Validation Settings for Application Forms

What is It?

Validation Settings determine whether users who complete an application form instantly become members or have to wait for admin approval before they receive membership privileges. This is a great feature for organizations that need to verify the credentials of their applicants before they can join the organization.

How to Access

Navigate to Forms > Form List if you have already set up the application form and wish to change this setting.

Changing the Validation Settings

Click on Settings at the top of the form.

Part way down the settings page is a section titled 'Membership Application Settings'.

Beneath 'New Member Group:' you can select the group into which new members will be placed. Beneath 'New Member Status,' you can select whether the new member will be Valid or Invalid upon submission of the application form.

• Valid: If you select Valid, the new members' profiles will appear in the group which you have specified and they will immediately have all the permissions assigned to that group.

• Invalid: If you select Invalid, the new members' profiles will appear in the 'Profiles Set to Invalid' area and they will only have access to the public areas of your site. These members will not be able to login until an administrator has validated their profile.

Validating Invalid Members

To validate a member, navigate to your admin home. On the right-hand side, beneath the list of groups, is a section titled 'Profiles set.' Click on View next to 'To Invalid'. 



This will display all of the invalid profiles. Check the box labeled 'tag' beside each profile that you wish to validate. Scroll to the bottom of the results page and click Change Status.

The following page will give you the option to delete the profiles, validate or invalidate the profiles, or set the profiles to active or inactive. Select the radio button beside 'Set to Valid' and click Save at the bottom of the page.

Once a member's status is changed to Valid, their profile will appear in the appropriate group, and they will have all the permissions assigned to that group.