Add and Manage People

This article explains how to:

• Add new members

• Add existing members to groups

• Import members in bulk

• Assign managers

• Remove members from a group or organization

Add a New Member

Step 1: Go to Members

Navigate to Organization → Members.

Step 2: Click “Add Members”

Select Add Members in the top-right corner.

Choose:

• Add New Member — to create a brand-new user

• Add Existing Members — to add someone already in your organization

• Import Members — to upload a list in bulk

Step 3: Enter User Information

If adding a new member:

• Enter First Name

• Enter Last Name

• Enter Email Address

• (Optional) Check Invite for survey

Click Create User.

If “Invite for survey” is selected, the system will send a survey invitation immediately.

Add Existing Members to a Group

If the person already exists in your organization:

1. Go to the desired Group

2. Click Add Members

3. Select Add Existing Members

4. Choose the users you want to include

5. Confirm

They will now appear inside that group.

Import Members (Bulk Upload)

To add multiple members at once:

1. Click Add Members

2. Select Import Members

3. Download the sample .CSV file

4. Fill out and upload your formatted file (CSV)

5. Confirm import

Use this for larger cohorts or seasonal onboarding.

Assign or Change a Manager

Managers oversee groups and can manage members within them.

To assign a manager during group creation:

• Select from the list or search by email

To update later:

• Open the group

• Navigate to Managers

• Add or remove as needed

Manage Individual Members

From the Members screen, click the three-dot menu next to a user.

You can:

• View Profile

• Edit User

• Send Survey Invitation

• Reset Password

• Mark as Manager

• Remove from Group

• Remove from Organization

Important Distinction

Use caution when removing from the organization. This action affects all group memberships.

Registration Link (Alternative Enrollment Method)

Each group has a Registration Link.

This allows participants to self-register into a specific group.

Use this when:

• Sending a link to a cohort

• Hosting open enrollment

• Avoiding manual entry