Approve or Reject Committee Member Applications

Some committees are set up to require prospective members to apply to join. Applicants must be approved for membership after a review of their applications.

  1. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Committees” tab.
  3. In the “COMMITTEES” window that opens, locate the committee name in the list and click on the View icon (blue eyeball) in the “Actions” column.
  4. In the window that opens, click on the “Pending” tab to review applications for committee membership.
  5. To search for specific pending committee members, type your search text in the “Search Members” box. To search for part of a name, enter only a few letters or numbers into the search field.
    • Click on the “Search” button or press “Enter”/”Return” to do your search. The pending-member list changes to display only those records that match your search criteria.
    • To clear your search results and display all your committees, click on the “Clear” button.
    • To sort your search results by one of the categories of information in the pending-member list, click on a column name or the pair of arrows to the right of the name. By default, the records sort in ascending order. To change the sort to descending order, click on the pair of arrows again. Each time you click on the arrows, the sort order changes. You can identify the sort order by which of a pair of arrows is dark gray. When the information sorts in ascending order, the arrow pointing up is dark, and vice versa. On unsorted columns, both arrows appear in light gray.
    • If your list of search results covers more than one page, click on the right arrow above the list to move to a later page, the left arrow for an earlier page, or a page number to go directly to that page.
  6. To view a prospective member’s credentials, click on the “View” button in the “Actions” column of the pending-member list.
  7. In the “VIEW APPLICATION” window that opens, review the prospective member’s name, address, phone number, e-mail address, and the prospect’s answers to the committee-application form. To approve the prospective member from the “VIEW APPLICATION” window, click on the “Approve” button. To reject the prospective member from the “VIEW APPLICATION” window, click on the “Reject” button. To exit the process without approving or rejecting the prospective member, click on the “Close” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  8. To edit the settings for a committee from the committee view window, click on the “Edit Committee” button at the top right of the window.
  9. To return to the “COMMITTEES”  window from the view window for a specific committee, click on the “back to all committees” link under the name of the committee at the top of the window.

    10. Rejected Members

    After you have rejected prospective members for committee membership, you can review their applications.

    1. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen.
    2. Click on the “Committees” tab.
    3. In the “COMMITTEES” window that opens, locate the committee name in the list and click on the View icon (blue eyeball) in the “Actions” column.
    4. In the window that opens, click on the “Rejected” tab to review applications for committee membership.
    5. To search for specific pending committee members, type your search text in the “Search Members” box. To search for part of a name, enter only a few letters or numbers into the search field.
      • Click on the “Search” button or press “Enter”/”Return” to do your search. The rejected-member list changes to display only those records that match your search criteria.
      • To clear your search results and display all your committees, click on the “Clear” button.
      • To sort your search results by one of the categories of information in the rejected-member list, click on a column name or the pair of arrows to the right of the name. By default, the records sort in ascending order. To change the sort to descending order, click on the pair of arrows again. Each time you click on the arrows, the sort order changes. You can identify the sort order by which of a pair of arrows is dark gray. When the information sorts in ascending order, the arrow pointing up is dark, and vice versa. On unsorted columns, both arrows appear in light gray.
      • If your list of search results covers more than one page, click on the right arrow above the list to move to a later page, the left arrow for an earlier page, or a page number to go directly to that page.
    6. To view a rejected member’s credentials, click on the “View” button in the “Actions” column of the pending-member list.
    7. In the “VIEW APPLICATION” window that opens, review the prospective member’s name, address, phone number, e-mail address, and the rejected prospect’s answers to the committee-application form. To exit the “VIEW APPLICATION” window, click on the “Close” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
    8. To edit the settings for a committee from the committee view window, click on the “Edit Committee” button at the top right of the window.
      • To return to the “COMMITTEES”  window from the view window for a specific committee, click on the “back to all committees” link under the name of the committee at the top of the window.