Overview
This article guides you through the process of unblocking access for an overdue member.
The article is divided into the following eight topics:
Prerequisites
Role
Scope
Rules
Use case
Navigation
Branch level
Allow a member access while blocked
Prerequisites
Role
Your Role must have the Manage membership Permission.
Scope
You must have a Role within the Member's Branch.
Rules
- The members overdue terms falls outside the Grace Period
- You can only allow a member access for up to a month while overdue
- Once the member has paid the arrears, they will be able to continue normal access
For more information on Roles, click here.
For more information on Permissions, click here.
Use case
Members with payment arrears can have their access denied by the Access Control settings. Unblocking a Membership overrides the Grace Period and the member can visit for the set time. Once this time passes and if the member is still overdue, the member will be blocked again.
Members who are unblocked today will have access again tomorrow.
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The overdue flag remains on the membership until the arrears are collected.
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The blocked flag can be removed by the overdue clearing or the member allowed access until a date in the future.
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Navigation
Memberships are changed at Branch level:
Branch level
To change a Membership:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)
Click on Members
Allow a member access while blocked
To change a Direct-debit Membership:
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Select the Member from the Member list |
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Click on Memberships (top menu) |
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Select the Membership you want to unblock |
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Click on the three vertical dots (on the right-hand side of the Membership) |
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Click Unblock |
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Select the Date when access should be allowed until Note: Members can only be allowed access for up to one month. |
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Click Save |