Approve members for the timebank
This is for any members who apply to the timebank. If members are not approved, they still may be able to use other platform features (depending on the settings chosen by an admin).
- Sign into your platform.
- Type /CMS after the platform URL.
- There are two options for where you need to go next in the menu, depending on how your platform has been set up.
- Option 1 is to use the left-hand menu to select 'Members' and then 'pending members'.
- Option 2 is to use the left-hand menu to select 'Timebank' and then 'Timebank applications'.
- View all members to be approved for the timebank.
- Select a member to open up their details page.
- Review their information on the main page (email address and name - they will complete their profile after you approve them).
- There are two options for where you need to go next.
- Option 1 is where you will see a 'review and approve button'. Click or tap on this to review their responses to your 'Join the timebank' form.
- Option 2 is where you will need to click or tap on the hyperlink at the top to 'custom form data' and review responses to your 'Join the timebank' form.
- On this page, use the button to 'approve member'.
- This will send an email to the member to prompt them to sign into the platform and complete their profile.