To add members manually, one at a time:

  • Click the green Add New Members
  • Choose Add Manually


  • Fill in all of the required and desired fields
  • Click Submit


The system will prompt you to Add More Members, Add to Group or Return to the Member Records. Be sure to add them to the correct groups to ensure your group admins have access to their records right away.

Choose the correct group(s) and click on Submit.

When you're ready to send invites, simply click on "Send Invites" on the top of your dashboard and follow the prompts to send the invitation out.