Kavi® Members Help
Table of Contents
The Individual Membership Applications tool allows administrators to view and moderate membership applications that are pending moderation and approve, deny or skip these applications.
A link to this tool appears on the Admin Tools menu in the 'Membership, Types and Roles' section if your organization offers memberships to individuals, and has moderated membership types.
There are two tools that allow you to manage individual membership applications. Use this tool to moderate applications in bulk, or click the Manage Application link to manage a specific application through the Manage an Individual Membership Application tool. You must use the Manage an Individual Membership Application tool if you want to edit the application or send customized email to an applicant.
When you approve applications through this tool, a welcome email is automatically sent out.
If you deny an application, automated email is only sent out if your organization has a Scheduled Email that gets sent out when an application is denied. You can check on this through the View Email Schedule tool. If no email is scheduled and you want to send a message to the applicant explaining the reason for the denial, click the Manage Application link to go to the Manage an Individual Membership Application tool.This tool allows you to send an email and add extra information to the body of the message if desired.
Set one or more optional search fields to define your search criteria. If you set more than one field, the search retrieves only those applications that match ALL your criteria.
Applications that meet your search criteria are displayed.
|Applicant||The name of the person applying for an individual membership.|
|Manage Application||A link to a tool that allows you to manage this application individually.|
|Membership Type||The name of this membership type.|
|State||The state of this membership in the membership workflow process (e.g., 'current', 'archived', 'pending moderation', etc.).|
|Bill State||The state of the bill, as tracked in Kavi Billing. This can be 'Paid', 'Unpaid', 'Canceled', 'Missing' or 'N/A'. For more information on Bill State, see the Kavi Billing help.|
|Last Modified||A time stamp updated the last time the user's information changed.|
|Approve||Click this option to approve an application. This application will proceed to the next step in the workflow, so it may become current or may remain in the pending state.|
|Deny||Click this option to deny an application. This application will be deleted.|
|Skip||Click this option to skip an application. This application will remain in the moderation queue indefinitely.|
You've just moderated a set of individual membership applications. Click Moderate Another Set if there are other individual membership applications you wish to moderate.