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How do I add a new member to my organization?

Membership

How do I add a new member to my organization?

Steps for adding a new member

Last updated on 28 Oct, 2025

Follow the steps below to add a new member to your Organization.

How to add a new member

  • Select the Membership tab at the top of the screen

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  • Select the Members link on the Membership screen

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  • Click the Add Member button at the top of the sidebar at the right of the screen

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  • The Add Member dialog box appears

  • Type in the new member’s email address 

  • Click the Search button

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  • Type in the member’s first and last names

  • Click the Next button

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  • The Service prompts you to set up the new member’s password

  • Choose Set Password via Email and the new member will receive an email that tells them how to set up their own password 

  • Click Invite to finish adding the member

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  • If you want to immediately set up a password for the new member, choose Set Password Now

  • Type in the password for the new member in the Password field

  • Retype the password in the Confirm field

  • You can choose optionally to send an email notifying the new member that they have been added to the organization (the password will not be included in the email)

  • Click Add to finish adding the member

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After adding a member, you must set Permissions in order to give them access to features and content.

 

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