Invite New Members with Account Setup

Completed

JF

Josh Freed

6 years ago

Create a basic "Add Member" functionality that would create a new member in the system. This function would require Name, email, Membership Type information. It would then create their account and send them a welcome email. That welcome email would include the password reset link capability that is already available. The password reset would allow the newly added member to set their password. The email would need to be a new standalone email so the space could edit the text that would be needed for the next steps of a new member. This could include a link to adding payment information, filling in profile, etc.

Activity

DM

Darin Miller

6 years ago

Similarly, with multiple spaces, if a member joins one of our spaces, I would like to be able to replicate their membership to our other space rather than awkwardly asking them to join both spaces. It's confusing to them. This would be admin functionality.

JH

Josh Hudnall

6 years ago

Agreed. We will look at ways to implement both of these.

4 hidden items

AM

Anthony Mendiola

4 years ago

!!!! Action Requested!!! For Human Citizen to make a seamless transition to Proximity, I need to load three or four more members in advance. An add member button is needed asap. I already have the join link and intro letter set up. But we need my members to find their data already there when I send them the link. And I'll need to do this today, if not asap, since I already sent them the link and they will be looking for their prepopulated information. And it should be easy enough to have an owner "add new member" button - there is one everywhere else, correct? for plans, add ons, resources? And if this is the number one request, should not someone be working on it? This might be a deal-breaker for me (the company) not having this capability. My current system can do this as a basic function, and much more. I was sold on the flexibility and seamless transition to Proximity, and this seems pretty critical for essential functionality. I will not transition if this is not possible. I hope you can help. Tony Mendiola

DM

Darin Miller

4 years ago

Yes..... I can show you a thread of texts trying to get a new member to join just today..... Ha ha. We finally were successful.


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