SET UP & MANAGING
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      2. SET UP & MANAGING

      Adding Members

      Members are the foundational part of a Clinked account. In order to collaborate with them on your account, members need to be added first.

      This article will explain different ways of adding members as follows:


      How to add members on the account level

      Account administrators (super admins) and member managers have the capabilities to add new members to account either by inviting, creating a new member, or importing members via CSV file.

      Please remember that only account administrators are able add members on the account level.

      How to invite members to your account

      Please follow the steps below to invite members via email;

      1. Navigate to the members section
      2. Click “Invite Members” button
      3. Enter the email address of the person you want to invite (enter multiple email address to invite multiple people)
      4. Set account rights (you can learn more about them by hovering over the information icon on the corresponding section)
      5. Click “Assign groups” button to select from available groups in the account 
      6. Click “Edit message” button to edit the invite message if needed
      7. Opt to send a reminder if invitee does not respond within 3 days
      8. Click “Send Invitation” button

      How to create a member

      Please follow the steps below to invite members via email;

      1. Navigate to the members section
      2. Click dropdown arrow on the right side of the “Invite Members” button 
      3. Select “create a member account” 
      4. Type the full name of the member
      5. Enter the member’s email address
      6. Choose a username for the member (this can be edited independently of the other fields)
      7. (Optional) Type the member’s Phone number
      8. (Optional) Type a password for the member and confirm it (you can learn about password requirements by hovering over the information icon on the corresponding section)
      9. Tick the corresponding checkbox to allow the member to log in to the platform (enabling this will make choosing a password a required field)
      10. Set account rights (you can learn more about them by hovering over the information icon on the corresponding section)
      11. Click “Assign groups” button to select from available groups in the account 
      12. Click “Create member” button to finish

      How to import members via CSV file

      Please follow the steps below to import members via CSV file;

      1. Navigate to the members section
      2. Click dropdown arrow on the right side of the “Invite Members” button 
      3. Select “Import Members via CSV file”
      4. Click the link to “Download the sample file” and inspect the required format
      5. Click the link to view the “descriptions of allowed columns and their content”
      6. Click “Upload CSV File” button to select and upload a file from your computer
      7. Check the uploaded member list and click “Import” button to finish

      How to add members on the group level

      Adding members on the group level is only allowed for administrators of that group (group administrators) and super admins (account administrators).

      New group members can be invited via email or added from the existing members list of the account. 

      How to invite members to a group

      Please follow the steps below to invite a member to a group via email;

      1. Navigate to the group settings
      2. Select “Members” from the settings menu
      3. Click “Invite Members” button
      4. Enter the email address of the person you want to invite (enter multiple email address to invite multiple people)
      5. Set group rights (you can learn more about them by hovering over the information icon on the corresponding section)
      6. Click “Edit message” button to edit the invite message if needed
      7. Switch the toggle button to set temporary access to the invited member (Optional - click here to learn more about temporary members) 
      8. Opt to send a reminder if invitee does not respond within 3 days
      9. Click “Invite” button to finish

      How to add existing account members to a group

      In order to add an existing account member to a group, please follow the steps below.

      1. Navigate to the group settings
      2. Select “Members” from the settings menu
      3. Click “Invite Members” button
      4. Click “Add people from” button
      5. Select from the existing account members you wish to add
      6. Click “Invite” button to continue


      We hope this helps get your up and running with members in your account and groups. Please see our other articles to explore other areas. Below are a few that may help: