Adding a Member to your Portal Using the Members Table

You can add members directly to your members table using the Add Member function. You can add a single member, or add multiple members using a csv file upload

1. Open the Members Table
2. From the right navigation tray, click on the icon
3. Choose Add 1 Member or Add Multiple Members
4. Adding 1 Member:
   1. Enter the email address of the new member
   2. Assign the new member one or more roles by checking the box next to the role name
      1. Founder - has access to:
         1. Founder Resources navigation items
      2. Mentor: 
         1. Has access to:
            1. Founder Resources navigation items
            2. My Mentees table
         2. Can be assigned as a Mentor to your portal’s Founders
      3. Investor
         1. Has access to:
            1. Founder Resources navigation items
            2. Portfolio table
         2. Can be assigned as an Investor to your portal’s Founders
      4. Manager
         1. Has access to:
            1. Founders Resources navigation items
            2. Members table
            3. Portal Settings
         2. The only portal function a Manager cannot perform, is changing the portal Owner
      5. 1. Has access to:
            1. Founders Resources navigation items
            2. Members table
            3. Portal Settings
            4. The Owner can reassign the owner role to another userOwner
         
   3. Ensure you click Add Member in the lower right corner
   4. The new member will appear on your Members table, and they’ll receive an email inviting them to set their password
   5. You’ll be able to tell that the user has finalized their account, when their Last Login column changes from “Not logged in yet”, to showing a login date.
5. Adding Multiple Members
   1. Create a .csv file containing the members you want to upload
   2. There are 4 mandatory columns for your sv file. Use the following headers for these 4 columns:
      1. First Name
      2. Last Name
      3. Email
      4. Role
         
         1. Acceptable Roles are: Founder, Mentor, Investor, or Manager.
         2. You can only assign a single role when using the Add Multiple Members feature. After uploading the file, you can add more roles to users by using the Edit Member feature.
         3. Blank role field will be assigned the Founder role.
   3. Ensure you click Add Member in the lower right corner
   4. The new member will appear on your Members table, and they’ll receive an email inviting them to set their password
   5. You’ll be able to tell that the user has finalized their account, when their Last Login column changes from “Not logged in yet”, to showing a login date.