How do I add members to the administrative portal?

Please note: this article is intended for Dialogue account administrators.

You can choose between the following two options to add members to your list.

The second option is preferable when you have a large list of members that you want to add all at once.

How to add one member at a time:

Log in to the Administrative Portal.
Click on the "Members" tab on the left side of the screen.
Click on "Add member" to the right side of your screen.
Enter the member's:
1. Unique identifier
2. First name
3. Last name
4. Date of birth
  Please note: If your organization uses email addresses as the unique identifier, this field is optional.
5. Province
6. Activation date
Click on "Invite"
Please note:
- If the start date is today: The member will appear under the Active tab.
- If the start date is in the future: the member will appear under the Future tab.

This option is best when you have a large list of members you would like to add at once.

Click on “Import CSV”
Click on “Choose file” and select the CSV file (Excel saved as .csv).
Please note: The first line of the CSV file must be the header with the following predefined column names:
- unique_identifier [email or employee number]
- first_name
- last_name
- date_of_birth [Format: YYYY-MM-DD] *optional if using email as the unique identifier.
- province [CA-QC, CA-BC, etc].
Click on “Preview” to see what will be imported into the portal.
Once you have confirmed that the data is valid, select the activation date and click “Continue”.

Please note:

If the start date is today: The member will appear under the Active tab.
If the start date is in the future: the member will appear under the Future tab.

If you have any questions about uploading members, please contact your dedicated Customer Success point of contact or clients@dialogue.co.