Join workflow

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This describes the workflow of actions by applying members and coordinators in the process of signing up new members.

Prospective members uses "Join" function

When a prospective member clicks on the "Join" button they will be shown the "apply for membership" page (For the demo site it is: https://democw3.timebanks.org/signup)

They will also see the site's "Membership Requirements"

To "Join" the prospective member will be required to:

  1. Enter a first name.
  2. Enter a last name.
  3. Enter an email address (which will be used as the login).
  4. Enter a password.
  5. Re-enter the password.
  6. Click the Apply for membership button.

Note: These 4 fields (first name, last name, email address and password) the only fields required for an individual person using the "Join" link to apply for membership in the timebank.

If they choose to "Sign up as an organizational member" they will required to:

  1. Enter the name of the organization.
  2. Enter an email address (which will be used as the login).
  3. Enter a password.
  4. Re-enter the password.
  5. Click the Apply for membership button.

Note: These 3 fields (name of organization, email address and password) the only fields required for an organization using the "Join" link to apply for membership in the timebank.

After prospective members fill out the join form and clicking on "Apply for Membership" triggers the following actions by Community Weaver.

The prospective member will:

  • have a new account set up with the role "Applying Member"
  • be redirected to the "Welcome" page
  • be able to login to this new account and can edit their profile, but will have the same limited access to offers, requests and timebankers'alents as an anonymous user has.
  • be sent an email notification requiring them to click on a link to confirm their email address. Tip: If the member does not see the email in their inbox, suggest that they check their spam folder.

For Coordinators

  • All coordinators will be sent a sign up email notification informing the coordinators of a new member application and the prospective member will be given the role "Applying Member".


The next step for Applying Members and Coordinators

For Prospective members

When a prospective member clicks on the email confirmation link in the notification they received, they will be guided through the following steps. They will be

  1. directed to the Community Weaver site that they joined.
  2. requested to login using the email address and password that they created when joining unless they are logged in).
  3. shown an online note confirming their successful validation of their email address.
  4. directed to the "Profile Status" page
  5. requested to finish the online membership process (as defined by the timebank).

For Coordinators

  • When the applying member has fulfilled all of the timebank's requirements for membership, the coordinator will need to approve the applying member to give them full member access to the timebank. Coordinators use the "Approve" button (at the top of each applying member's profile) to approve the member. The coordinator must choose the approval date for the member.


Coordinators finish the process

  • review a list of applying members coordinators
    1. Go to GEAR Icon/Reports/Dashboard
    2. in Member Reports section, click on report for applying members
  • Depending upon your timebank's registration processes, additional steps may apply.
  • A coordinator will need to approve the membership once complete.
  • When the applying member is approved by a coordinator, the member will be notified by email that their membership is approved.