Add a member (one 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 their unique identifier, first name, last name, date of birth (optional if the organization uses email as unique identifier), province, and activation date.
Click on "Invite" and the member will appear under the Future tab if the start date is in the future or the Active tab if the start date is today.
Add several members:
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).
Notes: 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 (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”. Members will appear under the Future tab if the start date is in the future, or the Active tab if the start date is today.
If you have any questions about uploading members, please contact your dedicated Customer Success point of contact or clients@dialogue.co.