1. First change their status to Accepted
2. Load the Accepted View
3. Click the Send Offer link
4. You can change the offer details using Edit
5. If the text above the buttons does not say “Create New User Account”, select a account to associate this application with, or select “Create New User Account”

Once you click Send,

• The offer will be emailed to the email on record with a link to accept or reject the offer.
• A user account / session will be created on the Member side with the status of Offer Sent
• The application status stays as Accepted but shows the date sent

Once the applicant accepts the offer, the status on the Application and Member side will be changed to Onboarding

If the applicant rejects the offer, the status on the Application page will be changed to Rejected and the data will no longer be accessible from the Member page