There may be a couple of reasons as to why you would want to manually add a member to your site, but the main reason will likely be to create a new user on your site for someone and grant them access to a membership. On the MemberPress > Members page, all of this can be done in one place.
You can do this by navigating to your Ideakit Dashboard > MemberPress > Members > and then by clicking on the ‘Add New’ button near the top of the page. Doing this will initiate the process.
Manually Adding a Member
Once you have navigated to the ‘Manually Add a New Member’ page after clicking the Add New’ button as explained above, you are ready to add your new member. The process should be self-explanatory, but below we’ve outlined each field you will see:
These are the main fields that you will see and have the ability to edit.
|Username||Enter the username of the user you are creating (Note: this cannot be changed later).|
|Enter the email that the user will use for notifications, etc.|
|First Name||(Optional) Enter the first name of the user.|
|Last Name||(Optional) Enter the last name of the user.|
|Password||Click the ‘Show password’ button to reveal the password that will be set or leave alone and a random password will be generated.|
|Membership||Use the drop down to select the membership you would like the user to be added to (only shows published memberships).|
|Send User Notification||(Optional) Check this checkbox to enable the User Notification Email. Email will include the user’s username, and the name of your site, but not a password*.|
|Send Welcome Email||(Optional) Check this checkbox to enable the MemberPress Welcome Email. This will either send your global welcome email, or your per-membership welcome email if enabled.|
|‘Advanced’ Button||(Optional) Used to enter specific payment details as needed (see section below).|
* We cannot send the user their password via email because of security reasons. We recommend you do one of two things to help your user out: (1) make note of the password that is created by copying the selection revealed after clicking the ‘Show password’ button, and manually send (meaning through your own email) the user their password, or (2) edit your MemberPress Welcome Email to include instructions to go to your login page and use the ‘forgotten password’ link to set their own.
After clicking the ‘Advanced’ button near the bottom of the page, you will be given the option to fill out the following fields:
|Trans Num||If you have an ID from the payment gateway for a recent transaction for this user, add it here. Usually you will want to leave the auto-generated ID.|
|Amount||Defaults to zero. Leave it as such unless you are recording an actual transaction.|
|Status||Defaults to Complete. Options include Pending, Failed, and Refunded as well. If this is not set to complete, then the user will not have access to yo|
|Payment Method||Defaults to Manual. Use the drop down to select the gateway used if an actual payment needs to be recorded. Otherwise, leave this blank.|
|Created||Use to set the created date for the transaction. As best practice, please only set the date as the current date or a date in the past, not the future.|
|Expires||Enter the expiration date of access for this user. When the date here is meant, the user will lose access. Use the ‘Default’ button to have MemberPress enter the expiration date based on the Membership selected. Leave the field blank or click the ‘Lifetime’ button to grant lifetime access.|
Finally, after making sure that you have entered or set the correct information for every needed field, hit the ‘Create’ button at the bottom of the page to create this new member.
Remember, doing this will create two things:
- A user profile with the user information given, and,
- A transaction to the selected membership to grant access for the user.