There are several ways to get people into your MemberHub Site. One option is to send people to your public Site Joins Page, which is essentially a registration page for your site. This can be used in conjunction with or as an alternative to adding people with email addresses using the instructions here.
Note: This does not add people as PTA members. Use the MemberHub Store for this function.
Enabling your Site Joins Page allows your organization to provide a link to a public page where people can register themselves and family members (if applicable) to join your MemberHub site. You and/or other site administrators will then approve or reject the join requests.
Site Joins Page Setup
To get started, access the contacts tab on the left-hand side then the Join Requests button.
Click Settings on the top left to enable your site joins page.
In the settings you will need to click change to setup/adjust the site join.
Click the check box to enable site joins
From there, enter any available dates you want or any descriptions/information you want to appear on the site joins page. Click the blue save on the bottom right.
Once you click save, scroll back up a bit. You will see your site join links you can share.
At this point, you're ready to distribute the web address of your Site Joins Page. This is the page where people will go to request to join your MemberHub site.
There are two options. You can provide the full web address which includes the Join Request Key. Or, for a greater degree of security, you can give out the shorter of the two web addresses that do not include the key in the address. Visitors that join that page will be required to type in the Join Request Key in order to register.
Processing Join Requests
As people submit join requests, administrators are then required to process those requests. The requests will show up right on the Join Requests tab under contacts, just like the above page.
Administrators can accept, reject, hold, and edit a person's role for each request accordingly. Just check the box next to the person and choose the accept, reject or hold button.
Upon accepting a join request, that person's information will either create a new person and family in the People tab or if a match is found, it will update the existing person's information.
Rejecting the request will flag the request accordingly and any email addresses used in that request will not be available for future join requests until an administrator deletes/clears that request.
Holding a request just puts it into a "hold" state so an administrator can handle it later.
To Edit a person's role, click the 3 dots at the end of the line.
Questions? Ask Us! Email email@example.com