Public Registration Form — Approval Process Enhancements

Release date 18 December

This release enhances the public registration approval process in a number of ways, including the following:

  • Allow approvers to add a reason when the request denied.
  • That reason is then added to the notification sent to the requestor, helping them understand the reasoning behind the denial.
  • The "Add users" permission will be moved to now be a sub-permission of the “Manage team members” permission for managerial jobs (organizational and custom) and custom roles. 

Change Add Users Location

The Add Users and Manage registration requests permissions are now found under Manage Team Members. Manage Team Members will always be activated when Add Users is. This makes it possible for the individual to access the Manage Members page and the Add Members button. 

Note: Any functionality in the Manage Members page not available to the individual due to their permissions will be inactive on the page. For example, they may be able to see the proxy option, but they will not be able to select it.

Note: Selecting the Manage team members master permission will select all sub-permissions except Add team members. Add team members and Manage registration requests will need to be selected individually. 

Approving Registration Requests

Individuals with the Manage registration requests permission are now always able to view the Manage Members page. On that page there will now be a new tab to manage registrant requests. Here, the individual will now be able to accept or deny any requests they are able to view.

Selecting the eye icon next to any request, will bring up more information that was submitted with the request.

Selecting the X icon will deny the request. In the modal that displays, they can add a reason for the denial. 

This reason can be shared with the registrant, and the notification email can be edited in Notifications.

The email notification now contains an optional Denied reason variable.

Related Articles

Approval Process for Public Registrations

Manage Members Options

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