Board Manager - Adding a Member

Geeta Nagpal
Geeta Nagpal
  • Updated

A new member can be added in the following ways. 

  1. Dashboard -- Members Module  (+) icon to add
  2.  Dashboard --Expiring Terms (+) icon to add
  3. Menu Bar -- Members -- Locate (+) icon to add
  4. Menu Bar-- Boards—Vacancy with Candidate ---Create new member

Once the member has been added, the status of the user will be unpublished by default. To ensure all members are displayed on the iframe their status must be changed to publish. 

 

Value Explanation
First & Last Name * Enter Members First & Last Name as displayed in Board Manager and on the publishing site.
Address Fields Member's address captured manually by the admin or when approving a new member. Board Manager - Adding an Approved Member to a Board
Email Address * & Phone Number 

Email address field will be required but will not be published. 

Phone number field is optional and its not published.

Social Media Accounts field values only display when populated on the publishing site.

eScribe Association

Board Name * Select which Board to the member will be added to. An email will be sent to the Administrator and Member if enabled notifying them of their new position. Board Manager - Email Notifications
Position *

Drop down will display all populated positions.

Board Manager - Position Management

Term Start/Term End

 

Term Start and End values will populate based on the dates entered in the vacancy. The term length is populated based on the Board Details Page. 

Stub Term

 

Can be checked off when a member term does not qualify for the whole term.
Role Free form text box that will be published to the member's page
Term Information Free form text box that will be published to the member's page
Appointed by Free form text box that will be published to the member's page
Email Icon If checked off, the member will receive communication from the administrator.

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