2.1.4 Insta SMB Onboarding - Membership & Association

Section to add membership and association information related to the party.

1. On the Insta SMB Onboarding screen, click and expand Membership & Association segment.
2. On the Membership & Association segment, click Edit button on the Membership& Association widget.
   The Membership & Association screen is displayed.
3. Click
   
   
   
   icon to add a household relationship.
   The Membership screen displays.

   Figure 2-15 Membership

   
   

   
   Description of "Figure 2-15 Membership"

   
   
4. On the Membership screen, specify the fields. For more information on the fields, refer to the Table 1-15 table.