For those who are admins on their organization's Membership, here is a quick overview of how to navigate your dashboard.
Navigating your Membership Dashboard
Click “My Membership” in the top navigation bar.
Here is your Membership dashboard - this is where you can manage your members, sign up for your conversations, and manage your subscription.
This is where all the details of your journey exist.
Here you can navigate to the Journey page to see all upcoming conversations that you may register for by clicking the name of the journey under the My Journey heading.
You will also find on this page a list of conversations you’ve registered for, as well as past conversations.
On the Community Page, you’ll find your Membership’s Leaderboard, which shows data around your members engagement.
Your members will be able to see their peers’ engagement and request connections on this page, as well.
Manage & Invite Members
To manage and invite members to your membership, click “Members” in the left hand navigation bar. This brings you to your Members dashboard.
Invite By Email:
You can invite your members directly from the platform using our Invite by Email feature.
Click the button in your Members dashboard and a window will pop up.
You may type in email addresses separated by commas, or bulk upload a .CSV file with -only- the emails you want added listed in column 1. See the image below as an example.
This button will copy your unique Membership invite link that you can send via your communication channels.
Please note that using this feature will not add the email addresses of those invited to the Invited column in the Member table.
This button will allow you to download a list of all your members - active, invited, and removed.
Manage your Subscription!
Click “Subscription” on the left hand navigation bar.
Here is all the information you need about your subscription.
If you need assistance adding seats, canceling, or making changes, please feel free to contact [email protected].