Invite new PTA members to community for onboarding coordinators

Onboarding coordinators lose PTA members when tags don't send invites, delaying access to resources and welcome activities. Invites grant community access so coordinators can begin onboarding.

Overview

Onboarding coordinators risk early disengagement when new members aren't granted community access. This workflow connects membership tags to community invites so coordinators can start welcome activities and prevent onboarding delays; teams report faster member engagement and fewer missed invitations.

Notable Features

Invite tagged contacts to community
Assign onboarding tasks to coordinators
Confirm membership and resource access