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Member Onboarding Process
This page describes how the application and approval worfkow works, including the systems used.
High Level Process
Here's the basic flow:
- A prospective member goes to the joining_steps page and clicks the application link.
- The prospect fills out the application including information we need to evaluate the prospect.
- Upon submitting the application , an email is sent to each board member with a link to review the application.
- Each board member can approve or deny the application and put in a note (optional).
- If the prospect qualifies for approval by having a 2 more “ayes” than “nays”, an email goes out to the those assigned with the “approver” role. This occurs after one of the following conditions: happens:
- - A net positive of 2 aye votes and a 4 day period passes.
- - A net positive of 4 aye votes happens.
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