Add Rep to Member via StaffApp

1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order. See View/Search the Member Directory for information on filtering your list of members.

2. Click the name of the member in the list.

   

3. Click the arrow in the header bar.

   

4. Click Add Rep.

   

5. Enter the following information:
   • First Name. Required
   • Last Name. Required
   • Email. Optional
   • Title. Optional
   • Is Primary. The slider will default to Green, indicating that this representative is the primary rep for the member. Slide the right to indicate that this rep is not the primary. NOTE: If the new rep is selected as primary, the member's existing primary rep will be changed.
6. Click Save.

Related articles

• Manage Member Reps

• Manage Rep Login Credentials