Add a New Member

Add a New Member

This article shares how to add a new member to your library in PARTNER CPRM.

To learn how to add multiple members to your member library by uploading a spreadsheet, read our article: Add Multiple Members in Your Member Library.

How to Add a New Member to Your Member Library: Step-by-Step Instructions

1. First, login to PARTNER CPRM and open your ecosystem.

2. On the lefthand side of the screen, click "Members" within the ecosystem navigation menu to open your ecosystem member library.

3. Within your member library, click "Add" at the top of the screen.

4. In the dropdown menu that appears, click "Add Member."



5. On the page that opens, add your member by entering in the two required attributes: 
  1. Organization Name
  2. Map Label Name (2-5 letters - anything longer will not display properly)
6. Add primary contact information:
  1. First and Last Name
  2. Email address (highly recommended for using our email templates)
  3. Position/Job Title
  4. Phone Number
  5. Organization Website 


7. Add address data to conduct GIS mapping and analysis later. Search for a place or address to add it automatically. Otherwise, add the following pieces of info:
  1. Address
  2. City
  3. Province
  4. Postal Code
  5. Country


8. Add notes by clicking the "add" icon at the bottom right side of the page and record any additional notes or details you want to associate with the ecosystem member.



9. To add attributes for the new member, click "Attributes" at the top of the page, next to "Member".
NOTE: You must create attributes before adding them to new members.
Click the small dropdown arrow next to each attribute to record a field. You can also use two default attributes: sector and primary organization function. Use the "Show Unused" check box to hide or display empty fields.



11. To record additional secondary contacts associated with this organization, click "Contacts" at the top of the page.

12. Give the secondary contact a name and add their contact information. To delete them, click the "trash" icon on the right.



When finished, click "Save" or "Save & Add New" to continue additional additional ecosystem members.

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