05th November, 2014 by Samuel Watts

How to approve new members withing Envisage.

1. Click on the CRM tab from the left hand menu.

CRM System

2. This will take you through to the CRM System area.

CRM System Area

3. Click on the Approval queue button on the Membership Approval tab.

Membership Tab

4. This takes you through to the Approval Queue.

Approval Queue

5. On the right under the search for a member area, there is a list of members awaiting approval.

Search For Member

6. Next to the members name, there are three options Edit, Approve and Reject.

Edit Approve Reject

7. Click on the approve button.

8. Now the approve button has vanished. The user is approved.

Approval Done

About author

Samuel Watts

Sam is our resident video games expert. as well as being a dab hand (Or should that be knee) at muay thai. He is the man on the end of the phone dealing with your support requests.

We are always here to help you. Don’t hesitate to contact us anytime!

01202 555124 or hello@envisagecms.co.uk