Member Add

To add a new member click + Add Member.

Please note: Auto-complete does not always enter the correct information. If you use this function, please make sure that the information entered is the one you want.

Enter the name and date of birth, the system will search for all existing members.

The system will look for a member matching your search, you can click on the quick view or the link for Go to profile to confirm this is the same member. If no matches are found, click on Create new member.

Note: When viewing a member through the quick view of the link for go to profile, information may be limited if the member belongs to a different organization. If a transfer is required, you can start the process by clicking on Action and request transfer. You will then have to follow the Transfer request procedure available in the Tasks menu.

Enter the following General Information:

Email
Birthdate
Gender Identity
Primary Language
Secondary Language (optional)

Enter the following Demographic Information:

Birth Country
Citizenship
Identify as Indigenous
Race & Ethnicity

Enter the Address:

Address Type
Move in year
P.O. Box
Street Number
Address
City
Postal Code
Country
Province

Note: If you require to enter a P.O. box or Legal Land Survey, click Enter Address Manually

Enter the Phone Number:

Phone type
Phone number

Enter the Document(s):

If you don’t have the documents at the time of creating the profile, you can upload them at a later time.

Then click on Next.

A new window will open. You can select to add the participant as a Confirm Member or Unconfirmed Member. An option to check off that the required documents have been validated. Then click on Submit.

The system will tell you that the member has been successfully added and you will be taken to the member's profile page to complete their information.