New Member To Do: Difference between revisions

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These are the actions to take when a new member applies and pays his dues:
These are the steps that a new member goes through when he/she applies for membership.
*Communicate via email to provide confirmation that application/dues have been received. 
 
**Describe process and timeline to becoming a full member
 
**Answer any questions on member application
===Member Applies===
*Get member to post an introduction on the google group
This can be done through a paper form or the online form.
*Get LDAP credentials for new members
 
*Add new member to list of authorized users of google calendar
====Secretary====
* Sends email detailing steps to membership
**Sign waiver
**Read rules
**Visit the space
**Come to New Members Onboarding
* Answers questions posed in application and through email
* Enter information in haxdb
 
===Member pays first month's dues===
Trial month starts
 
====Treasurer====
*Notifies Secretary that member has paid their first month dues
 
====Secretary====
* Notifies member of trial month dates and steps to full membership
** Invitation to visit often
** Invitation to Mattermost
** Request for picture
** Invitation to New Members Onboarding
* Update information in haxdb
 
===Trial month is up===
 
====Secretary====
* Solicits rest of board for vote to determine if person can be inducted into membership
* Notifies person of their new membership status
* Schedule time to receive key
* Update information in haxdb
 
====Webmaster====
 
=====New WordPress Member account=====
* add new user
Do not add user from existing user on same network. Use the same email address in haxdb. When creating the user, generate a new password, do not email user about the account creation, set as member user role. Use the mattermost username when creating the WordPress account, or arbitrarily come up with a closely-related username if such is not available.
* update haxdb with WordPress username
* Send the username and password to the user through mattermost.
 
====Tech Director====
 
=====OPTIONAL, if requested - New wiki user account=====
* add new user with edit permissions
 
===Member receives key===
 
====Secretary====
* Have member mark key with unique code
* Show where member storage is
* Show member security system and arrival/leaving procedures
* Show member how to lock/unlock parking lot gate
* Update haxdb with key code

Latest revision as of 16:33, 8 March 2018

These are the steps that a new member goes through when he/she applies for membership.


Member Applies

This can be done through a paper form or the online form.

Secretary

  • Sends email detailing steps to membership
    • Sign waiver
    • Read rules
    • Visit the space
    • Come to New Members Onboarding
  • Answers questions posed in application and through email
  • Enter information in haxdb

Member pays first month's dues

Trial month starts

Treasurer

  • Notifies Secretary that member has paid their first month dues

Secretary

  • Notifies member of trial month dates and steps to full membership
    • Invitation to visit often
    • Invitation to Mattermost
    • Request for picture
    • Invitation to New Members Onboarding
  • Update information in haxdb

Trial month is up

Secretary

  • Solicits rest of board for vote to determine if person can be inducted into membership
  • Notifies person of their new membership status
  • Schedule time to receive key
  • Update information in haxdb

Webmaster

New WordPress Member account
  • add new user

Do not add user from existing user on same network. Use the same email address in haxdb. When creating the user, generate a new password, do not email user about the account creation, set as member user role. Use the mattermost username when creating the WordPress account, or arbitrarily come up with a closely-related username if such is not available.

  • update haxdb with WordPress username
  • Send the username and password to the user through mattermost.

Tech Director

OPTIONAL, if requested - New wiki user account
  • add new user with edit permissions

Member receives key

Secretary

  • Have member mark key with unique code
  • Show where member storage is
  • Show member security system and arrival/leaving procedures
  • Show member how to lock/unlock parking lot gate
  • Update haxdb with key code
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