Add New Members

To view a video: https://youtu.be/kyTOFFrs3Dg

Adding Members to Organization

Only an organization’s administrator(s) can add members to the organization. To add a member, click on your organization’s name on the left menu. Select “Admin Tools” from the organization’s menu, then click “Manage Members”.

There are two ways for an admin to add members: create members one at a time or bulk load.

To create members one at a time, enter the member’s first name, last name, and email address in the right “Create User” column. Then click “Create User”. The member will receive an email with their login details (link to your organization’s portal, username and temporary password).

To bulk load users, click “Download User Template” in the right “Bulk Load” column. An Excel spreadsheet will open. Add the members’ first names in column A under A1 “FirstName”. Add members’ last names in column B under B1 “LastName”. Add members’ email address in column C under C1 “Email”. Once all member data has been entered, save the file on your computer. In the right column “Bulk Load” area, click “Select File”. Select the file you created, then select “Open” and click the “Load Members” button. All the members will receive an email with their login details (link to your organization’s portal, username and temporary password).

Adding Members to Circles

Only a circle’s administrator(s) can add members to the circle. To add a member, click on your circle’s name on the left menu. Select “Admin Tools” from your circle’s menu, then click “Manage Members”.

Use the “Add New Members” column on right side of page to add members. Type a name in the “Find User” field or leave it blank to pull a list of all members of your organization. Check the box next to the name of the member(s) you want to add, then click “Add Members”.

To edit a member’s status or permission, click on the member’s name. Use the drop down menus to set the desired status and permission, then click “Save Changes”.