TABLE OF CONTENTS

• If the person exists within your Organization
• If the person exists outside of your Organization

There are two ways to convert a person to a member in Unite.

If the person exists within your Organization

Open the Roster Folder () under MEMBERSHIP>CONNECT

Within the Roster Folder 

1. Search for the person you want to convert to a member 

2. Click their Member Card to expand. 

3. From the expanded member Card, navigate to the Membership Tab.

In the Membership Tab: 

1. Find the ACTIVITIES dropdown and expand. 

2. To convert this person to a member, in the New Activity Dropdown, select either Paying on Application or Initiated

3. Select an Activity Date, and fill out the rest of the required information.

4. Select the preview button to view the Member’s Per Capita and Member Dues charges based on that Activity Date and select Submit.

If the person exists outside of your Organization

 Open the Global Roster Folder () under MEMBERSHIP>CONNECT.

Within the Global Roster Folder:

1. Search for the person you want to convert to a member.

2. On the Member Card you will find the button. Select this button to convert this person to a member.

3. A pop-up screen will appear where you can select your New Activity (Paying on Application or Initiated) from the dropdown. After, select an Activity Date, and fill out the rest of the required fields.

When finished, select the preview button to view the Member’s Per Capita and Member Dues charges based on that Activity Date and select Submit.

Note: A member that exists within your organization can be converted through the global roster as well, but it is not a requirement*