Managing members

Adding members yourself

Create an account for someone, or add many people at once from a spreadsheet.

You can create accounts for people, for example at a sign-up event or for someone who is not online.

Adding one person

1. Open Users and press Add User.
2. Fill in First Name, Last Name and Email. Phone is optional.
3. Choose a Role and a Status. Choose Active so they can sign in straight away.
4. Set a Password for their first sign-in.
5. Switch on Send Welcome Email if you want them to receive sign-in instructions.
6. Press Create User.

You see User created successfully. If your community gives new members a starting balance, they receive it.

Adding many people from a spreadsheet

1. On the Users page, press Import CSV.
2. Press Download Template to get a file in the right layout.
3. Fill in the template and save it as a CSV file.
4. Choose the file under CSV File.
5. Choose a Default Role.
6. Press Import.

When it finishes, you see how many rows were imported and skipped, and any errors.

Only add people who have agreed to join. Tell them how you will use their details.

This is done on the main website. The accessible site does not have this page.

More guides in this topic

• Finding a member
• Approving new members
• Making someone a broker or an admin
• Suspending, banning or reactivating a member
• Deleting a member's account
• Helping a member who cannot sign in
• Setting up the welcome steps for new members
• Checking members' identity
• Keeping notes, tasks and tags about members
• Handling a member's request about their data

Still need help?

If you can't find what you need, get in touch and a person will help you.