Add Members

Overview

Members are the people (or companies) in your program. Once a profile exists, you can subscribe them to products and track invoices and entitlements.

Adding a member does not subscribe them, send an invite, or charge anything. Those come after the profile exists.

Add a member

In the admin dashboard, open Members and add a member. Name is required. Email is the usual identifier and is needed for invites and membership cards.

If you already have a list, import a spreadsheet from the members area, or contact support for larger migrations and custom connectors.

Full members guides

• Members overview for statuses, groups, and when to add vs invite
• Adding Members for manual add, import, and verification
• Inviting Members when someone should claim a profile and sign in
• Customising profile fields before you collect more data

Next steps

• Create Subscriptions to assign products to members.