How To Add A Member To Positions In Your Organization Profile

TABLE OF CONTENTS

• How-To Video
• HOW TO ADD AN OFFICER TO YOUR POSITIONS
• HOW TO EDIT A CURRENT OFFICER

How-To Video

HOW TO ADD AN OFFICER TO YOUR POSITIONS

Open the Organizations () Folder, under Membership> Organizations.

Select your organization from the list of available Organizations, click on the card to expand or click the Drop-down     and navigate to Positions. Use the Filter function to narrow your search.

Note: Click-on the Full Page () button to expand org. profile to a full-screen view

Click the grey command button +. Fill in all applicable information, all red asterisks are required fields.

Click on the dash under Position to populate a drop-down menu of default positions. For fiduciary members such as a Treasurer you can check the box Primary Financial Contact.

By default, the is checked. If you deselect this box it will allow you to put an end date for that position. Once an expiration date has passed the board member will no longer have administrative access to UNITE.

Optional – Choose “Type” to associate to the newly created officer. 

“Search Roster” - Type the name of the member you wish to associate to the position, then click the Get Roster button on the bottom left to search for the member from your org. Roster.

Once you have checked the box for your member select the Save button.

HOW TO EDIT A CURRENT OFFICER

Open the Organizations () Folder, under Membership> Organizations.

Select your organization from the list of available Organizations, click on the card to expand or click the Drop-down () and navigate to Positions

Note: Click-on the Full Page () button to expand org. profile to a full-screen view

Select which officer you would like to edit by on their member card. You can edit the Start Date, add the member as the Primary Financial Contact and by deselecting the To Present box you are able to enter an End Date. You can choose the officer type by selecting from one of the available list options.

You can also edit an officer Profile by selecting the Edit Contact button () in the top right corner of the member’s card.

Once all information has been updated choose the SAVE button on the bottom right to save all changes.