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      Use cases for Member Approval

      Use cases for Member Approval

       

      Use cases for Member approval based on different permissions enabled.


      Use Case 1

      Workspace Member Approval = On
      Community Member Approval = On

      Member Self-Registration to Workspace:

      •  Member registers and awaits Workspace admin approval.
      • Once approved, the member receives a verification email and a community invitation.
      • After verification, they become a Workspace member.
      •  If assigned to a group with auto-assignment criteria, they are automatically added to the group and associated community without needing Community admin approval.


      Member Self-Registration to Public Community:

      • Member registers via a Public community URL.
      • First, Workspace admin approval is required for Workspace access.
      • Then, Community admin approval is required for participation in the community.


      Quick Add or Upload by Workspace Admin (without community assignment)      :

      • A member added by Workspace Admin gains Workspace access after email verification.
      • They can join available communities but need Community admin approval to participate.


      Quick Add or Upload by Workspace Admin (with community assignment)      :

      • Member added with community assignment can participate directly in the community after email verification without needing Community admin approval.- *Quick Add or Upload by Community Admin*:
      • A new non-Workspace member added by Community Admin requires Workspace admin approval before participating in the community and appearing under Community Member management.


      Use Case 2

      Workspace Member Approval = On
      Community Member Approval = Off


      Member Self-Registration to Workspace      :

      • Member registers and awaits Workspace admin approval.
      • Once approved, they receive a verification email and community invitation.
      • After verification, they become a Workspace member and can join available communities.
      • If assigned to a group with auto-assignment criteria, they are automatically added to the group and associated community.


      Member Self-Registration to Public Community      :

      • Member registers via a Public community URL.
      • Workspace admin approval is required for Workspace access.
      • The member can participate in the community immediately after approval.


      Quick Add or Upload by Workspace Admin (without community assignment)      :

      • Member added by Workspace Admin gains Workspace access after email verification.
      • They can join available communities within the Workspace.


      Quick Add or Upload by Workspace Admin (with community assignment)      :

      • Member is added to the community directly and can participate in the community after email verification.


      Quick Add or Upload by Community Admin      :

      • A new non-Workspace member is added to the community by Community Admin.
      • Workspace admin needs to approve them.
      • The member can now participate in the community and will appear under Community Member management.


      Use Case 3
      Workspace Member Approval = Off
      Community Member Approval = On


      Member Self-Registration to Workspace      :

      • Member registers and receives a verification email.
      • Upon verification, they become a Workspace member.
      • If assigned to a group with auto-assignment criteria, they are automatically added to the group and associated community.
      • Community admin approval is not required.


      Member Self-Registration to Public Community      :

      • Member registers via a Public community URL.
      • Gains Workspace access after verification but requires Community admin approval to participate in the community.


      Quick Add or Upload by Workspace Admin (without community assignment)      :

      • Member is added by Workspace Admin
      • Gains Workspace access after email verification.
      • They can join available communities but need Community admin approval to participate.


      Quick Add or Upload by Workspace Admin (with community assignment)      :

      •  Member is added with community assignment
      • They can participate directly in the community after email verification
      • Community admin approval is not required.


      Quick Add or Upload by Community Admin      :

      • A new non-Workspace member is added to the community by Community Admin.
      • They are automatically added to the Workspace and can start participating in the community after email verification.


      Use Case 4
      Workspace Member Approval = Off
      Community Member Approval = Off

      • Member Approval is not required at any level.
      • Members can join all available communities and participate as soon as they verify their email addresses.

      Last Updated: November 12, 2024