Membership & portals / Guided template

Membership onboarding

A clear path from a prospective member to agreement, identity activation, portal access and renewal.

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Step 1 of 9

Set the document context.

Give the completed process document a useful title and enough context for another person to understand why it was prepared.

Document title Organisation or team Prepared by Prepared date Objective and scope

Step 2 of 9

Capture the enquiry

Record the source, membership interest and initial contact details in one place.

Where do membership enquiries arrive, and which initial details and consent must be recorded? Notes, decisions, owners and next actions

Step 3 of 9

Qualify the member

Confirm eligibility, individual or group structure, requirements and the appropriate membership.

What determines eligibility, membership type and whether the member belongs to a group? Notes, decisions, owners and next actions

Step 4 of 9

Create the relationship

Set up the person, organisation, membership and subscription records without duplicating identity data.

Which person, organisation, membership and subscription records are required and linked? Notes, decisions, owners and next actions

Step 5 of 9

Agree and enrol

Issue the agreement, collect acceptance and confirm the start date and membership terms.

How are terms issued, accepted and activated, including dates and payment arrangements? Notes, decisions, owners and next actions

Step 6 of 9

Activate identity

Invite the member to create or activate their account and apply the correct access permissions.

What triggers the account invitation, and how are identity and access levels verified? Notes, decisions, owners and next actions

Step 7 of 9

Open the portal

Use single sign-on and synchronised profile data to present the relevant member dashboard and services.

Which profile data and services should the member see after signing in? Notes, decisions, owners and next actions

Step 8 of 9

Serve and renew

Support profile changes, communications, learning resources, administration and renewal activity.

How are ongoing service, profile changes, communications, renewal and cancellation handled? Notes, decisions, owners and next actions

Step 9 of 9

✓

Review your process document.

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