Overview

This step-by-step guide shows Program Admins how to add Program Members to a program in Next.  

• Who can add Program Members? 
  • Organization Owners 
  • Program Owners 
  • Program Managers
• When can Program Members be added? 
  • Program Members can be added at any time, including after an award cycle has been published and is live.

📌 Note: The roles you can assign when inviting Program Members depend on what you set up in Program Member Types. Only the roles enabled there will appear as options. 

• To set up the Program Member Types for your program, see ➡️Set Up Program Member Types.
• For a detailed description of each member type, their permissions, and use cases, see ➡️Understanding Member Types: Roles & Permissions.
   

Step-By-Step Instructions

Add New Program Members

1. Open the Program. 

2. Click Program Members in the left-hand menu.

3. Click Invite in the upper-right corner.

4. In the Invite Program Members pop-up, complete the following:

a. Email Address: Enter the email address for the person to invite.

b. Select the role: Choose the Member Role to assign 

📌Notes: 

- The roles available for selection depend on which ones you enabled in your Program Settings. For more help, see ➡️Set Up Program Member Types.
- See brief descriptions for each Member Type at the bottom of the pop-up.  
- Organization Owners automatically have access to all programs and cannot be invited to be a Program Member.

c. (Optional) +Add new member: Click this if you want to add additional members to the invitation.

d. (Optional) Include a personal message as part of the invitation email. 

e. Send Invitations: Click Send Invitations, which will immediately send the invitation emails.
 

5. A message appears in the bottom-left confirming members were successfully invited. 

After New Program Members Are Invited 

1. All invited members automatically receive an email invitation that includes their role and a login link to your program. 

• If your Program Members need help setting up their accounts and logging in, please refer them to ➡️  Account Setup (Administrator).

2. The invited member(s), their roles, and their membership status will show in the Program Members section.  

• Statuses include:
   
  • Active: Members who have accepted the invitation to join the program.
  • Invited: Members who have been sent an invitation to join the program but have not yet completed the process to join.
  • Inactive: Members who were deactivated by the Organization Owner at the organization level. 

📌Note: Organization Owners can manage members for all programs in their organization from the Organization Members tab. See ➡️How to Invite Organization Members for more information).


 

Related Articles

➡️Set Up Program Member Types

➡️Understanding Member Types: Roles & Permissions

➡️Remove Program Members


 

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