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Editing Membership Workflow Parameters for YMCA & JCC Clients

Paige Freeman
  • Updated

This page is only available for YMCA and JCC Clients.

To edit the membership workflow parameters for an organization unit:

  1. From the Order Subsystem Parameters section on the Organization Unit Settings page, select Membership Workflow Parameters.
    The Edit Membership Parameters  page will display, as shown below.
  2. In the Make Me a Member Setup section, perform the following:
    1. Select the Default Shared Address Relationship from the drop-down.
    2. Enter the Number of Draft Dates in the field.
    3. In the Desktop Membership Workflow Setup section, select the Subsystem for Membership Product from the drop-down.
  3. In the Default Auto Generate Web Management Relationship section, perform the following:
    1. Select YES or NO for Create a Customer.
    2. Select YES or NO for Create a Relationship.
    3. Select YES or NO for Create Family Member.
  4. Select Save.