Add Members

  • Go to the Admin Dashboard. In the left menu find members and select it
  • You should now be on the Members page, where you can add, update, and deactivate members.
  • The right hand column shows the member status as active or inactive.
  • Clicking the Add Members button takes you to the Add Member page, where a new members name, email, and phone number are used to create new Members
  • Note that every member must be part of at least one Team
  • A default Team called Staff is supplied for new users
  • Click the check box for Staff or select from other Teams you have created
  • Click the Add Member button at the bottom of the page. 
  • To deactivate an existing member, click the member name and go to the bottom of the page and click the Deactivate button. 
  • Back on the member page, you will notice that the member is now inactive. 
  • After adding the new member you will be taken back to the Team Members page.
  • Notice that the new member is part of the Staff team.