Mode: Organisation Menu: Members >> Operations >> Approve New Members |
The table displays the list of potential members to be approved for the selected membership signup form.
ID | The provisional ID of the potential member. |
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Name | The name of the of the potential member. |
Purchase date | The date the membership purchase was made. |
Role | The role relating to the membership product. If approved, the member will automatically be given this role. If a membership signup form allows selection of more than one membership product, then multiple roles will be shown and the member will be given all roles on approval. |
Payment Status | The payment status of the purchase: |
Edit link | Click the Edit link to popup an edit screen to view or modify this person's information. Editing at this stage does not affect approval status. |
The list only shows potential members who have purchased (but not necessarily paid for) membership products. If two products have been purchased then both must be approved together*.
Once new members are approved, they will automatically be sent a welcome email containing a 'participant' login to the system, whereby they can access and update their personal data, and view their payment history.
*If it is wished to approve only some of the roles for an individual that has purchased more than one product, go to Tab: Reports -> Product Purchases screen and set the Payment Status for products not to be approved as 'Cancelled'. Then return to the approval screen, whereby the cancelled item(s) will not display. |
It is only possible to delete a prospective member where the payment status of all products purchased is 'Not Paid'. If necessary, payment status can be changed from the Product Purchases screen via the Actions link next to the player.
To delete a prospective member: Go to Tab: Approve Members