👤 This article is for Hub Admins.

Article Goal: To guide Hub Admins on how to manually add and invite new members to their Hub, enabling them to choose the right method based on whether they want to automatically enroll members, trigger an immediate notification, or add members without 10KC notification.

As a Hub Admin, you can manually add members to your Hub in several ways, without requiring a direct system integration. Each of the three distinct methods provides a different level of control over the invitation and enrollment process. This article will walk you through each option:

Adding Members by CSV File (Automatic Enrollment or Optional Notification)
Inviting Individual Members by Name & Email (Sends a Notification)
Generating a Registration Link (No 10KC Notification)

You can use the index on the right of this page to quickly jump to specific sections as needed.

✅ 1. Adding Members by CSV File (Automatic Enrollment or Auto enrolment with a Optional Notification)

This method is ideal for adding a large number of members at once by uploading a pre-populated file. This workflow offers the most control, allowing you to choose between standard invitations, silent upload, or immediate automatic enrollment.

When to Use Automatic Enrollment

This feature is ideal for large-scale onboarding, mandatory programs, or when you need the fastest way to get your members active on the platform, as it bypasses the usual invitation and sign-up steps.

Recommendation for Best Matching: Although Automatic Enrollment is the fastest method, we recommend sending members a standard invitation instead if possible. This ensures members know what 10KC is, update their profiles, and provide relevant interests and goals, which leads to the best possible matching outcomes.

This is a 4 step process to a CSV upload.

Step 1: Upload Member Information

Select Enrollment Type: On the first page, you will see a section called Enrollment Type. You will choose between two primary methods for adding users:
- Voluntary Enrollment (Standard): Members receive an invitation and must choose to go through the typical sign-up and onboarding process to claim their profile.
  - Note: Since they did not receive an email invitation, you may want to send a separate message to them letting them know how to access the platform.
- Automatic Enrollment: Accounts are created instantly and are ready to use right away. This method is typically used when participation is mandatory or enrollment must be immediate.
Decide on Invitations (Voluntary Enrollment Only): If you choose Voluntary Enrollment, you will be asked: "Would you like to send out invitations?"
- Select "Yes" to send an immediate email notification to all members on the CSV.
- Select "No" to add them to the Hub without a notification. This is a common way to pre-populate accounts before sharing a registration link or a specific program invite.
Prepare Your File: To ensure a successful upload, click "Download CSV template" to get the correct file format. You can click the file guide for more information on how to generate the file.
- Your file must: Be saved as a CSV file, use UTF-8 encoding, contain no quotes (") in column headers, and contain only one sheet.
- At a minimum, your file must include first name, last name, and email.
Upload Your File: Click or drag and drop your prepared CSV file into the upload area.
Review and Complete: The system will guide you through the next steps, including a multi-stage review of your upload and members before the process is complete.

Step 2: Review Your Upload

After uploading your CSV file, you will be taken to a page to review your data. This is a critical step to ensure that your file is being correctly imported and translated into the system.

The system will display all the data columns from your file. For each column, you will see what the system has automatically identified it as and have the option to change it.

Mapping & Creating New Segments

If a column in your spreadsheet does not match an existing field or segment in your account, the system will automatically create a new segment to import the data. You will see "New" at the top right of the data box, indicating that a new segment will be created.

You have two options for handling new segments:

Map to an Existing Segment: Click the "Import as" dropdown to see if a suitable segment already exists in your account. If it does, you can map your data to it. The system will remember this mapping for future imports.
- Required fields: The minimum fields needed to create a member, which are First Name, Last Name, and Email.
- Account fields: Fields that are part of a member's standard profile.
- Public segments: Segments that are visible to all members within the Hub on the member profile.
- Private segments: Segments that can be admin only or viable only to the member and admin.
Create a New Segment: If you want to create a new segment, be sure to click the "Advanced options" link (if available) next to the public segment checkbox. This allows you to customize the new segment's settings before it is created.

Advanced Segment Options

When creating a new segment, you can configure the following settings:

Name: The name of the segment.
Description: A short description of the segment's purpose.
Public or Private: Choose whether the segment is a public segment (visible to members on their profiles) or a private segment (not visible to members).
Show on member's profiles: A toggle that controls if the segment is displayed on a member's profile.
Show in onboarding: A toggle to control whether this segment is shown to members during the onboarding process.
Multi-select: Allows members to select multiple options for this segment. Note: This setting cannot be changed after the segment is created.
Editable by members: A toggle to allow members to edit their value for this segment on their profile.
Member-selected matching rule: A toggle that allows members to select which segments they prefer to be connected with. When enabled, this option shows in onboarding and their Hub membership preferences.

