Member Management Team: Difference between revisions
From Pumping Station One
→Create Member: note about ID check before sending door code |
added section on checking ID. |
||
| Line 4: | Line 4: | ||
* Change the ticket status to "open". | * Change the ticket status to "open". | ||
== Member Site Admin == | |||
* Log in to Member site. | |||
== Onboarding == | == Onboarding == | ||
| Line 28: | Line 31: | ||
* Mark the ticket resolved, no need to move it to any other queues | * Mark the ticket resolved, no need to move it to any other queues | ||
* Quickbooks automatically creates new Quickbooks member profiles (different from the member's site), when importing transactions through the PayPal app | * Quickbooks automatically creates new Quickbooks member profiles (different from the member's site), when importing transactions through the PayPal app | ||
=== Check Member ID === | |||
* Go to member site and find the member's page. | |||
* Click "Check ID" to get to the ID check form. | |||
* When checking a member's ID, respect their privacy and do not talk loudly about their name, address, etc. | |||
* Fill out the form, and talk to the member about what it means to be a member of PS1. | |||
* After checking the ID, see if the member now has two ID checks. | |||
* If the member has two ID checks. Send door code email. | |||
== Suspension == | == Suspension == | ||
