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Managing members

A quick how to guide on managing members for your company.

Updated over 8 months ago

Introduction

Meeko members are employees that have been given access to the Meeko Health benefit. Below you'll find guidance on how to manage members in the employer portal.

Adding Members

There are two ways to add members to Meeko, individually or in bulk.

Adding a member

Adding members individually is best to use when you have a new employee or just have a few employees that you want to add to Meeko. To add a member you just need to provider their name, email, and assign them a plan and invite them to Meeko when you're ready.

Adding members in bulk

Members can also be added in bulk by importing a .csv file. Simply create a .csv file with your employees first name, last name, and email address and import the .csv.

When you upload the .csv you'll have the option to select a plan to assign the members in the .csv If you have multiple plans set up for members, create a .csv for each plan.

Note: Meeko Health doesn't automatically send out invites to new members. This allows benefit administrators to set up all the plans, assign them, and plan for the benefits rollout without members receiving an invite email.

Invites can be sent out in bulk to all uninvited members with a button click at a later time.

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