Enter Member Data Manually

To add Members to your website one at a time, enter their data manually.

  1. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Members” tab.
  3. In the “MEMBERS” window that opens, click on the “Members Actions” dropdown menu at the top right and choose “+Add New Member.”
  4. In the “ADD NEW MEMBER” window that opens, type a Member’s name, address, and contact information into the labeled data fields. Use the “Tab” key to navigate from one field to the next.
  5. If this Member will serve as a website administrator, with the ability to add and edit Member records, activate the “Admin” checkbox to set the Member’s status.
  6. If this Member should not be able to contribute to the community newsfeed, activate the “Blocked From Newsfeed” checkbox to block this feature.
  7. If this Member should appear in the Member Directory, activate the “Appear in Member Directory” checkbox to turn on this feature. Note that once Members log in to your website, they can change their Member Directory preferences.
  8. If this Member has agreed to receive text messages from your website, activate the “Receive Text Messages” checkbox to turn on this feature.
  9. If you have created a custom form to add questions to your Member sign-up form, these questions appear below the “Receive Text Messages” checkbox. To learn how to create a new custom form, see the “Create a New Custom Form or Survey” section of the “Custom Forms” instructions.
  10. The record for a new Member displays a generic avatar instead of a picture of the Member. If you have access to a representative photo or graphic, click on the “Browse” button in the “Current Avatar” section of the “ADD NEW MEMBER” window and locate the image file on your computer. You can upload a GIF, JPG, or PNG file up to 15 MB in size.
    • Click and drag inside the blue selection-area box to position it over the portion of the image that you want to display as the avatar. Click and drag any of the blue dots on the corners and edges of the blue box to enlarge or reduce the selected area. On a laptop trackpad or scroll-wheel mouse, zoom in or out to change the display size of the image. You also can click and drag outside the default blue box to draw a new selection area.
  11. If you already have built out your website and want to send this Member an e-mail message with sign-up instructions, activate the “Email this Member to set password” checkbox.
  12. When you are happy with your Member entry, click on the “Add Member” button. To abandon your changes, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
    • If you don’t fill in all required Member information, the boxes around the missing data fields turn red and error messages identify what you must complete.