Adding members or subscribers allows you to manage access to subscription-based content and services within MediaOS. Before getting started, make sure your account has the Membership module enabled, as this feature is required to create and manage members.
Confirm Membership Access #
To add a member, your MediaOS subscription must include the Membership feature. If it is not currently enabled, contact your system administrator or MediaOS Support to add it to your plan. Without this module, you will not be able to access or use the membership tools.
Creating a New Member #
Start by navigating to the Members area using the left-hand navigation menu. From there, click the New button. A dropdown menu will appear—scroll down and select Member. This opens the member creation screen, where you can begin entering the person’s details.
For example, you might add someone like John Smith as a new member. Once you’ve entered the name, click Save to create the profile.
Adding Contact Details #
After saving the member profile, you can add important contact information such as an email address and mailing address. These fields ensure the member can receive communications, billing statements, or physical mailings.
Tip: Be sure to check the box to set the address as the primary. This ensures that MediaOS will use the correct contact information when generating invoices, sending messages, or exporting mailing lists.
Use the address generator if needed to quickly populate test or placeholder data. Once you've added and reviewed the contact fields, click Add, set the address as primary, and then click Save again to lock in your changes.
Final Steps #
At this point, the member has been successfully added to your MediaOS system and is ready for subscription setup, billing, and engagement tracking. You can now create a membership record, enroll the user in content offerings, or assign permissions as needed.
Note: For next steps, see our article on Creating a Membership Subscription to activate the member’s access.
