Contents

• Overview
• ⚠️Important Notes
• Step-By-Step Instructions
  • Invite Program Members
• What Happens After New Program Members are Invited
• 💡Tip: Resend Invitation
• 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 
  • Client Admins (in partner-managed accounts) 
  • 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.

⚠️Important Notes 

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

Invite Program Members

1. From the Programs page in your account, click View Program to open the program you need.  


 

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:

⚠️ IMPORTANT: You can invite more than one person at a time, but everyone you invite in this pop-up will get the same role you select. If you need to give people different roles, repeat the steps below for each role.

a. Select the role: Click the role you want to assign — Program Manager, Program Staff, Reviewer, or Approver. Don't see the role you need? It may not be enabled yet — see ➡️Set Up Program Member Types)

📌 Notes:

• A brief description of the selected role displays just below the role buttons.
• Organization Owners automatically have access to all programs and cannot be invited as a Program Member.

c. Add the email addresses of the member(s) you'd like to invite: Enter one or more email addresses, separated by commas or new lines.

📌 Note: As you type, red text will appear below the box if an email address isn't valid, or if you've entered a duplicate. You can fix these without losing the rest of your list.

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 across the organization from the User Management page. See ➡️How to Invite Organization Members for more information).
 

💡Tip: Resend Invitation 

Need to resend an invitation? Find the person on the Program Members list — their status will show as Invited. Click the three-dot icon in the Actions column on that row, then select Resend Invitation.

If the member is not receiving the email, have them try these steps: ➡️Not Receiving Emails From Next.
 

Related Articles

➡️Set Up Program Member Types
➡️Understanding Member Types: Roles & Permissions
➡️Remove Program Members


 

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