You can generate a link to send people to your public Site Joins Page, which is essentially a registration page for your site. This can be used in conjunction with or as an alternative to adding people with email addresses manually.
Enabling your Site Joins Page allows your organization to provide a link to a public page where people can register themselves and family members (if applicable) to join your Givebacks site and join specific hubs if you choose to allow this. Site administrators will then approve or reject the join requests.
Note: This does not add people as members. Use the Givebacks Store for this function.
Site Joins Page Setup
1. From the toolbar select My Organization > Info & Settings > scroll to Site Joins Settings.
Note: You can also reach this page by going to Contacts > All Contacts > View Joins Requests > Settings.
2. Scroll to the Site Joins section and check the box for enabling your Site Joins Page. You may also choose to auto-approve site joins. Please use this option cautiously as it removes the validation step to allow users in your site.
3. You can select the date range for your Site Joins page to open and add any descriptions/information you want to appear as an introduction comment. Click the blue Save Changes button at the bottom right.
4. Copy the Site Joins link. The link will take people to the Site Joins page, where they can request to join your Givebacks site as a contact.
There are two options. You can provide the full web address, which includes the Join Request Key. Or, for a greater degree of security, you can give out the shorter of the two web addresses, which does not include the key in the address. Visitors who join that page will be required to type in the Join Request Key to register. You will need to communicate the key separately.
Site Joins Page
The user will fill out the form.
Processing Join Requests
1. Administrators can process join requests under Contacts > All Contacts > View Join Requests.
2. Check the box next to the person and choose the Accept, Reject, or Hold button.
Upon accepting a join request, a new contact and family will be created under Contacts > All Contacts or if a match is found, it will update the existing contact's information.
Rejecting the request will flag the request accordingly.
Holding a request just puts it into a "hold" state so an administrator can handle it later.
3. To edit a person's role, click the 3 dots at the end of the line. Select the correct role from the dropdown and click Submit.
Questions? Click the "?" icon to contact Givebacks Support.