Relative Noob here.
With my relatively out of the box installation I have new users joining the org via a membership contribution page.
I can use the profile-advanced settings to automatically add the people to an "active member" group once the dues are paid (either by cc or by cash/check).
That works well.
But, I now want to add a new step where a club administrator needs to verify a document for all new members.
The workflow would be something like
Non-Member ↓ [uses a registration/contribution page to join] ↓ If cash/check --yes--> They get queued in pending payment ↓ ↙ ↓ cc ↙ admin registers pmt ↓ ↙ User enters a new state pending verification of document, maybe via profile-advanced-grp ↓ [Admin verifies, just like an admin can confirm payment] ↓ user is now a full active member
Can someone recommend some good reading material that might be helpful here? I see member rules that might be a good start
Is there an easy strategy to get an admin action working to have an admin kick a user from State-A to State-B once they verify the document?