Member onboarding checklist

Basic Setup

• Create record for member or team and team-members in internal database
• Add credit card to member or team account
• Assign memberships to member or team account
• Send membership agreement via Docusign and ensure it is signed and returned
• Order key from Pinnacle that corresponds to their access (8-6 M-F or 24/7)
• Log key in internal database and charge $50 deposit
• Log key in Brivo and activate (facilities manager/Chris)
• Send Welcome Email - has Slack invite, Printer Drivers, Member Guidelines
• Check in with new member in person to make sure they understood Slack, printer drivers, etc.
• Add member to printer address book if needed (192.168.1.25) login: admin password: 1111

Mail Service / Business Address Setup

• See 1583 CMRA Mail Setup Instructions