Add a new member

The person joins the member list when the application is approved. Portal sign-in is a separate email, covered in Invite a new member.

Open the form

1. Open People.

2. On Members, select Member.

The page title is Add member.

Enter the member

Contact details needs a last name, first name, and email. Phone is optional.

Address is optional. It includes the street address, country, city, state, and zip code. When the organization uses regions, you can also set Area and Area representative.

Farm is required. Choose an existing farm, or select Create new farm… and enter New farm name. Flock name is optional. People on the same farm share access to each other’s animals. Legal ownership stays with the individual member.

Membership is on the side of the form. Choose the membership type. Select Exempt from membership fees when this member should be active without paying dues.

Select Submit.

An email that already belongs to an active member is rejected. An email that already has an application waiting for review is rejected as well.

After you submit

The next page is Member submitted for approval. The status is Pending review.

• Review in To Process opens that application.

• Add another starts a new form.

• Back to members returns to the member list.

Approve the application

1. Open To Process.

2. Select Memberships, then open the application.

3. The review is Membership Review. Continue through Review application, Account & member number, and Payment & approval.

4. Assign a member number on the second step.

5. Select Approve Member.

The confirmation page is Member approved. The person is on the registry with status Invited. They still need a portal email before they can sign in. Select Send confirmation to member on that page, or follow Invite a new member.