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CM Hub: Officer Approval/Rejection on Transfers and Secondary Membership Requests

Step 5: How a chapter officer can provide approval/rejection for a member transfer or secondary membership request.

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Written by Niloma Kolay

Usage

This is step 5 of the member transfer request process. The chapter chair and chapter membership officer are notified to approve or reject the request and can do so via email or via the Chapter Management Hub.

Platform

Chapter Management Hub (CM Hub)


Watch the video


Steps

Steps to approve/reject via email

1. The chapter chair and chapter membership officer are notified to approve or reject the request and can do so via email.

Steps to approve/reject via the CM Hub

1. Click on Membership or Manage to navigate to the Membership module in the CM Hub.

2. Select the Members Joining tab.

3. Select the list view Members Waiting for Approval.

4. Locate the member and use the dropdown next to their name to select Provide Officer Approval/Rejection.

5. In the window that opens, select Approved or Rejected. This will display a confirmation message and trigger the next step for finalization.


Things to know

  • Officer approval/rejection can only be provided by the chapter chair or chapter membership officer. If a chapter manager takes this action, they will receive an error message.


How to get help

Contact your regional manager (RM) or concierge@ypo.org.

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