Find membership applications that need review, check each one and approve it from Mass Edit & Printing.
Applies to Enterprise
- A membership that needs manual approval arrives as Processing: it’s paid and every agreement is signed. It waits there until you change it.
- One still waiting on waiver signatures shows Pending Requirements. You can set Requires Admin Attention yourself when an application needs a closer look.
- A membership is Issued once its waivers are signed and its requirements are complete.
Find the membership applications waiting for your review, check each one and approve it, all from the membership’s Mass Edit & Printing tab.
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Open Mass Edit & Printing
Open Memberships in the left menu, open the membership, then select the Mass Edit & Printing tab.
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Find applications to review
Under Search & Filters, set Membership Status to Processing, or Requires Admin Attention for the ones you’ve set aside, and select Search. Choose Pending Requirements instead to find the ones still waiting on waivers.
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Review an application
Select the open icon at the end of a row to open that membership and check the member’s details and requirements. For a Pending Requirements membership, you can resend the waiver signature request from there.
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Approve it
On the membership, select Edit under Purchased Groups, choose Issued (all the options are listed below) and select Save. To approve several at once, tick them in the results, choose the status under Update Status for selected members and select Update.
A membership that still has requirements to complete moves to Pending Requirements rather than Issued. Filter on that status to see who you’re still waiting on.
Approve a new membership photo
When a member uploads a new photo, the membership waits in your Photo Needs Approval queue. The member sees the new photo right away, but their membership card keeps the old one until you re-issue the membership.
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Open the queue
Open Memberships in the left menu, open the membership, then select the Queued Items tab. Under Needs Attention, select the number beside Photo Needs Approval.
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Check the photo
Open each membership and check that the photo is passport-style, with a clear view of the face.
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Re-issue the membership
Select Edit under Purchased Groups, choose Issued and select Save. The card now shows the new photo. If the photo isn’t suitable, ask the member for another one before you re-issue.
The status options
The Status list on a membership, and Update Status for selected members in Mass Edit & Printing, offer these statuses in this order:
- Manual Hold — on hold while an admin checks something.
- Processing — paid and every agreement signed, waiting for your approval.
- Issued — approved and valid. Choose this to approve an application.
- Cancelled — no longer valid and left out of membership reports. It doesn't refund anyone.
- Suspended — your association suspended the membership.
- Expired — its end date has passed.
- Requires Admin Attention — waiting for your review.
- Pending Requirements — bought, but something is outstanding, such as an unsigned waiver.
- Valid In Future — the start date hasn't arrived yet, as with a renewal bought early.
- Inactive, with a reason — Higher Level Achieved, Retired, Deceased, Moved out of the province, Inactive candidate or Pending validation.
Setting Issued sends your issued membership email, if your organization uses one. Other statuses send no email.