Procedure: Add People to an Agreement from the People tab
Christina Dwyer
6 steps
2 minutes
1
Navigate to the 'People' section from the sidebar.
2
Click 'Add People' and select the desired membership.
3
In the pop‑up, choose either All Products or select the products you wish to assign
4
Click “Add People”
5
Enter the desired email address - 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”
6
Click Invite & Assign Products. You will see a green success message “Success! You have assigned x product to x person from agreement: XXXXXXX-XXXXXX"
Procedure: Add People to an Agreement from the People tab
Christina Dwyer
6 steps
2 minutes
1
Navigate to the 'People' section from the sidebar.
2
Click 'Add People' and select the desired membership.
3
In the pop‑up, choose either All Products or select the products you wish to assign
4
Click “Add People”
5
Enter the desired email address - 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”
6
Click Invite & Assign Products. You will see a green success message “Success! You have assigned x product to x person from agreement: XXXXXXX-XXXXXX"
