Adding Members

Members are a foundational component of your Clinked account. Members need to be added to be participants in group(s).

Members can be added at either the Account level or the Group Level.

At the Account level,

Account Administrators ("Super Admins") have the capabilities to add members to the account, assign their access to groups and set the member's account and group capabilities.

At a Group Level,

Group Administrators ("Admins") have the capabilities to add members to the group and set their capabilities at the group level.

We will explore both administrator options in this article based on each one's experience and needs.

Account Administrators

As an Account Administrator of your Clinked account, you have the capabilities to manage Account Settings & Account Members. These will be shown in the top banner of your Clinked Account, however other members without "Super Admin" capabilities will not see these on the banner. As the Account Administrator, you have full Account Rights and can see into any Group even when not a member.

To add members at an Account Level, Account Administrators need to navigate into the Members section to both invite members and create members

There are 2 key ways to add members at the Account Level:

Invite Member - will immediately invite the member using only their email address - members will then be prompted to set up their member profile (i.e. user name, full name, etc). This is useful for groups requiring minimal permission set up, using tags based systems or internal team members.
Create Member - will create members without sending email invitations allowing a staging of their access. This is useful when staging groups requiring content permissions who can then be invited after set up is complete. An Account Admin will be required to set up a member profile (i.e. user name, full name, email address, etc), and this can be done via CSV upload.

Inviting Members

Click on the Members icon (see below) to open the Members area
Use the green "+ Invite Members" button (see below)

Invite New Member window will open from the Account level members dashboard (see below). Complete the following:

Entering email address(es) or select from ‘add people from...’ list
Assign Account Rights: granting capabilities at Account Level
- "Member" assigns a member who can't create groups and is not an admin
- "Group Creator" assigns ability to create new groups
- "Super Admin" grants ability to be an Account Administrator

Then choose the group assignment for the member:
- Assign Groups: granting access & setting capabilities at Group level. Select 'Add more groups' to assign a member to a group. Simply select the group to assign.
- Choose member group rights:
  - Basic: is a basic member, e.g. can read/view and comment on documents
  - Standard: is content contributor, e.g. can upload & collaborate on content
  - Admin: this a group admin- can invite members into the group and access the group settings
- Invite Message: text for email invitation to be sent to above entered email address. This can be edited.

Hit Send Invitations: Member will receive an email invitation to join your Clinked account
Accepting Invitation: The invitation will prompt the member to create their member profile. This includes them choosing their user name, entering their full name, defining a password and any other properties defined by your team before entering your Clinked environment.

Creating A Member

Click on the Members icon (see below) to open the Members area
Use the DropDown button to the right of the green "+ Invite Members" button and select "Create A Member"

Create a Member window will open (see below). The Account Administration will then set up their profile with the following:
- Full Name
- Email
- Username (note: this will not be able to be changed after setup)
- Phone Number
- Enable: Check off the box if you'd like this member to be active upon setup. If not, leave unchecked & come back when ready to enable them (see notes on this below)
- Account Rights: granting capabilities at Account Level (Not required)
  - "Can create groups" assigns ability to create new groups
  - "Super Admin" grants ability to be an Account Administrator
- Password: enter an optional password if you'd like to provide later
- Assign Groups: granting access & setting capabilities at Group level

The member will be created in the Account & be seen in the Assigned Groups. However, the member will not have access until advised by your team or you Send Activation Link via email.

To invite a member after setting up their access as desired, they can be invited through two processes:

Select Send Activation Link
Ask to log in during your designed client onboarding

The Send Activation Link will prompt the sending of an automated email invitation from Clinked. Below are instructions:

Navigate to Member's profile in the Account Member area
Open the settings in the top right corner
Select Enable Member, if not yet done
Select Send Activation Link:

Complete the additional details - email message & when it should ben sent (i.e. Send straight away or custom time & date) - then hit Send

Create Members via CSV File

Account Administrators also have the capability to mass create members via a CSV file. Again, this can be done from the Members area.

Click on the Members icon (see below) to open the Members area
Use the DropDown button to the right of the green "+ Invite Members" button and select "Create Members via CSV File"

Create Members via CSV File window will open (see below). Follow the instructions to set up your CSV file & see the Download Sample file to aid

Press the green ‘Upload’ button to upload a CSV file once ready
Member will be created in Account & be seen in the Assigned Groups. However, the member will not have access until advised by your team.