Adding users to your StrengthPortal company account

Manual entry, CSV upload, or through a supported integration
MM
Written by Matt McGunagle
Updated 1 year ago

As the Owner and Admin for your StrengthPortal account you can add users to your account through the Organization page - Add users button (top right). Through this flow you can choose from several options for manual or automated user account creation: 

Supported integrations
StrengthPortal has several supported integrations that can be activated to automate the user creation and long-term account management for your account. Once activated these integrations will pull in your staff and gym members to be able to start working with continually, which should reduce the work required on your end to manage the two platforms together. The supported integrations are:

  • MindBody - Self-serve for single location customers
  • Jonas Fitness - Contact us for activation

If you are a customer that that has more than one location with your integration or using ABC or Jonas we'd recommend setting up a call with your account manager here to activate the integration together.  

If you are a MindBody customer with a single location you can follow this flow described here to activate the integration yourself:

  • On the Organization page on the in the top right area click Add Users
  • Click Import Users
  • Select your integration
  • You'll be taken to the Settings - Integration page
  • Enter your Site or Location ID and follow the steps laid out for you.
  • Once the integration is activated please click Sync to start the process of pulling in user data from MindBody for your account. After a few minutes you'll be able to view the the new user profiles within the Organization page to start working with.

CSV upload
To add multiple trainers or clients at once create a CSV with the following columns:

  • First Name
  • Last Name
  • Email

Follow these steps:

  • On the Organization page on the in the top right area click Add Users
  • Click Import Users
  • Click Upload CSV
  • Select which Role to upload the user profiles as
  • Once the CSV you can refresh the organization page to view the results after a few minutes.

Adding users manually

  • On the Organization page on the in the top right area click Add Users
  • To add Trainers to your organization click Add Trainer. Note - You can upgrade a trainer to the role of an Admin after they've been added to your Trainer List.
  • To add Clients to your organization click Add Client.

Gym member activation - IMPORTANT NOTE
Your gym members will not receive an email to activate their account until they are enrolled into a Shared program via the client management page. Most of the gyms we work with prefer to track client profile accounts and manage client data without adding requiring any interaction from the client. If you are looking to utilize StrengthPortal's features to manage hybrid or online coaching you can invite a client to use the StrengthPortal app and track their own workouts by simply clicking the Shared Program button when enrolling them into a client to a workout program. This action will trigger an invitation email for the client to create their password and download the StrengthPortal mobile app.

 

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