FAQ – Team

ADDING TEAM MEMBERS INDIVIDUALLY

Hover over the "MY ACCOUNT" menu item. In the submenu that appears, click "MY TEAM".

Navigate to MY TEAM

Hover over the “MY ACCOUNT” menu item. In the submenu that appears, click “MY TEAM”.
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Click the "ADD TEAM MEMBER" button.

ADD TEAM MEMBER

Click the “ADD TEAM MEMBER” button.
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Add the name (first and last) of your team member and their email address.

Add NAME and EMAIL

Add the name (first and last) of your team member and their email address.
Click "SAVE" and your new team member will be added to your team as long as you have open seats available!

SAVE

Click “SAVE” and your new team member will be added to your team as long as you have open seats available!
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Your newly added team member will show up in the list below.

Manage Your Team Members

Your newly added team member will show up in the list below.
This number shows you how many seats have been used and the total amount of seats your Membership Level contains. Once you have used all of your seats, you will have to delete a team member or upgrade your membership to add more members.

Your Seats

This number shows you how many seats have been used and the total amount of seats your Membership Level contains. Once you have used all of your seats, you will have to delete a team member or upgrade your membership to add more members.
Click "DELETE" to the right of a Team member to remove them from your Team and open up their seat. Click "EDIT" to change their name and/or email.

DELETE or EDIT Team Members

Click “DELETE” to the right of a Team member to remove them from your Team and open up their seat. Click “EDIT” to change their name and/or email.
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BULK ADD TEAM MEMBERS

Hover over the "MY ACCOUNT" menu item. In the submenu that appears, click "MY TEAM".

Navigate to MY TEAM

Hover over the “MY ACCOUNT” menu item. In the submenu that appears, click “MY TEAM”.
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Click the "ADD TEAM MEMBER VIA CSV" button.

ADD TEAM MEMBER VIA CSV

Click the “ADD TEAM MEMBER VIA CSV” button.
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Click "Choose File" and add your CSV file. The file must contain a header row with "Name" in the first column and "Email" in the second column. There should be no empty rows in your uploaded CSV file. If you need help creating a CSV file with Microsoft Excel you can find a tutorial HERE .

Upload Your CSV File

Click “Choose File” and add your CSV file. The file must contain a header row with “Name” in the first column and “Email” in the second column. There should be no empty rows in your uploaded CSV file. If you need help creating a CSV file with Microsoft Excel you can find a tutorial HERE .
Click "UPLOAD" to upload the chosen CSV file.

Finalize

Click “UPLOAD” to upload the chosen CSV file.
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Example of correct formatting of your CSV file.

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This list will show you what team members are about to be added based on your CSV file upload.

Team Members to be Added

This list will show you what team members are about to be added based on your CSV file upload.
See how many total members you will be adding. If there is an issue or the number of team members is incorrect, click "Cancel" and make sure your CSV file is correct based on directions in step 3.

How Many Members Will Be Added

See how many total members you will be adding. If there is an issue or the number of team members is incorrect, click “Cancel” and make sure your CSV file is correct based on directions in step 3.
If you are satisfied with the Team Members information that will be added, click "PROCEED". Your Team Members will be added to your Team.

PROCEED

If you are satisfied with the Team Members information that will be added, click “PROCEED”. Your Team Members will be added to your Team.
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