Usage
After the member submits their request in the Chapter Membership Portal, the chapter chair, chapter membership officer, and primary chapter manager of the outgoing chapter are notified over email. The CC, CMO or CM can complete Good Standing Review either via email or via the CM Hub.
Platform
Chapter Management Hub
Watch the video
Steps
Good Standing Review via Email
1. After the member submits their request in the Chapter Membership Portal, the chapter chair, chapter membership officer, and primary chapter manager of the outgoing chapter are notified over email. The CC, CMO, or CM can complete Good Standing Review via email. No additional comments can be added via email.
Good Standing Review via the CM Hub
1. Click on Membership or Manage to navigate to the Membership module in the CM Hub.
2. Select the Members Leaving tab and Select the View for Provide Good Standing Review.
3. Locate the member and use the dropdown arrow next to their name to select the Recommend/Not Recommend action.
4. On the pop-up window, select Recommend or Do Not Recommend as applicable. Add relevant comments.
5. Click Submit.
Things to know
This is the only step that the outgoing chapter needs to complete for this member transfer process.
The Chapter Chair, Chapter Membership Officer, or Chapter Manager can complete Good Standing Review and add comments via the CM Hub.
How to get help
Contact your regional manager (RM) or concierge@ypo.org.