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Add a Member - v1

Add a new member entering the required minimum information:
first name, last name, email address, membership and year joined.
*Birth date may also be required, varies by site.

NOTE: One email address is required for member to receive event invites to RSVP to events and retrieve login credentials.


1.  Admin Control Panel > MEMBERS > click ADD MEMBER.

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2. PERSONAL > select Member type*. Check boxes for Guest or Distinction* if appropriate.
*Varies by site

3. Enter First Name and Last Name > click SAVE.

TIP: Birthdate may be required. If unknown, enter January 1, 1990 temporarily.


4. There are two places to enter an email, in PERSONAL and COMPANY tabs. Enter at least one email address so the member may receive event invites to RSVP and retrieve login credentials.

Option A: PERSONAL > RESIDENCE > Home Email > click SAVE. Proceed to step 5. 




Option B: Click COMPANY > Email > click SAVE. Proceed to step 5.



5. Click ACTIVITIES > MEMBERSHIP > enter Year Joined and Chapter Name.

OPTIONAL: Enter Graduation Year if available, varies by site.


The remaining tabs are optional for the site administrator to complete. On the website, the member may update their profile. If spouse has edit profile permission (determined at site setup, can be changed) they may also update the profile.
*Edit profile is not available on mobile app.

6. Click FAMILY to enter more information* > click Save.
*Fields vary by site.

NOTE: Enter spouse email address for spouse to retrieve their own login credentials.


7. Click PHOTO > administrator or member may upload photo(s), follow the steps. 
*One or two photos may be uploaded, varies by site.

TIP: If having trouble uploading, or image needs cropping > click Email > attach photo and send to us. We color correct, crop and upload.

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8. Click LOGIN.

  • Member and spouse are each assigned their own user name and password.
  • Login credentials are automatically created when you add new member and enter spouse name. 
  • Member default user name is firstnamelastname and spouse default user name is lastnamefirstname.
  • Password default is a randomly generated three letters three digits, i.e. joy492.
  • Members and spouses may edit their user name and password after login.
  • Members and spouses retrieve their login credentials 24/7. On login screen click First Visit or Forgot Login buttons and follow prompts.
  • Admin may view/edit the member and spouse user names and passwords, unless this permission is turned off for your site.