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This article walks you through how you can manually add a new member/user to your platform as well as remove a previous member.
Quick Links:
How Do I Manually Add A New Member?
How Do I Manually Remove A Previous Member?
For those who manually manage their users, adding and removing users from the platform is a simple yet important process to ensure people have the correct access.
Please note, this process should only be used if you are manually managing your users and do not have your HRIS system or SFTP connected to the platform. If your HRIS system or SFTP is connected, please refer to those applicable help articles for assistance in managing your members.
How To Manually Add Users
- Select the drop-down menu in the top right corner
- Select Members
- On this page, you will see the list of all the current active members within the platform
- To add a new member, click the Add New Member button above your current members
- In the pop-up box, you will input the member information.
- The minimal required information to add a member is: first name, last name, unique email address, assign a role
- The optional information to add is: birthday (for birthday anniversary awards), employment start date (for service anniversary awards), groups, country
- Once the applicable information is filled out, select the Send email invite to user button
- Select Add
Once sent, the user will get an email invite with a password they can use to log into their Bucketlist account.
Visual steps on the web platform:
Visual steps on the Bucketlist app:
Video explanation:
How To Manually Remove A Previous Member
- Select the drop-down menu in the top right corner
- Select Members
- On this page, you will see the list of all the current active members within the platform
- From here, either scroll to locate the member or use the Search Members bar to locate the member by name or email address
- Once you have located the member, simply select the X to the right of their member information (beside birthday column)
- In the pop-up box, select the reason for leaving
- Select Confirm
- This will remove the member from the platform
Visual steps on the web platform:
