The below instructions are for adding individual members, which only Administrators can do. Separate steps are needed if you need to bulk import several members at once.

To invite new members into your organization:

  • Click on the Members heading in the left-hand navigation menu
  • Click on Add member, in the top-right corner
  • Choose their privilege level: administrator, member, or inactive. You can view details on the different types of users in this article.
  • Fill out the user's First name, Last name, and Email
  • Click on Create member

Notes: 

  1. The user will receive an email to activate their account as long as the test mode is not active
  2. If the user doesn't receive an email, they should first check their spam/junk folder. Otherwise, please refer to this article for further help.

Editing a member's email address

If you invite a member but accidentally enter the wrong email address, you will need to delete the member and add them again with the correct email address. To do so, follow these steps:

  • Click on the Members heading in the left-hand navigation menu
  • Click the 3 dots to the right of the member you wish to edit
  • Click Delete member
  • Click Delete on the popup to confirm
  • Follow the above steps again and enter the correct email address. The member should now receive their invitation without a problem.

Member didn't receive their email invitation

If you invited someone to join the organization and they didn't receive their email invitation, you will want to follow these steps:

  • Double check that their email address was entered correctly by clicking on their profile and viewing their email address.
  • If the address was entered correctly, return to the Members page
  • Click the 3 dots to the right of the member who needs a new invitation
  • Click Resend email invitation now
  • If they still aren't receiving the invitation email, check for all the possible email errors
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