Contents

• Overview
• Step-By-Step Instructions
• Add New Program Members
• What Happens After New Program Members are Invited
• Related Articles

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 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 (Don't see the role you need? It may not be enabled yet — see ➡️Set Up Program Member Types)

📌Notes: 
- 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 as 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 confirmation message appears in the bottom-left of the screen confirming members were successfully invited. 

What Happens 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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