How to add members

Quick Links: Manual | Excel | Self Registration | Sing-Sign On (SSO)

Overview

System administrators are able to add new members to their DeleteMe account at any time from within their admin dashboard or are able to configure self-service onboarding for their members to use.  

Methods for Adding New Members

There are four methods to adding new members into your DeleteMe account:

1. Manual
2. Excel upload
3. Registration page
4. Single-sign on (SSO)

Manual

1. Login to your DeleteMe admin dashboard
2. Click the "Add Members" button
3. Click "Manual Upload"
4. Input the user's information: First Name, Last Name, Email, and Plan.
5. Click "Add Member"
6. Click "Upload"
7. Select whether or not to send a registration invitation right away or later
8. Click "Upload"

Census

Administrators have two options when choosing to upload a census into their DeleteMe Dashboard.  

1. Basic Census Upload
   • The basic census includes minimum details so the administrator can invite the member to register their account.
   • This census requires the following information:
     • First Name
     • Last Name
     • Email Address
     • DeleteMe Plan
2. Instant Coverage Census Upload
   • The instant coverage template allows and admin to upload a census with some additional demographic information in order to initiate the member's first report right away.
   • Administrators are required to provide the following information when uploading an Instant Coverage Template
     • First Name 
     • Last Name
     • Email Address
     • Age
     • Address (street, city, state, and zip)
     • Phone Number
     • DeleteMe Plan

Steps

1. Login to your DeleteMe admin dashboard
2. Click the "Add Members" button
3. Click the "CSV Upload" button
4. Download the appropriate census template for the upload you would like to complete
5. Input the data into the spreadsheet
6. Upload your spreadsheet using the "Click to upload file" button
7. After uploading your file, you will be able to review the census in your dashboard for error and missing information.

Important Notes

• Column headers in your spreadsheet must match the format provided in the downloadable template.

Self Registration

Single Sign On (SSO)