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Review and approve applications

One queue for everyone waiting to join, split into Pending, Unpaid and Denied.

Applies toDashboard

Community → Applications opens Membership Applications, which Kannect describes as where you "Review and approve requests from people who want to join your community."

Everything that needs a decision from you arrives here: applications to a membership plan and to a group or program, as long as that plan or group is not set to auto approve.

The three tabs

  • Pending. Applications waiting for your decision. This is the working queue, and the one to check on a schedule.
  • Unpaid. People who applied to something that costs money and have not paid. They are not waiting on you, they are waiting on themselves.
  • Denied. Everyone you have turned down. They stay here rather than disappearing.

What is on each row

| Column | | | --- | --- | | Applicant Name | | | Gender | | | City | | | Phone | | | Applied On | The date they applied, which is the one to sort your conscience by. | | Approve | The decision. |

Above the table is a Search box, and below it you can show 25 or 100 rows at a time.

Steps

  1. Open Community → Applications.
  2. Stay on Pending.
  3. Open an application to read what they submitted.
  4. Approve it, or deny it.
  5. Check the Unpaid tab separately, because nothing there will move on its own.

Where they go afterwards

  • Approved: the person appears in People, on the plan or group they applied to, and their answers land on the Profile tab of their record.
  • Denied: they move to the Denied tab and stay there.

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