Workflow Manager | Glue Up Helpdesk

Processing membership applications

Processing Membership Applications Your organization’s membership applications can be managed in the Applications subsection of the Membership module’s Workflow Manager. The Workflow Manager can be accessed in the left sidebar navigation menu. Adding a membership application In the main screen of … Read More

Processing member renewals

Processing membership renewals Your organization’s membership renewals can be managed in the Renewals subsection of the Membership module’s Workflow Manager. The Workflow Manager can be accessed in the left sidebar navigation menu. Managing and tracking membership renewals Membership renewals are … Read More

Validating new member requests within corporate memberships

Validating new member requests within corporate memberships Any members invited by a corporate membership’s primary member can be managed in the Member Validation subsection of the Membership module’s Workflow Manager. The Workflow Manager can be accessed in the left sidebar … Read More

Approving add-on requests

Approving add-on requests All primary member requests to add one or more member slots to a corporate membership can be managed in the Add-on Requests subsection of the Membership module’s Workflow Manager. The Workflow Manager can be accessed in the … Read More

Bulk Action for Applications in Membership Workflow Manager

You can now take bulk action for Applications in the Workflow Manager of the Memberships Module. This enables the Membership Manager (admin user) to approve or deny pending applications all at once, as opposed to one at a time. In … Read More

Multi-Term Memberships and Discount Configurations

Now you can add multi-term memberships and enable discounts for applicants/members who purchase single or multiple terms. First, go to Membership Types in the Membership Settings. Next you can either Configure a New Membership Type or Create a New Version of … Read More