Requests & Workflows

Structured approval processes for membership changes.

fellos uses structured workflows to handle membership changes. Instead of sending emails back and forth, requests go through an organized approval process with every action logged and every request carrying a clear status.

Click Workflows at the top of the screen — it's a top-bar button, not a sidebar section. That opens the Workflows area, which has its own side nav with five entries:

• Member Requests — onboarding new members.
• Type Changes — transitions between member types.
• Deactivations — marking members inactive.
• Transfers — moving members between sub-orgs.
• Attachments — member-required uploads.

Each entry opens a page with two sections: a New Request button at the top, and a My Requests list underneath showing every request you've submitted in that workflow. You'll see "No requests yet." if you haven't submitted anything.

Member Requests (Onboarding)

If your organization allows it, you can sponsor a new member through the onboarding workflow.

1. Click Workflows at the top, then Member Requests in the side nav.
2. Click the New Request button.
3. Fill in the new member's details: full name, email, chapter, and initial member type.
4. Pick a sponsor (defaults to you; you can pick someone else).
5. Attach any required documents — a signed application, waiver, or whatever your org requires.
6. Optionally add a message with context on why you're sponsoring this person.
7. Submit the request.

Once submitted, the request enters your org's approval workflow. Depending on how your admin has configured things, it may need sign-off from a chapter officer, a board, or multiple levels of review.

Type Changes

Submit a request to move a member (you or someone else) between member types — for example, from a probationary type to full membership, or from active to a retired status.

1. Click Workflows at the top, then Type Changes.
2. Click New Request and pick the target member.
3. Choose the new member type. Only valid transitions (per your admin's configuration) appear.
4. Attach any required documents and explain the change.
5. Submit for approval.

Deactivations

A deactivation request marks a member as inactive — they lose access but their history is preserved. Deactivation is not deletion.

1. Click Workflows at the top, then Deactivations.
2. Click New Request and pick the member.
3. Provide a reason for the deactivation — required, and shows up on the member's history.
4. Submit. It runs through your org's approval process before taking effect.

Once approved, the deactivated member can't sign in and moves from Active to Inactive in the member directory.

Transfers

Transfer requests move a member from one sub-org to another within the same fellos site.

1. Click Workflows at the top, then Transfers.
2. Click New Request and pick the member.
3. Pick the destination sub-org.
4. Add a message with the reason for the transfer.
5. Submit.

Attachments

The Attachments workflow is where you upload documents your organization requires from you — signed forms, waivers, certificates, proof-of-eligibility items. It's also where you view the status of previously submitted documents (Pending, Approved, Rejected).

1. Click Workflows at the top, then Attachments.
2. Click New Request.
3. Pick the document type (set up by your admin — e.g., "Membership Application," "Bylaws").
4. Upload your file.
5. Submit. The file goes to an admin/officer for review.

Uploaded attachments also show up on your Profile. If an admin rejects a submission, the reason appears in the request's message thread so you know what to fix before re-submitting.

Tracking Request Status

Every request you've submitted shows up in the My Requests list on its workflow page. Click a row to open the request and see its full detail — the original information, a timeline of every action, a message thread where you can communicate with reviewers, and any attached documents.

Typical statuses:

• Pending — submitted, awaiting review.
• Approved — signed off by the required reviewers.
• Declined — rejected; check the messages for why.
• Cancelled — withdrawn by the requester.
• Completed — approved and the change has been applied.