Membership tiers and approvals
How to set up tiers, decide who applies to join, and approve applications.
This article is for the administrators who run an organisation's Portava portal.
In short
- Tiers live under Membership in Portal settings, and paid tiers need Stripe.
- With approval on, applications wait in Approvals.
Tiers
Tiers are created under Membership in Portal settings. Each has a name, a price, and a monthly or yearly period, and applies to people, companies or both.
A tier also sets what it allows. That covers posting discussions, submitting news or insights, publishing events, and how many colleagues a company tier includes. Free tiers are allowed.
Paid tiers are only shown to joiners once Stripe is connected.
Applications
Decide under Membership whether new applications need approval. With approval on, every application waits in Approvals until someone on the team accepts or declines it. The applicant is emailed either way.
With approval off, joiners are active as soon as they pay, or immediately on a free tier.
Changing someone's tier
Open the member in Members, choose Edit membership and pick the new tier. The change applies from the next billing period unless you apply it now.