Overview
When you add a member, Process PA can send them an activation email so they can set up their own login. This guide walks through the full onboarding loop — from the admin sending the invitation to the member logging in for the first time.
Step-by-Step Guide
1. Add the member
- Open the Members register from the menu bar.
- Add the member with their name and email address, and set their access level and committee role. See Add a committee member for the detail.
2. Process PA sends the activation email
- Once the member is saved, an activation email is sent to their address. It contains a personal set-up link.
3. The member opens the link
- The member opens the email and selects the set-up link. It works in any browser, including a fresh one they’ve never signed in on.
- Because their name and email are already known, the register page is pre-filled — all they need to do is choose a password.
4. The member sets a password and logs in
- The member enters and confirms a password.
- They are logged in and land on the home page, ready to take part.
Good to know
- If an invited member hasn’t set up their account yet, any agenda or minutes email you send them still includes a “view online” link that leads to the same pre-filled register page — so they can join at any time.
- Members who only ever need content by email can be left as Email-only and never have to log in. See Access levels and roles.
- There is no per-user charge, so invite everyone who needs to be kept in the loop.
Page Details
Updated on July 16th, 2026