View Enrollments

You can view details of all VIP member account enrollments that are new, pending review, or currently in the review process.

To view details about a particular member account enrollment:

Select Account in the navigation bar at the top of the page.

Click Find Member Account Enrollmentsin the Links pane on the right side of the page.

Click the organization's name in the Organization column of the Member Account Enrollments table.

Select the applicable tab to view specific details about the account.
You can modify enrollment information at any time before the enrollment review process begins. Once the review process has started, you may only view the status and enrollment information.

To edit a member account that has been submitted for enrollment:

Select Account in the navigation bar at the top of the page.

Click Find Member Account Enrollmentsin the Links pane on the right side of the page.

Click Edit in the Action column of the Member Account Enrollments table for the particular organization.

Modify the information as necessary, and provide audit notes to support why the account enrollment required an update.

Click Save Changes.

If the corporate contact information has been updated, determine whether you need to send an email notification to the organization's corporate contact. Click Send to forward the email notification.

A status message appears at the top of the Member Accounts Enrollments page that indicates whether the account has been successfully modified.
You can delete a member enrollment at any time before the enrollment review process begins. Once the review process has started, you may only view the status and enrollment information.

To delete a member account that has been submitted for enrollment:

Select Account in the navigation bar at the top of the page.

Click Find Member Account Enrollmentsin the Links pane on the right side of the page.

Click Delete in the Action column of the Member Account Enrollments table for the particular organization.

On the confirmation page, provide audit notes to support why the account enrollment should be removed, and click Delete Enrollment.

A status message appears at the top of the Member Accounts Enrollments page that indicates whether the account has been successfully deleted.
You can resend the account enrollment email if the customer inadvertently never received the email, or if the customer has never responded after receiving the email.

To resend the account enrollment email that contains a link to the enrollment form:

Select Account in the navigation bar at the top of the page.

Click Find Member Account Enrollmentsin the Links pane on the right side of the page.

Click Resend Enrollment Email in the Action column of the Member Account Enrollments table for the particular organization.

On the confirmation page, click Resend Email to resend the enrollment email to the organization's corporate contact.

A status message appears at the top of the Member Accounts Enrollments page that indicates whether the enrollment email has been successfully resent.
To ensure a high level of security, it is important to verify all organization, contact, and account details on the account enrollment form. Your approval or rejection of the enrollment should be based on a stringent review of the enrollment information.

To initiate the review process for a member account enrollment:

Select Account in the navigation bar at the top of the page.

Click Find Member Account Enrollmentsin the Links pane on the right side of the page.

Click Begin Review in the Action column of the Member Account Enrollments table for the particular organization.

On the confirmation page, click Begin Account Review.

The organization and account creator can no longer modify the account enrollment information.

Confirm the accuracy of the organization, contact, and account information.

If you need to modify any information, click the Edit link for the applicable table.

Verify all items within the Account Review Checklist. As each item is verified, select the applicable checkbox and provide verification comments within the Notes field.

Be aware that review of Organization Authentication and Contact Verification cannot be performed by the same person.

Click Submit to update the status of the enrollment.

Based upon your review, determine whether to approve or reject the account enrollment:

If you are approving the account enrollment, click Approve Account.

On the confirmation page, provide audit notes to support the approval of the account enrollment, and click Confirm Approval. A status message appears at the top of the Account Summary page that confirms the account enrollment has been approved and has changed to Active status.

If you are rejecting the account enrollment, click Reject Account.

On the confirmation page, provide audit notes to support why the account enrollment should not be approved, and click Confirm Rejection. A status message appears at the top of the Account Summary page that confirms the account enrollment has been rejected and the account enrollment information has been removed.

Regardless of whether the account has been approved or rejected, you can subsequently search for the account by clicking Find Member Accounts in the Links pane on the right side of the page.
To ensure a high level of security, it is important to verify all organization, contact, and account details on the account enrollment form. Your approval or rejection of the enrollment should be based on a stringent review of the enrollment information.

To review a member account enrollment that has already begun the review process:

Select Account in the navigation bar at the top of the page.

Click Find Member Account Enrollmentsin the Links pane on the right side of the page.

Click Review in the Action column of the Member Account Enrollments table for the particular organization.

Confirm the accuracy of the organization, contact, and account information.

If you need to modify any information, click the Edit link for the applicable table.

Verify all items within the Account Review Checklist. As each item is verified, select the applicable checkbox and provide verification comments within the Notes field.

Be aware that review of Organization Authentication and Contact Verification cannot be performed by the same person.

Click Submit to update the status of the enrollment.

Based upon your review, determine whether to approve or reject the account enrollment:

If you are approving the account enrollment, click Approve Account.

On the confirmation page, provide audit notes to support the approval of the account enrollment, and click Confirm Approval. A status message appears at the top of the Account Summary page that confirms the account enrollment has been approved and has changed to Active status.



If you are rejecting the account enrollment, click Reject Account.

On the confirmation page, provide audit notes to support why the account enrollment should not be approved, and click Confirm Rejection. A status message appears at the top of the Account Summary page that confirms the account enrollment has been rejected and the account enrollment information has been removed.

Regardless of whether the account has been approved or rejected, you can subsequently search for the account by clicking Find Member Accounts in the Links pane on the right side of the page.
Once the review process has already begun, you can view the account status. To view the current status of a member account enrollment:

Select Account in the navigation bar at the top of the page.

Click Find Member Account Enrollmentsin the Links pane on the right side of the page.

Click View in the Action column of the Member Account Enrollments table for the particular organization.