Add People & Choose Products from Home Page

Learn how to efficiently manage your PMI memberships by uploading user lists via CSV files. This guide streamlines the invitation process to help you quickly add multiple people to your partner platform.

Christina Dwyer
4 steps
25 seconds

Pmi

From the home tab, select the desired agreement.

Select “Add People”

In the pop‑up, choose either Select All Products or indicate the individual product(s) you want to assign, then click Add People.

Enter the desired email address(es) include multiple, comma-separated emails to invite more than one person at a time or use the excel template link, and upload using the “upload a .csv file”

Add People & Choose Products from Home Page

Christina Dwyer
4 steps
25 seconds

Pmi

From the home tab, select the desired agreement.

Select “Add People”

In the pop‑up, choose either Select All Products or indicate the individual product(s) you want to assign, then click Add People.

Enter the desired email address(es) include multiple, comma-separated emails to invite more than one person at a time or use the excel template link, and upload using the “upload a .csv file”