Members and internal users can add memberships without manually amending a contract with the Member Self Serve feature. Membership Workflows can be configured to control the maximum number of memberships allowed, the amendment type, and the document template used.
This article describes adding a Memberships Workflow.
This article is part of the Kube system setup flow. For more information, see Kube setup checklist.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all these menus or services may not be available or displayed.
To add a memberships workflow
Select your Personal Profile in the top menu and select System Settings in the drop-down menu. The Operator Profile screen appears.
Select Workflows in the side menu. The Contract Approvals screen appears.
Select the Amendments tab then the Memberships tab. The Memberships Workflows menu appears.
Click the Add button for either the Operator or Property. The Add Memberships Workflow menu appears.
TIP: The process for adding an operator or property workflow is almost identical. Differences are noted in the Add Memberships Workflow Screen Reference at the end of this article.
Complete the fields. For field descriptions, see the Add Memberships Workflow Screen Reference at the end of this article.
Click Save.
Add Memberships Workflow Screen Reference
Property | Select the properties or property list the memberships workflow applies to. This field does not show for the operator level memberships workflow. |
Amendment Type | Select the amendment type that gets automatically applied. For more information about adding contract and amendment types, see Adding a contract type. |
Document Template | Select the template that is automatically set at the Communicate stage gate. For more information about adding a contract template, see Creating a custom contract template and Creating a custom invoice template. |
Apply Membership Cap | Select this option if the number of memberships should be limited by the total space capacity a company has at a property. |
Space Capacity Multiplier | The number entered is multiplied by the total space capacity a company has at a property, and the result determines the maximum number of memberships allowed. |