Onboarding a Single Member to the Members Register

Step 1: Navigate to the New Member Registration Form

Actions

1. Click the "New Member" menu item on the left side pane

2. Click on the "Members Operations" drop-down

3. Click on the "New Member" to open a membership form

Step 2: Fill in the Details to Register a New Member:

Actions

1. Click on the "Mandatory fields" to key in details

2. Click on the "Save" button to register the new member

3. Click on the "Clear" button to start filling the form a fresh

4. Click on the "Close" button to exit the form

Step 3: Navigate to the Members Approval Register:

Actions

1. Click on the "Member Approval Register" drop-down menu

2. Click on the "Member Approval" menu item to open the approval window

Step 4: Approval the New Membership:

Actions

1. Click to select a member from the list

2. Click on the "Authorization" drop-down menu to Certify, Authorize and Approve the member