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Adhesion is Orgo’s formal membership application system. When enabled, new members must submit an application that goes through an approval process before they gain full membership status.

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How to access

Settings → Users & Profiles → Users Module → Adhesion & Membership

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Enabling Adhesion

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isActive
boolean
Toggle to enable the adhesion module. When enabled, you can require users to complete a formal application process.
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isMandatory
boolean
When enabled, all new registrations must complete the adhesion process. Users cannot access full platform features until their application is approved.

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Configuration Options

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successDefaultUserTypeId
select
Automatically assign this user type when an adhesion is approved. This saves administrators from manually updating user types after approval.Example: Set to “Full Member” to automatically promote approved applicants.
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adminEmailAddress
email
Email address that receives notifications for new adhesion submissions. Use a shared HR inbox or the person responsible for membership.
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changeToDraftReasons
textarea
Predefined reasons administrators can select when returning an application to draft status. Enter each reason on a new line:
Incomplete information
Missing documents
Photo not acceptable
Address verification needed
Other

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Adhesion Workflow

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Application Status Flow

New → Pending → Approved
         ↓
       Draft (needs revision)
         ↓
       Rejected
1

User submits application

Member fills out the adhesion form with required information and documents.
2

Application is Pending

HR receives notification and can review the application.
3

Review and decision

Administrator can:
  • Approve - Member gains full access
  • Return to Draft - Request changes/corrections
  • Reject - Deny membership
4

If Draft

User receives notification and can update their application.
5

Final approval

Once approved, user type is updated and member has full access.

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Adhesion Form Contents

The adhesion form can include:

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Standard Fields

Configure which profile fields appear on the adhesion form.

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Custom Fields

Add organization-specific fields for membership applications.

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Document Uploads

  • Profile photo
  • ID document
  • Supporting documents

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Declarations

  • Terms acceptance
  • Code of conduct agreement
  • Privacy policy consent

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Managing Adhesions

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Admin Interface

Navigate to Members → Adhesions to:
  • View all pending applications
  • Filter by status (Pending, Draft, Approved, Rejected)
  • Review individual applications
  • Approve or reject applications
  • Send applications back for revision

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Application Details

When reviewing an application, administrators can see:
  • All submitted information
  • Uploaded documents
  • Application history (status changes)
  • Notes from previous reviews

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Interview Feature

For organizations requiring interviews:
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hasInterview
boolean
Enable interview tracking. Applications can include an interview step before final approval.
Interview workflow:
  1. Application submitted
  2. Interview scheduled
  3. Interview completed
  4. Final approval/rejection

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PDF Generation

Generate PDF documents from approved adhesions:
  • Official membership application document
  • Includes all submitted data
  • Organization branding
  • Signature fields
Useful for:
  • Record keeping
  • Member files
  • Official documentation
Learn more about Adhesion Templates →

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Combining with Identity Validation

For additional verification, combine adhesion with identity validation:
  1. User submits adhesion form
  2. Identity documents uploaded
  3. OCR verification (if enabled)
  4. Manual review by administrator
  5. Approval with verified identity

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Use Cases

Verify credentials and qualifications before granting membership.
Organizations that don’t accept all applicants can review and select members.
Meet regulatory requirements for member verification and documentation.
Use adhesion as part of a structured onboarding process.

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Best Practices

Tell applicants how long review typically takes. Fast response improves member satisfaction.
When returning applications to draft, provide clear feedback on what needs to be fixed.
Make sure the admin email is monitored so applications don’t sit unreviewed.
Keep records of why applications are rejected for compliance and consistency.
When adhesion is mandatory, users who haven’t completed the process will have limited platform access. Make sure your application process isn’t a barrier to legitimate members.