Is there a way to set up approval before a personal page is created?

Karin Rockwin 2 · August 2016

I know there is an option for people to sign up and have their page marked as Private until an admin has approved it to go public, but I am looking to see if there is a way to have someone complete a TR registration and before a page is created for them and they have access to a participant center, that an admin would have to approve them.

We are looking at this specifically for events in which high-profile people are participating and we want to prevent people who are inappropriate for participation in the event to register. Currently, we have potential participants complete a survey, we review and approved their participation and then manually register them through the Admin portal.

Has anyone else had this situation or tried something other than manually registering approved participants?

Patti Posey · August 2016

Once our people register, they automatically get a link to their personal page to set it up. We don't approve their pages. We trust them to not be reckless. You can do this in your teamraiser settings. Go to edit and #3 on the left Select Event Options. #1 Personal Page Customization. Check the first box participants can design and custtomize their own personal pages.

Hope this helps.

Patti Posey

Stamford Hospital Foundation

Karin Rockwin 2 · August 2016

Hi Patti,

For the most part, we trust our folks as well. We have one specific event that we need to approve people prior to their participation so we conduct background checks for the safety of other participants and residents of the facility where the events are held.

Karin Rockwin

Covenant House

Ryan O'Keefe · August 2016

Karin Rockwin:

I know there is an option for people to sign up and have their page marked as Private until an admin has approved it to go public, but I am looking to see if there is a way to have someone complete a TR registration and before a page is created for them and they have access to a participant center, that an admin would have to approve them.

We are looking at this specifically for events in which high-profile people are participating and we want to prevent people who are inappropriate for participation in the event to register. Currently, we have potential participants complete a survey, we review and approved their participation and then manually register them through the Admin portal.

Has anyone else had this situation or tried something other than manually registering approved participants?

Karin,

There are some event settings you can use to restrict access to personal pages. This does add admin time to your team and you will need to stay on top of it because it can impede fundraising. The easier you make it for them to raise money, the better off in getting the results you wish for. I'm not a big fan of personal page approvals because it can really restrict fundraising. There area also built in links on the personal pages to notify admins when there is objectionable content on personal pages. This is another way to mitigate this issue.

To add in the personal page approvals - Go to Step 3 - Event Options > Select Edit Advanced Options > Go to Step 3b. Event Options > #3 and #9 need to be checked to remove the personal pages from showing up in search until approval and to not allow participants to access their personal pages until approved by and admin.

More information about personal page approvals here as well - https://www.blackbaud.com/support/howto/coveo/luminate-online/Subsystems/TeamRaiser/Concepts/Admin_TeamRaiser_Participants_PersonalPages.html

Iain Chester · October 2019

Hi Ryan,

Thanks for your explanation of personal page approvals. If I check #3 & #9 in the Advanced Event Options, will the individual registrant have access to their participant center upon registration? Or do they only receive access once an admin has approved the draft of their personal page?

Is there a way to set up approval before a personal page is created?

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