Skip to main content
Shiftboard

Adding Members: Overview

There are a few ways to get new members (aka users, staff) into the Shiftboard site. Site Administrators and Managers can add accounts manually, create a registration page, or use a template. Here's a quick overview of the three methods, as well as links for more information on each option.

Manually

  • The organization has a small staff and does not want to import information into a template.
  • The majority of members are already in the system and another member needs to be added.

Registration Page

  • Helpful for organizations "outsourcing" their members (i.e., volunteers needed, etc.) or conducting online recruiting. 
  • Allows a quick way to collect and import a variety of data with account creation.

Template

  • Good for importing all members at one time, especially if the site has just been created.
  • Convenient for transferring a record of members as-is.


To learn more about these options, please contact our support team at Support@Shiftboard.com

  • Was this article helpful?