Can we Approve Online accounts for Residency status?

  Overview

RecDesk can be configured so that all new accounts created online via the RecDesk Community portal must go through an approval process prior to allowing new account members to register for programs and reserve facilities. In this article you'll learn how to get this set up and to start approving new online accounts!

  Before You Start

• Contact your RecDesk Customer Success Manager to Activate Online Account Approval for you;
• Be sure to set up default residency base on Town Names or Zip Codes. See How do I Set Up Residency Requirements?
• You must have a RecDesk Administrative User Role of Director or Assistant Director to approve online accounts;
• You can optionally sign up to get email alerts when new online accounts need to be approved. See How do I Sign Up for Email Alerts for Users?.

 Once a customer creates and account online, go to your RecDesk Director Dashboard and under Alerts & Notices ACTION REQUIRED: There are online accounts requiring approval, click on the link Click here to go there now. You can also go to Members, then click on Online Account Approval.

Sorting/Searching the Account Approval Queue

Sorting the Approval Queue 

1. Select Sort By from the drop down. Options are:
   • By Date (default)
   • By Last Name (sorts by the last name of the member with the Online Account ID)
2. Select:
   •   - Sort Descending: Newest - Oldest (By Date) or Z-A by (Last Name) (default)
   •   - Sort Ascending: Oldest - Newest (By Date) or A-Z by (Last Name)

Searching the Approval Queue

Type all/part of a Last Name in the Search Box and hit Enter

Approving Online Accounts

Single Households

1. Click Approval Action
2. Select:
   • Approve as Resident
   • Approve as Non-Resident

Household with Multiple Members

1. Click Approval Action on topmost member of household
2. Select:
   
   • Approve as Resident
   • Approve as Non-Resident
   • Approve Household as Residents
   • Approve Household as Non-Residents

  Tips:

If you don't want your new online customers to have to wait to be approved, consider our GIS Residency Option. See here: TO DO - How Can I Set Residency Based on an Address/GIS Database?