Group Members / Users


 

Add/Invite Users: Manually Add

Who can use this feature?

Network_Admin.png Slash.png Location_Admin.png Slash.png Full_Group_Admin.png

 

Overview

This article will show you how to manually add users to your group. This option works best for users that already exist in CivicReady.

There are two other ways to add/invite users to your group:

We recommend that you upload a CSV file since this will give you the opportunity to make sure all you add all of your user's information at one time.

Instructions

  1. Navigate to Groups
    Groups.png
  2. Select a group
    Select_a_Group.png
  3. Select Group Members on the left-hand side
    Group_Members.png
  4. Click Add Members
    Add_Members.png
  5. Select the Add Manually option
    addmanually.png
  6. Enter an email, if existing user
    Add_an_Email.png
  7. Enter information for new user:
    New_User_Information.png
    • First name: Enter first name
    • Last name: Enter last name
    • Email: Enter primary email
    • Phone: Enter primary phone number
  8. Click +Add Another to input information for more new users
    Add_Another.png
  9. Select Welcome info to edit the Welcome email message
    Welcome_Info.png
  10. (Optional) Edit the Name, Email, Subject, and Body Content of the Welcome Email
    Edit_Welcome_Email.png
    • Note: Select Save this as the default email template for adding members to this group to save your new version of the welcome message as the new default template
      Save_as_Default.png
  11. Click Add to confirm and send emails
    Add_Email.png

Note: You can also add members with API and SFTP.




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