. The primary member controls billing and access for all linked sub-members.

### What Happens Next

* **Next step**: To add a new sub-member, see: [How to Add a Sub-Member](/products/control-panel-overview/membership-management-hub/add-sub-member.md). To swap primary and sub-member roles, see: [How to Swap a Sub-Member for a Primary Member](/products/control-panel-overview/membership-management-hub/swap-sub-member-primary.md).

***

*Last updated: 2026-05-24*


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