Auto-approve application

Membership applications may be set to auto-approve* if the application is paid by credit card.

Watch video demonstrating how auto-approve works.

*Only available when Member Information Center v 3.0 or greater is enabled.

Turn on auto-approve

1.	Login with Administrator permissions.

2.	Click Setup in the left-hand menu.

3.	Click Define Membership Packages.

4.	In the Payment Options section, ensure that Accept Credit Card Payments is selected, and then select Auto-Approve Applications paid by Credit Card.

5.	Click Save.

With this auto-approve selected, when the applicant pays by credit card, their application will immediately be moved to "Approved" status which also changes their member status from Prospective to Active without your intervention. This auto-approve setting also means that the application will display as Approved in the Application History and won't appear in your Mbr Signups Task List or Pending Applications.

Notes:

An email notifying you of the membership application payment will be sent to the email address that it connected to your credit card payment notifications. This email address was designated when your credit card processing was setup with your MicroNet support team member.

The credit card transaction will appear in the Task List under Mbr Payments just like any other credit card payment. Follow standard steps for creating a receipt or invoice/payment for this transaction.

Requirements:

Ensure that your application is asking for a primary rep and primary rep email address.

Double-check that the primary rep permissions are what you’d like them to be.

Member information Center must be version 3 or greater.