This article will walk you through how to assign a requirements bundle to members. Alternatively, you can auto assign bundles to a status, which is what we recommend because it will automatically update requirements based on a Member's status. See Auto Assign Requirement Bundles by Status.
Required access:
You will need the Requirements Administrator access level or Administrator access level.
How to get there:
- Go to Admin > Member Management
- Select Requirements Manager
- Click on the Assign tab
Steps to be taken:
- To assign a bundle, click on the arrow icon on the top right to open a new window to assign bundles.
- Select the Period Span for which you would like to apply this bundle to.
- In the Requirement dropdown, you will see the individual requirements, as well as the requirement bundles.
(ex) Bundle: New Member Requirements
- Choose a bundle and click Continue to go the next step, which is to assign the bundle to members.
- There are filters you can use to narrow down which members you would like to assign this bundle to. You have the option to filter by Name, Status, Access Group or Position. The most commonly used one is Status.
- Click Filter to see a list of your members with the filter you used. (ex) Filtering by Sustainer will display all the members with the local status "Sustainer". Click Continue.
- On the next screen, you have the option to select which members to include in this assignment. Click Continue.
- There is a confirmation page with a list of all the requirements included in the bundle and the Accounts to be Assigned for your review. Click Assign Requirements to complete the process.
- Once the bundle of requirements are assigned, click on Return to Assign Requirements Batch. All the individual requirements assigned will be displayed under the Assign tab.
- Each individual requirement will show on the Member and Admin Profile as they would if they were individually assigned.
