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Disapprove membership transfer

As the receiving (inbound) chapter leader, you can approve and/or disapprove inbound transfer requests.
Warning

To disapprove an Inbound Transfer Request, the Request Status must be In Progress.

Begin in the roster system under Manage Membership Transfers.

  1. Select Student or Alumni – The default is Student unless you only have Alumni responsibilities
  2. Verify the current Membership Year is selected – The default is the current Membership Year
  3. Click the to open the Transfer Status drop-down menu
  4. Select In Progress
  5. Verify your Chapter is selected – Your chapter should be the default unless you manage multiple chapters
  6. Click Search
  7. Verify Inbound Transfer Approval(s) is selected – The default is Inbound Transfer Approval(s)
  8. Select inbound transfer requests to be disapproved by one of the following methods:
  9. Select checkboxes to disapprove one or more requests
  10. Click the top-left checkbox to disapprove all requests on the current page
  11. Click Disapprove Transfer Request(s)
  12. Click OK to approve the action

Watch for a green success message at the top of the screen.

Info

For historical purposes, a record of the disapproved membership transfer will remain in the Manage Membership Transfers section.


Additional help: Approve or disapprove an inbound transfer (PDF)

Updated on June 12, 2018

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