Help for Bundle Administrators

After the invoice for the bundle membership fee is paid and the application is approved, the bundle administrator can view and manage bundle members from within their bundle administrator's profile.

• Adding a Member
• Editing a Member's Profile
• Removing a Member

Adding a member to a bundle

 To add a member to the bundle, the bundle administrator clicks the Add member button under the Bundle summary.

The bundle administrator completes the membership application form on behalf of each new member then clicks Save. The new bundle member's record now appears. To return to their own profile, the bundle administrator clicks the Return to bundle list and your own profile link.

• Bundle administrators can add a "non-member contact" whose email address is already in the NDA database, but they cannot add an existing member to their bundle.  If you need to add an existing member to your bundle, send an email to us so we can help you. 

Editing a bundle member's profile

The bundle administrator can modify a bundle member's profile from within the their bundle administrator's profile. To modify a member's profile, click the member's name within the Bundle summary section of the bundle administrator's profile, then click the Edit profile button within the bundle member's profile.

Removing a member to a bundle

A bundle administrator cannot delete a bundle member, but can archive a bundle member, so that the member is no longer part of their bundle.  The member will remain part of the NDA contact database (though as an inactive contact). To remove a member from the bundle and inactivate their profile, click on the member's name. Once in the member's profile, click the Archive button.