Adding a Member to an Organization Roster

Click here if you are using the new Organimi version 5.

You can add members to the Organization Roster at any time. First, ensure that you have completed the first step: (1) Creating an Organization.

To add members to an organization roster:

1. Login to your Organimi account by going to https://v4.organimi/login

2. Click on the name of the Organization on the left navigation pane.

3. Click on Organization Roster on the left navigation pane. 

4. Click on the grey "Click to add a new member" icon at the bottom of the list of existing members.

Or, click the green New Member button at the top right.

A New Roster Member dialog box appears.

5. Fill in the First name, Last name, Email address, and the rest of the fields.

6. Then click the Create Member button at the bottom.

 

 

Here is a quick video:

Having trouble? Contact us at help@organimi.com or ask us about the concierge service.  

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