How do I add new members?
Architect members (account admins) can add new members in the members area.
The manage members area shows a list of all your members and is where you manage adding new members, to open the members area:
- Click Members
- Click the + button to add new members
- Add their first and last name, email address and select the member role you want them to have
- Repeat step 4 for each member you want to add, if you need more rows just click > Add 3 more rows +
- Click the tick button to confirm and add the new members
Each new member will receive an email inviting them to complete their registration on your account and set their password.
Once your new members have accepted their invitation and completed their registration the days since active column will show the number of days since they last logged into your account.
You can monitor who has completed their registration in the members list. Members have the following states:
- Active = they are active in your account and have accepted your invite
- Archived = they have been archived and can no longer access your account
- Invited = they have been invited, but have not yet accepted their invite
Members that have not yet accepted their invite can be resent their invite:
- Click ... actions button for the member
- Select resend invite to resend their invite email immediately or select copy invite link to copy their invite link and send it to them yourself