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Add Members to an Existing Group

Introduction

As the Sponsor Administrator or Group Administrator, you might need to add members to an existing group. This article provides the instructions you will need to accomplish this task.

Important: You will get a warning in the Sponsor Center if you add a current REDEEM® HealthShare member to a group who has an unpaid balance. You must contact that member to arrange payment to maintain accurate records and prevents unexpected group charges.  If you proceed to add this individual, the group must cover that member’s unpaid balance.

Procedure

To add a new member or members, follow these steps:

  1. In the Sponsor Center navigation menu, select Home to view the Group(s) card.
  2. In the Group(s) card, select the dropdown arrow.
  3. From the options, select the appropriate Sponsored Group name.
  4. In the Group Member section, select Add Group Member. Two options will appear.
    1. If a person is not a current REDEEM HealthShare member, then select Generate Code. The Add Group Membership screen will appear. See section Generate Code for further instruction.
    2. If a person is a current REDEEM HealthShare member, but you are adding him or her to your Sponsorship, then select Link Existing Membership. The Link Existing Membership screen will open. See section Link Existing Membership for further instruction.

Generate Code

To complete this task, follow these steps:

  1. In the Add Group Membership screen, type the information in the required fields.
  2. Select Generate Code. A unique code will populate in the Click to Generate Funding Code field.
  3. Confirm you see a checkmark in the option, Send invitation after Group Member is added. The added member will receive an automatically generated email.
  4. In the Group Start Date field, select the dropdown arrow.
  5. Select the start date for this newly added member. This is now the member's start date. You can choose from up to three months in advance for the newly added member’s sponsorship start date. 
  6. Select Add.

Link to Existing Membership 

To complete this task, follow these steps:

  1. In the section, Search below for the membership you would like to your Group, type the information in the required fields.
  2. Select Search. The member's name, email, and date of birth will populate.
  3. Confirm accuracy of member information.  
  4. In the Group Start Date field, select the dropdown arrow.
  5. Select the start date for this newly added member. This is now the member's start date. You can choose from up to three months in advance for the newly added member’s sponsorship start date. 
  6. Select Link.
  7. Confirm you see a checkmark in the Send invitation after Sponsored Member is added checkbox. The added member will receive an automatically generated email.

 

As a member of REDEEM HealthShare, reading and understanding the Sharing Guidelines is important.