New Member To Do

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Revision as of 14:36, 8 March 2018 by Fractalexplorer (talk | contribs) (edited bullet points to fix formatting issues)
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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

  • Set up new member role user account in WordPress with member page on website
    • 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
    • get user their creds

Send the username and password to the user through mattermost.

  • (OPTIONAL - if requested anytime after trial ends) Set up new member with user account on wiki
    • add new user with edit permissions

Use the same email address in haxdb. When creating the user, generate a new password. Make sure the user has editor permissions. Use the mattermost username or the WordPress username if the WordPress username is different than the mattermost username.

    • Update haxdb with wiki username

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