Family Support Guide » Adding Members
Adding Members
Add participants in your program to the site as members.
Overview
Members can be added to a site through the registration process, added manually by a site administrator, or added from an external source through an API integration.
Key Features
Member CRM
The custom CRM holds data on members and can be easily adjusted by adding or changing fields.
Add & Manage Members
Add new members individually, upload them in bulk, or use the member application for members to be added automatically.
Member Types
Establish member types to allow for differing levels of access and customizable dashboards for your participants.
How To Create A New Member
Add a member and select their member type to determine their experience.
Add Members
Find Members
Select "Members" from the navigation bar, then "Add & Manage" and click to "Add New".
Enter Information
Enter the individual's name and email along with any other fields to keep data on that individual.
Select Member Type
Select the member type of the individual.
Set Member Status
Set the member status to 'Accepted' to allow them access right away, or 'Pending' to save their data to grant them access at a later date.
Send Welcome Email
Send a welcome email to allow the individual to set their password and enter the portal.
