Manage Your Members

Members are the people who take part in your assessments. This guide shows you how to add participants, organize them into groups, and set up team structures.

You can add members one at a time or import a larger list at once. To add a single participant, open the Members area and enter their name and email address. To add many at once, use the import option and upload your list.

Double-check email addresses before saving — this is the address invitations will be sent to.

Organize into groups

Groups make it easier to manage large numbers of participants and to run assessments for specific teams. Create a group, give it a clear name, and add the relevant members to it. A member can belong to more than one group.

Set up team structures

If your assessments rely on relationships between people — for example managers and their direct reports — you can set up team structures that reflect your organization. This ensures the right people are invited to assess the right colleagues.

What's next

With your members in place, you're ready to set up your first campaign.

Questions about members? Email us at support@dialogos.com.