Member Type Changes

Reviewing and approving transition requests when members move between member types.

Member types define the stages of membership within your organization. A member might start as a Prospect, advance to a Seedling, and eventually become a Full Member. Each of these changes is handled through a transition request — a workflow that ensures proper review and approval before a member's type is changed.

As an admin, you'll review these requests, verify that the member meets the criteria for the new type, and approve or decline the change. Like all workflows in fellos, transition requests include a message thread for communication and full audit logging.

What Triggers a Transition Request

Transition requests can be initiated in several ways:

• Member self-request — A member may submit a request to change their own type, if your site admin has enabled this option. For example, a Prospect might request to become a Full Member after meeting the required criteria.
• Admin-initiated — You or another admin can initiate a transition on behalf of a member. This is common when the admin knows the member has met the requirements.
• Sponsor or officer request — In some configurations, a member's sponsor or an officer can submit a transition request on their behalf.

Regardless of who initiates it, every transition request follows the same approval workflow and appears in the "Type Changes" queue in your sidebar.

Reviewing a Transition Request

When you open a transition request from the queue, you'll see the following information:

• Member details — The member's name, current organization, and current member type.
• Transition type — The "from" type and "to" type, displayed prominently so you can see exactly what's being requested.
• Requester — Who submitted the request (the member themselves, an admin, or a sponsor).
• Request message — Any notes explaining why the transition is being requested.
• Attached documents — Supporting documentation, such as completed requirements checklists, certifications, or endorsement letters.
• Message thread — The full communication history for this request.

Approving or Declining

The action options for transition requests are the same as for onboarding:

Approve

When you approve a transition, the member's type is updated immediately. Their profile badge changes, and any permissions or access tied to the new member type take effect right away. The member is notified of the approval.

Decline

Declining a transition keeps the member at their current type. You'll be asked to provide a reason, which is recorded and optionally shared with the requester. The member can submit a new request later if circumstances change.

Request More Info

If you need additional documentation or clarification before making a decision, use this option to send a message through the thread. The request stays in pending status until you take a final action.

Tracking Transition History

Every transition — whether approved or declined — is recorded in the member's history. You can view a member's complete type change history from their profile's History tab. This includes:

• The date of each type change
• The from/to types
• Who approved the change
• A link to the original transition request with all its documents and messages

This history is invaluable for understanding a member's journey through your organization and for resolving any questions about when and how they achieved their current status.