The Goal: View membership applications that have already been approved so you can reference their details and open the original application.
Before You Begin:
- You need staff access with permission to review membership applications.
- Know the membership type or applicant you are looking for so you can locate the right approved application.
Step-by-Step Instructions
- Select Memberships in the left-hand rail.
Click Submitted Applications in the Memberships section. NOTE: A number on the section indicates that you have applications that require review.
- Click the
and choose Approved from the drop-down list.
Click on the icon in the Actions column.
On the Membership Application screen, click View Application.
Common Pitfalls
- Forgetting to change the status filter: Submitted Applications defaults to showing pending applications. If you do not change the drop-down to Approved, previously approved applications will not appear in the list.