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Manually Add Members

Invite members to your storefront manually one by one or in bulk

Updated today

You may sometimes want or need to manually add new members to your storefront, whether inviting a select few or onboarding a large group.

Uscreen's Add Member flow makes it easy to invite users one at a time or in bulk with a streamlined step-by-step wizard.

Before you import, make sure you've read over our Email Import Policy.

โ„น๏ธ INFO: This article walks you through how to add users individually or import them in bulk.


Add Member Wizard

Step 1: Start the Add Member Flow

  1. Navigate to People

  2. Click Add Member

Step 2: Choose Member Type

  1. Select how you want to add members:

    • Single Member: Invite a single member

    • Bulk Invite: Invite multiple members by uploading a CSV

  2. Click to proceed

Step 3: Add Member Details

For Single Member:

  1. Fill in the following information:

    • Name: The member's full name

    • Email (required): The member's email address

    • Add tags (optional): Select tags to organize and segment this member

    • Subscription access (optional): Select which subscription plan to grant access to

    • Bundle access (optional): Select which bundle(s) to grant access to

  2. Click to proceed

๐Ÿ’ก TIP: You can grant product access immediately during the invite process, or add it later from the member's profile.

๐Ÿ”— Learn more about Manual User Access Management

For Bulk Invite:

  1. Click Download Sample CSV to get a template

  2. Fill in the template with member information:

    • Column A: Name

    • Column B: Email Address

  3. Save the file in CSV format

  4. Click Choose File and select your CSV file

  5. Wait for the file to upload

  6. Optionally, apply settings to all members in your CSV:

    • Add tags: Select tags that will be applied to all invited members

    • Subscription access: Select which subscription plan to grant to all members

    • Bundle access: Select which bundle(s) to grant to all members

  7. Click to proceed

๐Ÿ“ NOTE: Please avoid adding column headers or extra columns in the CSV file and maintain the given format to ensure that the system can read its contents. Tags and access settings you select at this step will be applied to every member in your CSV file.

Step 4: Design the Invite Email (Optional)

  1. You can now customize the welcome email that will be sent to your invited member(s).

    • Send Welcome Email: Toggle this ON to send an invite email, or OFF to skip sending an email

    • Email Subject: Customize the subject line

    • Email Body: Edit the message content

  2. Click to proceed

โ„น๏ธ INFO: When you leave the Email Body field completely blank (empty), the system automatically uses your customized Invite User template from Settings > Email Templates. If you enter custom text, that custom message will be sent instead.

Email Template Variables

The email body supports dynamic variables:

  • {{user.name}}: Inserts the member's name

  • {{user.email}}: Inserts the member's email address

  • {{temp_password}}: Inserts a temporary password for the new member

  • {{passwordless_sign_in_link}}: Inserts a passwordless sign-in link

  • {{store.title}}: Inserts your site's name

๐Ÿ”— Learn more about Email Variables

โ„น๏ธ INFO: It is ideal to retain the {{user.email}} and {{temp_password}} or {{passwordless_sign_in_link}} variables in the email body, as this provides the login credentials to the invited member(s). Uscreen stores passwords in a secure and encrypted way, so we will generate a temporary password or tokenized link and send it on the fly without recording it in non-encrypted logs.

Step 5: Review and Invite

Review all the details you've entered in the checklist:

  • โœ… Member name and email (or number of members for bulk invite)

  • โœ… Product access status (subscription and/or bundle access)

  • โœ… Tags assigned (if any)

  • โœ… Welcome email status (will receive or will not receive)

Click Invite Members to complete the process. ๐ŸŽ‰

The member(s) will be added to your People list immediately. If you choose to send an email, they'll receive their invite with login credentials.

๐Ÿ“ NOTE: Bulk member invitations may take some time to process, especially for larger lists. You'll receive an email confirmation once the import is complete.


Key Considerations

Please ensure that you only invite members to your store who have explicitly permitted you to contact them.

  • To maintain email deliverability, protect your domain reputation, and avoid being flagged as spam, invite only members who have provided clear permission to receive communications

  • Sending emails is now optional: you can add members without sending them an invite email if you prefer to communicate with them through other channels

  • Bulk member invitations may take some time to process, especially for larger lists. You'll receive an email confirmation once the import is complete

  • Manually added members will not have any payment details saved on file until they complete a purchase or sign up through a checkout flow

  • You can grant product access during the invite process by selecting subscriptions or bundles in the member details step, or you can manually grant access later from their profile

  • Tags can be added during the invite to help you organize and segment members from the start


Alternative Methods

Here are other options you may consider if you need more advanced operations.

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