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 Members on the left panel of the Dashboard, under the Membership section.
- To add a member, click on the + New Member button on your top-right.
- Add the Email Address of the person you want to invite.
- Type down their Name, it is not compulsory, but it helps you keep track.
- Click on Send Invitation button to proceed with the invitation process.

The Screenshots below show the whole process being demonstrated visually ⬇️

Click on Members on the left panel of the Dashboard, under the Membership panel.




To add a member, click on the + New Member button on your top-right.




Email address: Add the email address of the person you want to invite.

Name: Type down their name, it is not compulsory, but it helps you keep track.

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 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 + upload under 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 + upload under 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: 27/07/2023