Adding Members

Adding new members is easy!

Select the Channel to which the member(s) should be added.

Click on the Add Members button.

Click Get Started or if you have a list of users to add, you can upload via a CSV file (you can download a template from the application or click here to download).

Confirm the channel in the File in field, then add your email addresses (you can copy and paste) and click Next.

Note: If you have imported a CSV file, this step will be skipped.

Type in the member's name and click Next.

If you do not complete this field at this stage, this can only be updated by the member later. If you have imported via a CSV file, this should already be populated.

If a member should be assigned to any other channels, select from Additional Channel box. Member permissions will be set to the default permissions that were set when Channel was created. If different permissions are required, click the Default dropdown to select. Click Next to continue.

If you have added multiple members in the previous screen any changes made to channels or permissions will apply to all.

If you would like to send an invitation to the Member, click Yes. If not, simply click Done.

Some notes about invitations: Invitations would NOT be sent to members that are being added to a mailing list. Additionally, if a user is already a member of a different channel, you do not need to send an invitation each time they are added to another. They will simply see and receive the content for the new channel. If you aren't sure, go ahead and send the invitation (no harm done).

If you are sending an invitation, customize the message (recommended), select which members should receive the invitation and click Send Email.

You’re done!

Adding Members

Adding new members is easy!

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