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How Primary Account holders can add members to their Group Membership

If you are familiar with Group Memberships, you know that its Primary Contact can add Employee Accounts depending on the Membership Category’s permission settings.

Primary Contacts can add members to their group directly. Upon following the steps in this article, there will be no need for the new Employee Accounts to sign up or fill out their profiles themselves: the Primary Contact can take care of all of that, and add group members as quickly as they please!

When configuring your Group Membership’s permissions, the ‘Allow primary account holder to invite employee accounts to the member portal?’ toggle needs to be ON.

Image indicating that the 'Allow primary account holder to invite employee accounts to the member portal?' toggle is ON under a Group Membership's permission settings.

If that toggle is not on, then the Primary Contact will not be able to add any members to the group themselves.

This article will detail the steps a Primary Contact will follow when adding members to their Group Membership. As an Administrator, you can also follow these steps if you are using the Impersonate tool.

Access the Employee Account Page

1. From the Member Portal, click ‘My Account’ on the bar at the top of the screen.

Image indicating the 'My Account' button on the bar at the top of the Member Portal.

2. Click ‘Employee Accounts’ from the drop-down menu that appears.

Image showing the drop-down menu that appears when clicking 'My Account' on the Member Portal, and indicating the 'Employee Accounts' button.

3. The resulting page will list all Group Memberships for which the user is a Primary Contact.

Image showing an example Group Membership for which the example user is a Primary Contact ('Administrator Provided'). We see two buttons for adding Employee Accounts: 'Create Employee Account' and 'Mass Import',

In the example we are using, the user is a Primary Contact for a Group Membership named ‘Administrator Provided’.

Adding Employee Accounts

The Primary Contact can now click either the ‘Create Employee Account’ button or the ‘Mass Import’ button to populate their Group Membership.

Mass Import

When the Primary Contact clicks ‘Mass Import’, they will be prompted to copy and paste a list of email addresses.

Image showing the window that appears when adding Employee Accounts in bulk, showing example emails one-per-line in the text box, and indicating the 'Create Accounts' button at the bottom of the window.

Upon filling out the window and clicking ‘Create Accounts’, Employee Accounts corresponding to the email addresses will be created and added to the Group Membership automatically.

Image showing a list of Employee Accounts that were created from the previous screenshot.

Employee Accounts created through the ‘Mass Import’ tool will not have any Contact Record information aside from the email itself.

Click the Pen & Paper icon to edit the Employee Account and add Contact Record details. Continue reading from the ‘Configure Employee Account’ sub-header for more information.

Create Employee Account

When the Primary Contact clicks the ‘Create Employee Account’ button, they will be taken to a new page.

Image showing the 'Create Employee Account' page, where there's a question for including an email address, and a button to continue.

The Primary Contact can choose whether or not they want to include an email address for the new Employee Account.

If they selected ‘Yes’ for the ‘Would you like to include an email address for this employee?’ question, there will be a text box below to enter an email.

Alternatively, there will be no text box. In either case, click the ‘Continue’ button to proceed.

Configure Employee Account

The Primary Account holder can now configure the contact details of the new Employee Account. This allows for the new members to be added immediately, and removes any steps or sign-up on their end!

Basic Contact Information

Fill out the contact information as necessary. The Primary Account holder can specify the new Employee Account’s name, job title, etc.

Image showing the configuration page when adding a new Employee Account, indicating the fields for basic contact information.

Fill out the ‘Business Address’ fields if the Employee Account’s address is different from your Organization’s address.

Organization Linking

The ‘Organization Linking’ feature gives Primary Contacts the power to choose whether or not the Employee Account will be linked to their Organization. An Employee Account linked to the Organization will show up on its Related Contacts list.

Selecting ‘No’ on this option will allow the new member to be added without forcing them to be a part of the Organization in the system.

Image showing the page for configuring the contact information of an Employee Account, indicating the section for 'Organization Linking' and the button you can click labeled 'No'.

Contacts added with the ‘Mass Import’ tool will be linked to the Organization automatically. You cannot go back in and unlink them after creation either. If you want to add Employee Accounts that are not linked to the Organization, do not use the ‘Mass Import’ tool when adding them.


Congratulations, you now know how to populate a Group Membership from the Primary Account’s Member Portal side!


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