Onboarding Flows

Staff Flow

1. Member submits an application from a flow panel.
2. Submission appears in flow management queue.
3. Staff approve, delay, or reject based on policy.
4. Role assignment and configured DMs run automatically.

Operational Controls

• auto_approve_enabled for low-friction servers.
• Message Builder slots for every stage (registered, approved, delayed).
• Form Builder per flow for structured intake.

Risks to Watch

• Overly broad reward roles.
• Missing review capacity when auto-approve is off.
• Selector panels missing Onboarding Flow Selector (breaks panel send/sync).

Related

• Setup: Onboarding Flows
• Form Builder
• Message Builder