PSFS Administration - Suspense: How to approve My Own Church Registration requests

How to approve My Own Church registration requests

Prospective users of ParishSOFT Family Suite must first register to become authorized users of the software. Users can log in only after an administrator approves the registration request and activates the account. This topic shows the administrator how to review and take action on a registration requests from prospective users.

 

Reviewing a new registration request


Click Suspense and then select User Registrations. The User Registration page will display as shown below.

The tabbed interface guides you through the process of reviewing and finalizing new user registration requests. The process consists of three main steps, indicated by the tabs located at the top of the right panel. By following the steps in the order given, you can make decisions to accurately process registrations without creating duplicate records. In the final step, you will either add the individual as a new user to the software or associate the individual with an existing record in the database.

  • Starting on the Select Registration tab, select the name of the individual whose registration request you want to review.
  • Review the details of the request. If desired, click to expand the entry to view additional information. Reviewing this information can help you make a decision about whether the individual already has a record in the software.
    • The columns in the grid show information provided by the prospective user.

Do one of the following:

  • If you believe the registration request should be removed, you can delete it. For instructions, go to Deleting a Registration Request.

  • If you have reason to reject the registration request, you deny it. For instructions, go to Denying a Registration Request.

  • If you need more information to make a decision about the registration request, you can search the database to find out if the individual already has a record in the software. For instructions, go to Searching_Family_Directory.

 

 

Searching Family Directory

This procedure assumes that you completed the points under Reviewing a Registration Request.

  1. Click the Search Family Directory link in the lower right corner of the page.

  2. The software searches your Family Directory database looking for potential matching records, and then does the following:

    • If the email address in the new user registration request matches emails addresses of existing members in the database, the software displays each existing member's information at the bottom of the right panel.

    • If no matches are found, the software displays this message: No Records.

  1. Do one of the following:

    • If no matches are found, you need to search Family Directory to ensure no existing member record exists. Proceed to Step 4 to begin the search process.

    • If none of the matches is correct, you need to search Family Directory to ensure no existing member record exists. Proceed to Step 4 to begin the search process.

    • If a match is correct, select the matching record. Then, go to Finalizing a New User Registration Request to complete the registration process.

  1. Search your database to determine if the prospective user already has an account. Complete these steps to make that determination:

    1. In Action dropdown list, select the Find Existing Family Member in Family Directory option. Then, click Search.

      The software searches, and then does the following:

      • If no matches are found, the software displays this message: No Records.

      • If potential matches are found, it displays the matching records in the grid.

    2. Do the following:

 

Adding a New Family Record to Your Database

These instructions assume that you completed Steps 1 -4 under Searching_Family_Directory and that, as a result of the Family Directory search, you decided that you need to add a new family record.

  1. In Action dropdown list, select the Add New Family option.

  2. Click the Review & Add New Family link in the lower right. The software displays the selected new user's record. Fields in the record are automatically filled based on information the user supplied in the registration request.

  1. Complete the remaining fields. A red asterisk (*) indicates required information.

  2. If desired, enter notes in the Review Notes field.

  3. Click Approve Registration & Add New Family to approve the new user registration.

The software adds a new family record to the database. The newly added record appears in the Family List grid in Family Directory.

 

Finalizing a New User Registration Request

Be careful about associating a new user registration with an existing member record that has no email address or a different email address.

  1. Click the Review & Finalize link in the lower right. The Finalize Record grid is displayed. This grid shows the data in the existing member record and the newly submitted registration information. If there is a discrepancy, the software displays this message: Selection Required

  1. If necessary, select the information you want to keep. Then, click Approve Registration & Add New Family. The software approves the registration and updates the member's record with any changes.

 


Related Articles

How to delete My Own Church registration requests

How to deny My Own Church registration requests

 

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