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Onboarding Team Members on Members Portal 5

  • Added Jun 12, 2026
  • 1 minutes read
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Customers must be a team administrators to onboard team members.

Team administrators can onboard team members in just a few clicks on the Members Portal.

You can add up to 25 team members at a time.

OnboardingTeamMembers_MP5.gif

  1. Log in to the Members Portal if you haven't already.

  2. Click on your icon.
  3. Select Team.
  4. Select Members.
  5. Click Add members.
  6. Under You are about to add members, add each new member's full name and email address.
Make sure each member is on a separate line.

✅ Correct Format
AddTeamMembersCorrectForm_MP5.png
❌ Incorrect Format
AddTeamMembersIncorrectFormat_MP5.png

  1. Select the Plan your new team members will be joining.
If you want to add team members without signing them up to a plan, you can ask an admin to onboard them for you.
  1. Select your team members' Start date.
You can't select the current or past dates as your team members' contract start date.
  1. Click OK.

All set! The new team members will receive an email notification with their Members Portal log in information.