Mapping & Creating New Segment Values

If a value in your spreadsheet does not match a value option for the mapped segment in your account, the system will automatically create a new value to import the data. You will see "New" at the bottom of the data box, indicating that a new value is being created.

To review the mapping, click "View" next to the value option or "Advanced settings" on the right.
From there, you will be able to see all of the current mappings of the values in your CSV file and adjust them to other segments in the account.

Important Note: 10KC will create new values for anything that is not a 100% match, so be sure to review carefully. You might get multiple options created based on minor formatting differences (e.g., "Manager" vs. "manager").

After you have reviewed and configured all your data columns, click "Continue" to proceed to the final review stage.

Step 3: Review Your Data

After reviewing your data columns, you will be taken to a page with two tabs: "Ready to invite/upload" and "Needs review." If you have any members that need to be reviewed, you will be directed to that tab first.

The "Needs Review" Tab

Members will appear in the "Needs review" tab if they are already in the Hub. In this tab, you will have the option to:

Re-invite: Send a new program invitation to the member.
Update data: Overwrite the member's existing profile data with the updated information from your CSV file.

For existing members who have already created a Hub account, they cannot be invited again. We recommend taking the updated data from your file and using it to update their profile on the members tab. You can download a file of everyone who need review.

The "Ready to Invite/Upload" Tab

This tab will contain all members who are ready to be uploaded or invited (depending on what you selected in Step 1). If you selected to "re-invite" or re-upload members on the "Needs review" tab, they will now appear on this tab.

This is a good place to do a final spot-check of the mapping before you complete the process.

Once you are satisfied, click "Invite" or "Upload members" to complete the process. The button text will vary based on your selection in Step 1:

"Invite members" means you have selected to send a notification.
"Upload members" means no notification will be sent. Members can create their account through a 10KC link or a program invite (e.g., a pathway or development program invite) that you send to them separately.
Auto-enroll members": Means you selected Automatic Enrollment. Clicking this button immediately creates active accounts for the members, bypassing the invitation process.

Step 4: Complete

Please be sure to stay on the screen while member data is uploading to ensure everyone is successfully uploaded or invited. If you leave the screen, your file will not be fully processed.

Once the upload is complete, you will see a confirmation message on this screen. There will also be another error message if there is an issue with any of the uploads.

✅ 2. Inviting Individual Members by Name & Email (Sends a Notification)

This option is best for adding one or a small number of individuals at a time by entering their information directly. This method always sends an email invitation from 10KC to the member's email address.

Steps to Invite a Member:

Navigate to the Add members page in your Hub.
Select the "By name & email" option.
Fill out the required fields for the new member:
- First name
- Last name
- Email address
- You can also select the member's Hub role, Permissions, and Language.
  - Hub role: This is a key segment in the 10KC account. Select the role that best describes the member in your organization.
  - Language: These options will only appear if your account is set up for multiple languages.
  - Permissions: This determines the level of access a member will have to the community. To learn more, go to this link.
    Member: A standard 10KC user.
    Development Program Admin: Has access to see and edit all Development Programs in the Hub.
    Hub Admin: Has access to all areas of the Hub for editing and reviewing data.
If you need to add more than one member, click the "Add another member" button to add a new set of fields.
Once you have entered all the member information, click "Continue" to proceed to the next step, where you will be able to review and send the invitations.

✅ 3. Generating a Registration Link (No 10KC Notification)

You can generate a unique, shareable registration link that allows a group of potential members to register themselves. This method does not trigger any email notifications from 10KC. You are responsible for distributing and sharing the link with your intended audience.

Steps to Generate the Link

Navigate to the Add members page in your Hub.
Select the "By invite link" option.
A unique link will be generated automatically below the options.
Click the "Copy to clipboard" button to copy the link.

🚨 Important: This Link Bypasses Domain Settings

Please be aware that anyone with this link can create an account, even if they do not have a correct domain that is set in your Hub or Tenant settings. This link is designed to bypass all domain restrictions, so be cautious about who you share it with.

Note: If you want members to create their account following the standard domain or invite settings, you can simply direct them to the URL for your site, such as: