Verifying Pending Participants

Verifying Pending Participants

Introduction

Underage participants are created in a pending state. When this happens, your customers will be shown an explanation and your contact information. You can then attempt to verify the account holder’s authority as a legal signor for the participant. Afterwards, you can remove the pending state. Your customers may then use the participant.
 
Important Note: The definition of verification your responsibility. The verification of participants is your onus. This document will show you how to technically remove the pending state, however it your  responsibility to define your legal requirements and to comply with those requirements.
 

Verifying a Pending Participant

After you have verified that the participant   should no longer be in a pending state, log into your Administrative Console and go to the Accounts section. Use the search tools to locate the participant, and select the Edit Participant button.
configio.png
 
Uncheck the Pending checkbox and click the Save button.
configio.png
 
Now your customer will be able to place orders for their verified participant.

Revoking Verification

You can re-check "Pending" and click Save on the Edit Participant screen to revoke the verification. The participant will no longer be usable, but past orders are not affected.

 

References

Please see the "Making Age Related Configurations," "Requiring Birthdates for Participants," "Adding Contact Information to Verify Minors," and "Creating Email Messages" sections of the How to Setup GDPR Compliance article.
 
Please also see the "The Participant Creation Experience" and "The Pending Participants Experience" sections of The Customer's Experience in GDPR Mode article.
    • Related Articles

    • The Customer's Experience in GDPR Mode

      Introduction This article will describe the customer's experience when your database is in GDPR Mode. It covers: opting-in, requesting personal data, requesting data to be forgotten, and the Email Communications Settings page. The Opt-In Experience ...
    • How to Setup GDPR Compliance

      Introduction This article will help you setup your database to comply with European Union's General Data Protection Regulation (GDPR). When you enable GDPR Mode, users will need to opt-in to having their personal information stored in your database. ...
    • Roster Group and Assignments

      Example: You have an event and would like to have multiple teams and give them a specific instructor for your staff to manage on the day of the event. How To: Under Assignments, choose Roster Groups. The Unassigned column will list all Lists managed ...
    • Triggered Marketing Campaigns

      Overview You can create Triggered Marketing Campaigns to be fired a given number of days before or after Product dates like Event Start Date or Purchase Start Date. The campaigns are targeted at a list of Account holders or Participants. The list is ...
    • Weighted Lottery System for Sought After Events

      Introduction Sometimes, there is more demand for an Event than spaces available. Configio has a system that allows your Customers to Order multiple Events from a Product Group, and to rank their preference. Admins can then receive a Report on Orders ...