Member sign up I want a process that allows for association members to apply for membership, register and submit documentation related to their certifications . These then need to be assessed and approved by administrators

Can the CiviCRM system accommodate that?

Regards Andrew

  • Hi Andrew - what CMS are you using? I can suggest a solution using Drupal webforms. Others would know better if it can be done via Caldera if you are on WP – petednz - fuzion Oct 17 '18 at 18:28
  • Hi Pete - I'm currently using Wordpress. Havent used Drupal or Joomla in years. – Andrew Adar Oct 18 '18 at 19:20

There is an approach whereby you set up a Membership Status of 'waiting approval' that kicks in at 'join date' and puts the membership in to a non-current status (overridden) - there are some old threads around that may give more pointers eg

IN terms of providing documentation, this can be done via a CiviCRM Profile

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The type of process you are requesting is actually available through events and is called the Participant Approval Process, but as you know, online membership sign-up is handled via contribution pages so it would indeed require customization. You may wish to reach out to several developers to obtain quotes for this work.

Hope this helps, Tamar

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  • Thanks Tamar - but that feature looks like its related to CiviEvents? – Andrew Adar Oct 18 '18 at 19:20

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