> 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/swap-sub-member-primary.md).

# How to Swap a Sub-Member for a Primary Member

### 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).
* **Existing Membership**: The membership must have both a primary member and at least one sub-member. See: [How to Identify Primary vs Sub-Members](/products/control-panel-overview/membership-management-hub/identify-primary-sub-members.md).
* **Billing Review**: Review the current billing contact and payment method before making changes. See: [How to Change the Billing Contact for a Membership](/products/control-panel-overview/membership-management-hub/switch-billing-member.md).

### Instructions

To swap primary and sub-member roles, follow the steps below.

**Before you start**: Note down the following from the current membership setup — you will need these when re-enrolling:

* Joined on date
* Next billing date
* Billing frequency and recurring charge amount
* Payment method on file
* Any sub-member details

#### Step 1: Archive the entire membership

1. Use the **Search** icon (magnifying glass) in the top navigation bar. Type the sub-member's name or email and select their profile. Then scroll to the **Memberships** section.

> 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**.

2. Click **Edit** on the sub-member's membership card. Change the **Status of Membership** to **Archived**.
3. Navigate to the primary member's profile. Click **Edit** on the primary member's card. Change the **Status of Membership** to **Archived**.

> **Why archive instead of cancel?** If you only cancel the sub-member's card and try to re-enroll them in the same membership program, the system recognises the old cancelled card and fails to create the subscription. Archiving clears this conflict.

#### Step 2: Re-enroll with swapped roles

4. **Enroll the former sub-member as the new primary member**: Navigate to their CRM profile and enroll them into the membership program. Use the data you noted earlier (joined date, billing date, etc.) to match the original setup. See: [How to Enroll a Member](/products/control-panel-overview/membership-management-hub/enroll-member.md).
5. **Enroll the former primary member as a sub-member**: Once the new primary is enrolled, add the former primary as a sub-member under the new card. See: [How to Add a Sub-Member](/products/control-panel-overview/membership-management-hub/add-sub-member.md).
6. Add a **Staff Note** on both CRM profiles documenting the swap and the reason.

### Best Practice

Confirm the billing arrangement with both members before starting. The new primary member will adopt the pricing set by the membership program — verify this matches expectations before re-enrolling.

### What Happens Next

* **On the member side**: Both members receive new membership cards. The new primary member controls billing and access for any sub-members. Digital membership cards are not reissued automatically — send them manually.
* **Next step**: Update the billing contact if needed. See: [How to Change the Billing Contact for a Membership](/products/control-panel-overview/membership-management-hub/switch-billing-member.md). To send updated membership cards, see: [How to Send a Member Their Digital Membership Card](/products/control-panel-overview/membership-management-hub/send-membership-card.md).

*Last updated: 2026-05-24*


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