How to Approve a Request to Join Your Community Group

When someone requests to join your community group, and the group is setup as a "Private" group. You will receive a notification in the client portal, and via email, to approve their request to join the group. Here is what the notification in the client portal will look like:

Here is what the email notification will look like:

You can login to your client portal to approve their request.

How to Approve a Request to Join Your Community Group

1. Navigate to the "Memberships" section on the left side menu.
2. Hover over "Communities" at the top and click on "Groups."
3. In the "Community Group" section, click on the "Login" button for the specific group you want to manage.
4. If prompted to set up a password for the Client Portal, follow the system instructions.
5. Once logged in as an admin, go to the "Members" section at the top.
6. Click on the request category.
7. Click on the three dots to the right of the individual's name, and select the option to change their role if needed ( i.e. admin, contributor).
8. Ensure the individual is added as a contributor.
9. Go to the "Requests" section and click "Approve" to finalize the request.
10. The individual will receive an email notification confirming their approval to join the group ( see image example below ).
11. They'll be able to click on the "View Group" button, and they'll automatically be logged into your community group.