How do I add members to a Group?

If you wish to add existing members to your group, see How do I add an existing member to my group?

To add new members to a Group:

• Log in to your account
• Access the Menu by clicking on the icon on the top left-hand corner of the screen and select Groups

If you already have a group that you wish to add them to:

• Click View to the right of the relevant group
• Click Add Members, select Add New Members, then proceed straight to the Adding Members step

If you have not yet created a group:

• Click Create Group
• Enter a Group Name and Group Description

Please note the Group Name is visible to all members. Group Notes is an optional field.

• Press Next once you have completed this section:

If you are sending fresh Profiles out to the members, you will need to make sure you top up the Group balance by clicking on the Blue Right Arrow alongside the relevant Profile Type, and press Next once complete.

If your members already have an up-to-date Profile, then press Skip.

 If the members you wish to add appear in the list that pops up below, click the box to the right next to the relevant person(s)

You will then see a tick appear to confirm they are selected. Once all members are selected, click Finish.

If the members don’t appear in the list below, then click :

Adding Members

• Enter the email address of the person you wish to invite to the group and click Add.
  • If you need to invite further people repeat the above until all are added.

You may now select the following options for each member:

• • If the member has a current up-to-date profile that you wish to include, click None. 

Please note if they have a Free Starter Profile or Introductory Profile, this will need to be upgraded to Expert if you wish to include it in a Team Report. For more information on upgrading, please see How do I Upgrade a Profile?

• • If the member needs to complete a Profile, please select the relevant Profile Type from the options. 
  • If you wish to withhold the Profile from them, add a Tick under Withhold
  • If you wish to exclude the Career Guide from them, add a Tick under Career Guide

Once you’re happy with the options you’ve selected click ‘Send Invitation(s)'.