Ensure vendor accounts are verified and tagged after signup

Operations coordinators miss vendor misclassifications on new signups, causing mis-routed accounts and messy member records. Create a verification task so admins tag vendors correctly.

Overview

Operations coordinators risk mis-routed vendor accounts and unreliable membership records without a verification step. This workflow creates a verification task for every new member signup so admins can confirm vendor status and apply correct tags. The result is cleaner member data, reliable routing, and fewer misclassified vendor accounts.

Notable Features

Create verification task on signup
Assign task to operations inbox
Attach member details and website link