How to add a new member?
Getting Started
In this article, you will learn all the steps required to Add/Invite new members to your CMS site or Import members from other platforms (e.g. WordPress, Ghost, Medium, Substack).
Inviting a new member
To invite a new member to your site manually, follow the given steps below:
- Click on the
Membershipicon on the left pane of the site dashboard.
- Go to the
Membersoption
- To add a member, click on the
+ New Memberbutton on your top-right.
- 1️⃣ Email address: Add the email address of the person you want to invite.
2️⃣ Name: Type down their name, it is not compulsory, but it helps you keep track.
3️⃣ Send Invitation: Click on this button to proceed with the invitation process.
Importing members from other platforms
With the help of the ‘Import members’ feature, you can Import/Add Members from other platforms. To know the process follow all the steps below accordingly —
- Click on
Import Membersbutton - A pop-up will appear & you will find four platforms from where you can import members.
- Choose any one platform out of four (e.g. WordPress, Ghost, Medium, and Substack).
- Click on
+ uploadunder the Upload a CSV File field - Upload the CSV file from your device that you exported from your chosen platform.
- Click on
Import Members - And all your members or selected members from your chosen platform will be imported into your CMS site.
The Screenshots & GIFs below show the whole process being demonstrated visually ⬇️
- Click on
Import Members
- A pop-up will appear & you will find four platforms from where you can import members.
- Choose any one platform out of four (e.g. WordPress, Ghost, Medium, and Substack).
- Click on
+ uploadunder the Upload a CSV File field - Upload the CSV file from your device that you exported from your chosen platform.
- Click on
Import Members - And all your members or selected members from your chosen platform will be imported into your CMS site.
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Updated on: 11/06/2024
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