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 press on the blue button 'Add member'
- Fill in the e-mail to search for an existing user and click 'Add',
or, click "create new user" to add an entirely new user: - 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.
- 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 ->
- Don’t forget to 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 New user
- Fill in first name, last name, e-mail, organization and title.
- Set Notifications settings and Admin permissions (if any)
- Don’t forget to save!