Adding a New Member in Bridge

Who this is for

Overview

Admins/Super Admins creating Member profiles in Bridge to accomplish two key goals:

• Care teams are able to track a member’s progress and engagement
• Enables the member’s access to use the Companion app

Common issues include:

• Only Admins and Super Admins are able to add new members to the Pathfinder system. If you are a Counselor or Peer you will need to contact an Admin or Super Admin to add a new member.
• Members cannot log in to Companion until they have been added to the system.
• Members will need access to the email address that is entered into Pathfinder.
• Incorrect email address entered for member

Adding a member

• Log into Pathfinder Bridge using the URL https://bridge.pathfinder.wellstoneapps.com/auth/login 
• Select the “Members” tab located within the left hand navigation bar
• On the Members list page, click the “Add New member” button on the upper right part of the screen.
• Fill in the member’s email address.  (Be sure that the email address is correct).  Click the “Verify Email” button.
• Enter the member’s personal information and select the “Next” button.
• Assign the member to the appropriate program and select a start date and estimated end date.  Select the “Next” button.
• Assign the member to their appropriate Groups and select the “Next” button.
• Review that all information was entered correctly and select the “Save” button.
• The member will receive a welcome email sent to the email address provided with instruction for downloading Pathfinder Companion and logging in.

Troubleshooting 

• If a member is not receiving a welcome email, have them check their spam/junk folders.
• If an email address was entered incorrectly, the member will not receive a welcome email.

Members can also download the Pathfinder Companion app by searching “Pathfinder Companion” in their appropriate app store (It is free to download).