How to Enable Membership Approval

By default, Member365 does not require your applicants to submit to an approval process in order to become a member. You can change this by following the following steps:

 

Accessing Membership Categories

1. From the Member365 Administrator Dashboard, click ‘Membership’ on the bar at the top of the screen.

Menu_Membership.png

2. Click ‘Category Setup’ on the submenu on the left side of the page that follows.

Category_Setup.png

3. Locate the Membership Category whose approval you wish to enable.

Membership_Category_Name.png

Enable Membership Approval

4. From the Membership Category Overview tab, scroll down to the 'Workflow (Approval Process)' Section

Workflow_Process_-_Approval.png

6. Click ‘Save Membership‘ at the bottom of the page, and you’re done!

IMPORTANT NOTE: Now that you have changed this setting when a new member application is submitted, it will be subject to review and approval before the applicant is provided access to their membership and member portal.

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.