Review a membership application

Applications arrive from the public form in Configure member application, or when staff add someone who still needs approval. Open the request from To Process, on All or Memberships.

The type in the queue is New Membership. The dialog title is Membership Review.

Review the application

The first step is Review application. Application Details shows the answers from the form. Select Continue.

The more menu includes View all applications. Reject on this step declines the application immediately. There is no note dialog. The confirmation is Application rejected. and the person is not added as a member.

Account and member number

The second step is Account & member number.

• Account setup holds First name, Last name, and Email.
• Address and Region hold the location fields from the application.
• The side panel includes Membership type and Member no. Both are required.

Continue stays unavailable until the name, email, membership type, and member number are set. Leaving them incomplete shows Complete applicant details, select a membership type, and assign a member number.

Payment and approval

The third step is Payment & approval. Confirm membership repeats the applicant, email, membership type, member number, and region.

Membership Fees is the fee for signing up. Choose the fee tier under Membership type. Waive fee on sign-up records the member without collecting that fee. The line under the checkbox says no payment will be collected when the member signs up.

Review notes (optional) are internal. The help under the field says they are not visible to members.

Approve Member creates the member. The member number has to be filled in. An empty number shows Assign a member number before approving.

The confirmation heading is Member approved. It says the person has been added to the registry. From there:

• Send confirmation to member sends the portal invite. After it sends, the button reads Confirmation sent.
• View member profile opens the new member.
• Done closes the dialog.

On the full page, Back to members and Back to To Process are also on that screen.