> 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/manage-sub-members-portal.md).

# How Members Manage Sub-Members in the Portal

### 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).
* **Portal Configuration**: The Member Portal must be live.
* **Family Memberships**: The membership program must support sub-members. See: [How to Add a Sub-Member](/products/control-panel-overview/membership-management-hub/add-sub-member.md).

### The Portal Toggle

Whether a primary member can manage sub-members in the portal is controlled by a single toggle on the membership program:

1. Open the program edit page.
2. Under **Options > Enable Sub-Members**, find the toggle **Allow main members to add sub-members via the member portal**.

| Toggle  | What primary members can do in the portal                                  |
| ------- | -------------------------------------------------------------------------- |
| **ON**  | Add, edit, and cancel sub-members                                          |
| **OFF** | Cannot add, edit, or cancel sub-members — all changes require staff action |

### What Always Requires Staff Action

Regardless of the toggle, the following require staff to process from the control panel:

* **Swap Primary and Sub-Member** — see: [How to Swap a Sub-Member for a Primary Member](/products/control-panel-overview/membership-management-hub/swap-sub-member-primary.md).
* **Change Billing Contact** — see: [How to Change the Billing Contact for a Membership](/products/control-panel-overview/membership-management-hub/switch-billing-member.md).

> **Note**: Sub-members who have their own portal login can view their own profile and membership card but cannot manage other sub-members or the primary member's account.

### What Happens Next

* **On the member side**: If the toggle is on, primary members can manage sub-members directly. If the toggle is off, they'll need to contact staff for all sub-member changes.
* **Next step**: To add a sub-member as staff, see: [How to Add a Sub-Member](/products/control-panel-overview/membership-management-hub/add-sub-member.md).

*Last updated: 2026-05-24*


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.peoplevine.com/products/control-panel-overview/membership-management-hub/manage-sub-members-portal.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.