If you are looking to add other members to your account follow the steps below. Note, ONLY TEAM ADMIN will have the ability to invite users to a chapter’s account. So make sure you are a team admin before you attempt to invite others. If you are not, make sure you talk to your account admin about adding others or adjusting your access. VIDEO TUTORIAL at the bottom.

How to invite a single user 

1. Navigate to the “Settings” tab located on the left hand navigation bar. 

2. Click on the “Members” tab. 

3. Input their email address at the top and select their role. 

4. Then click “send invites.” 

5. The individual you invited should receive an email invitation to create an account and access the site.

If the invited user already has an account they will be notified they have been given access and will be able to access the site when they login at chapterbuilder.com. 

How to bulk invite users

If you want to invite multiple users or even the whole chapter at once, follow these steps:

1. Navigate to the “Settings” tab located on the left hand navigation bar. 

2. Click on the “Members” tab. 

3. Click “Bulk Invite Mode.” (right hand side of the Members tab)

4. There you can select a file to upload to invite members in bulk. Note, you will just put their email in column A (each email in a separate cell) and no other information in your file you are uploading.

5. Click “Send Invites” 

6. The individual you invited should receive an email invitation to create an account and access the site.

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Note - Each invitee included in the spreadsheet will be invited at the level you select. Normally, you are going to select "Member," as this is the most commonly used user type.