Simple:Press Documentation

Approvals

With the approvals function an admin or other specified user can be assigned to approve new memberships before they are activated.  You can control which membership levels require approvals so not all memberships are subjected to this restriction before becoming active.

Some examples of where approvals might be handy are:

  • VIP Membership Levels
  • Memberships that require a background check (such as validating education) before being activated

The admin is notified by email whenever a user signs up to a membership level that requires approval.

Setup

Setting up approvals is relatively simple.  Just go to your membership levels screen (MEMBERSHIPS->SETTINGS->LEVELS) and add/edit a level.  At the bottom of the memberhip level screen is an APPROVAL SETTINGS section.

In there you can choose the type of approval that is needed:

Approving New Members

You can see new memberships that are waiting to be approved in the MEMBERSHIPS->APPROVALS screen.

  • To approve a member, click the “Approve” link.
  • To deny a member, click the “Deny” link.
  • To reverse a previous decision, click the “[x]” link.

Designating Approvers

You can designate other users who are not admins to approve or deny memberships.  To do this, just assign them role Membership Approver (spms_approver).

Notification Emails

There are five email templates that are available with this process.

admin_approved.html

This is sent to the admin when someone approves a membership on the MEMBERSHIP->APPROVALS page.

The following email template items can be used in this message:

  • !!subject!!
  • !!name!!
  • !!user_login!!
  • !!sitename!!
  • !!membership_id!!
  • !!membership_level_name!!
  • !!siteemail!!
  • !!login_link
  • !!member_name!!
  • !!view_profile!!

admin_denied.html

This is sent to the admin when someone denies a membership on the MEMBERSHIP->APPROVALS page.

The following email template items can be used in this message:

  • !!subject!!
  • !!name!!
  • !!user_login!!
  • !!sitename!!
  • !!membership_id!!
  • !!membership_level_name!!
  • !!siteemail!!
  • !!login_link
  • !!member_name!!
  • !!view_profile!!

admin_notification_approval.html

This is sent to the admin when a new membership that requires approval is created.

The following email template items can be used in this message:

  • !!subject!!
  • !!name!!
  • !!user_login!!
  • !!sitename!!
  • !!membership_id!!
  • !!membership_level_name!!
  • !!siteemail!!
  • !!login_link
  • !!member_name!!
  • !!view_profile!!
  • !!approve_link!!
  • !!deny_link!!

application_approved.html

This is sent to the member when the member’s membership has been approved.

The following email template items can be used in this message:

  • !!subject!!
  • !!name!!
  • !!user_login!!
  • !!sitename!!
  • !!membership_id!!
  • !!membership_level_name!!
  • !!siteemail!!
  • !!login_link

application_denied.html

This is sent to the member when the member’s membership has been rejected.

The following email template items can be used in this message:

  • !!subject!!
  • !!name!!
  • !!user_login!!
  • !!sitename!!
  • !!membership_id!!
  • !!membership_level_name!!
  • !!siteemail!!
  • !!login_link

Action and Filter Hooks

apply_filters( ‘spms_approvals_status_filter’, $status, $user_id, $level_id );
apply_filters( ‘spmsap_user_is_approved’, ( ‘approved’ == $user_approval[‘status’] ? true : false ), $user_id, $level_id, $user_approval );
apply_filters( ‘spmsap_user_is_denied’, ( ‘denied’ == $user_approval[‘status’] ? true : false ), $user_id, $level_id, $user_approval );
apply_filters( ‘spmsap_user_is_pending’, ( ‘pending’ == $user_approval[‘status’] ? true : false ), $user_id, $level_id, $user_approval );
apply_filters( ‘spms_approvals_members_list_status’, array( ‘oldmembers’, ‘cancelled’, ‘expired’ ) );
apply_filters( ‘spms_approvals_email_confirmation_status’, $r );
apply_filters( ‘spms_approvals_member_approved_email_data’, $this->data, $member, $level );
apply_filters( ‘spms_approvals_member_denied_email_data’, $this->data, $member );
apply_filters( ‘spms_approvals_admin_pending_email_data’, $this->data, $member, $admin );
apply_filters( ‘spms_approvals_admin_approved_email_data’, $this->data, $member, $admin );
apply_filters( ‘spms_approvals_admin_denied_email_data’, $this->data, $member, $admin );