❖ Heads up! This article is only intended for Corporate Leader Module (CLM) Leaders. Please note that CLM isn't available on every site. You may not see this feature.
To view your group's roster, click the Roster tab in the portal, select the group, and click Go.
Are you a Corporate Leader looking for training? Check out our guided walkthrough Corporate Leader Module - A Guide for CLM Leaders to signup and get started!
Adding Members
You can add new members from the Roster tab.
1. Enter a valid email address in the field beside the Add New Member button. The user must have a registered account with that email address to be added.
2. Click Add New Member.
3. A pop-up will appear, asking you to confirm your selections. If the email address isn't associated with an active account, then an error message appears instead.
Removing Members
If you need to remove a member from the group:
1. Select your group from the drop-down menu.
2. Click Go.
3. Find the member you want to remove and scroll to the right on the table.
4. Click the X under the Options column for that member. A pop-up appears, asking you to confirm your selection.
Exporting a Member's List
Want to export a list of your group members to a CSV file? You can do the following from the Roster tab:
1. Select your group from the drop-down menu.
2. Click Go.
3. Click Export Members—this automatically downloads a CSV file of your members list.
Looking for your download? It saves the file as User Group Members Export [Date downloaded]:
