Using the "Add Member" functionality allows you to complete steps 1-3 for the person your onboarding. It will:
If you entered details above for the husband, you will now enter the wife's details below. This will connect spouses together in the system.
- Spouse's Full Name
- Spouse's Email Address
Completing the "Connect Member to Spouse" details will not create an account for the spouse, but it will connect spouses together in the system. After you create an account for one spouse, you should then create an account for the other.
Information enter in this area will be available only to Organization Administrators.
After you create an account for a User, an enrollment link will be sent to the Member.
The User MUST complete their enrollment in order to have a full account on the system. If they don't receive an E-Mail, please have them check their SPAM folder.
Example of E-Mail sent to User: