Create community member and assign access groups from form
Create community member and assign access groups from form
Your membership form submissions require manual onboarding, leaving students without community access. It invites members, assigns groups, and updates CRM so learners gain access same day.
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Overview
Remove manual onboarding bottlenecks so new students get immediate access and clean CRM records without chasing submissions. Program coordinators see invites and updated profiles the same day, freeing time for engagement work.