When a user signs up for the alumni platform but does not provide sufficient information for the admin to verify their community membership, admins can request more information from the user through a straightforward process.
Step 1: Locate the User in Data Studio
Access the Data Studio through the Admin panel.
Search for the user by their name or email address.
To select the user, mark the checkbox next to the user's name 👇.
Step 2: Request Additional Information
Once the user is selected, request more information by navigating to Admin Actions > Account Access > Request More Info
Step 3: User Notification
The user receives an automated email like the one below:
This email's content can be customized from Settings > Platform Settings > System Emails Setup.
Look for the subject line "{{school_name}} - Unable to verify your account."
Pro Tip: Customize this email to specify the additional information required for account approval.
Step 4: Admin's View
The reply email from the user is sent to the platform's Primary Communication Reply Email Address, which can be found in the homepage footer under the contact section.
Step 5: Admin Approval
If you are satisfied with the information provided, you can approve the user's access from the Data Studio or the All Users page.
Step 6: Handling Incorrect Information
If the additional information does not meet the approval criteria, you have the option to "block access."
For any further questions or assistance, please contact us using Intercom Chat Bubble💬. We are here to assist you! 😄