How to manage Members of a Program?
When you're inside a Client view, looking at the Program page, click on the Members tab under the Program name on top:
Inside the Members tab in the Program, you can see the Program invitation links, and underneath a list of the current Program Members as well as all the pending invitations:
You can use the input field above the list to add new Members to a Program.
Type in their name or email, and if they are in your organization, you can add them right away.
If they are not in your organization, you can copy and share the invitation link to give them access. Your Clients won't be automatically notified, they can only access the Program once you deliver them the invitation link.
Until they sign up, they will show as a pending invitation in the Program Member list
If you click on the three dots on any of the Clients inside the Program, you can access their CRM profile, Remove them from the Program, or Deactivate their account.
If you click on the three dots on any of the Admins inside the Program, you can Make them a Program Leader, or Remove them from the Program.
If you need any further support, please contact us at email@example.com or inside the platform by clicking on the chat messaging bubble in the lower right corner.