How Do I Add a New Member to an Organization

There are two different things people usually mean by "adding a member": creating a brand-new member record from scratch, or connecting an already-existing member to a specific property. This article covers the first one. To connect an existing member to a property as an Owner or Tenant, see "Attach an Existing Member to a Property."

Steps

1. Switch into the organization (Organizations > search > row Actions menu > Select).
2. Go to the Members tab.
3. Click Actions > Add Member.

1. Fill in First Name, Last Name, Phone Number, and Email Address.
2. Click Submit.

What happens next

A member added this way is created with a Status of Inactive, not Active. Adding a member only creates their record — it does not automatically grant them portal access or send them anything. See "Invite a Member So They Can Log In" for the step that actually gets them logged in.

This new member is also not yet attached to any property. See "Attach an Existing Member to a Property" to connect them to the unit they own or rent.