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.


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


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


Enable Membership Approval

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


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.


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