How to Add an Officer to a Position for an Employer

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

Click-on the Employer card that you wish to view or click the Full Page () button in the top-right corner of their card. This will expand their card to display all available tabs. Open the Positions Tab in the Employer’s record.

Click the + button in the top-right corner of the Positions window to add a new Officer.

Select the Appropriate Officer Position from the drop-down selection. Designate whether the new Officer is the Primary Financial Contact. Select the New Officer’s Start-date and end-date. If they do not have a designated end-date, click the To Present? Box, this will ensure the Officer has administrative Privileges until they no-longer hold an Officer Position in the Organization.

Finally, select the appropriate member you wish to assign to the new Officer Position by searching for them in the Search Roster field. Click the Save button when finished.