In this article, you will learn the most efficient method for enrolling a small number of new members (2-3) into a program by adding them individually for a quick and seamless process.
How to add a single member to your program
- Enter the Members tab (in the program), and click on "Add members manually"
- Search for existing users in the field "Add member" and tick the box for the users you want to add.
If the user does not already exist, click on "Add a new user":
- Fill in information about the program member. If the user already exists in your database - name/organization/title will be filled in automatically. If not - add it. Assign learner to coach, more details about this can be found here ->
- Mark role/roles.
- If you have an individual start date type of program, also fill in the start and end date for the program member.
- Press save.
How to add a new user manually into your database
This option is not that common, the only time you use this is if you want to add a user in your database - that will NOT be assigned to any program. For example an admin person
- Click on the User tab in you global menu and "Add new"
- Fill in first name, last name, e-mail, organization and title and then press "Save".
- Set Notifications settings and Permissions (if any)
- Don’t forget to save!