How do I manually add team members to a trip? Follow
If there are individuals you wish to add to a trip directly, Administrators with the permission Can Add/Remove Team Members may do so from the trip's Team Members interface. Manually adding team members will allow these individuals to bypass the application process as well as the deposit requirement for the trip.
Follow the steps below to manually add participants to your trip:
Locate Your Trip
From the My Trips page, select the trip you want to add the team member.
Access the Team Members Screen
From your trip's dashboard, navigate to the Team Members screen.
To add a new participant, click the Actions button at the top right, and select Add Member from the Actions drop-down menu.
Search Existing Users
Search for your participant's name in the search field. If they have an existing account, they will appear in the results list.
If your participant appears here, simply click the participant's name and a pop-up will appear to assign permissions and add that person to the trip.
Assign Basic Permissions
- If the person needs to be responsible for raising funds to pay for their trip, select Yes; otherwise choose No if they do not need to raise funds for the trip.
- If you'd like this individual to be a trip leader, select YES. Otherwise, select NO to add this person as a participant.
- Select Save Changes when finished.
Adding a NEW User to your Trip
If the individual you're wanting to add to your trip didn't appear in your search results, they do not yet have an account. To create one for them, select Invite A New Person beneath the search results list.
Invite a New Team Member to Your Trip
- Enter the individual's First Name.
- Enter the individual's Last Name.
- Enter the individual's Email Address.
- Choose whether they are responsible for fundraising to cover their trip.
- Choose whether you wish this individual to be a trip leader, or simply a participant.
- Add a personal message for them to be included in the email invitation they will receive.
- Click the Invite button to process the invitation.
The individual will receive this email with a link to activate their account.
