Adding people one at a time suits the trickle a church meets week to week. For a list you already have, import it instead — see Import people from a CSV.
Everything starts from the People actions menu
On the People page there is a round + button — its label is *People actions*. Every way of getting people into your directory lives behind it, and which items you see depends on your role.
| Menu item | What it does |
|---|---|
| Add Staff | Invites someone to help run the church in the portal. They get an email and a role. |
| Add members | Type people in one at a time, building up a list, then create them all at once. No CSV needed. This is the everyday "add a person" path. |
| Import Members | Bring in a CSV file. Best for anything more than a handful. |
| Send sign-in links | Emails the app invitation to people already in your directory who have never had one. See Send sign-in links. |
| Delete members | Permanently deletes people, and their app accounts, from the directory. This cannot be undone. |
Add members and Import Members are for Owners and Admins by default. Pastors and Communications staff can still add someone one at a time with the Add New Person form below.
Adding a few people
- Open People in the sidebar.
- Click the + button (People actions).
- Choose Add members.
- Enter a name and email address (phone is optional) and click Add to list. Repeat for each person.
- Leave Email them their sign-in link now ticked if they should get the app straight away, then click Import. The button shows the count, for example Import 3 users.
The single person form
Adding somebody can email them
Every way of adding people shows Email them their sign-in link now, and it is ticked by default. Leave it ticked and each new person with an email address is sent their sign-in link straight away. Untick it to add people quietly and invite them later — see Send sign-in links. Add Staff always sends an email: a portal invitation rather than an app link.