TABLE OF CONTENTS

• Short Description on Unite Permissions 
• Business Manager/Secretary-Treasurer
• Unite Super Administrator - District Council 
• Director of Servicing
• Director of Training
• Director of Organizing
• Communications Director
• Business Representative 
• Organizer Representative
• Administrative Support - Membership/Dues 
• Administrative Support 
• Administrator Support FTI (Level 1 & 2)
• Education Coordinator
• Instructor (Full-time)
• Instructor (Part-time)
• President
• Vice President
• Financial Secretary 
• Delegate
• Benefits Administrator
• Trustee
• Recording Secretary
• Treasurer
• Warden
• Communications Coordinator
• Bargaining Unit Chairperson

Short Description on Unite Permissions 

Access is granted to users based on their positions within the Unite organization. For instance, holding a position under a DC provides access to all DC member files and the member files of Local Unions (LU) subordinate to DC. If one holds a position with LU A, access is limited to LU A member files. However, if a user holds positions with both LU A and LU B, they will have access to member files from both LUs.

Business Manager/Secretary-Treasurer

This position should be assigned only to the District Council BM/ST

A BM/ST is able to:

• Membership:

  • Search for all Active/Inactive Members within and outside their organization

  • View Contact/Demographic Information of a Member

  • View Activity History of a Member

  • View the last 4 of a member's SSN and their DOB/Age

  • View Employment History

  • View Member’s Program/Wage Rate History

  • View a member's Active/Completed Classes and Certification

  • View/Download a member's Invoices/Payments/Transactions history

  • View Trades/Skills for a Member

  • View Documents and Notes of a Members Profile

  • Add/View Employers

  • Add Employer Contacts 

  • Download Monthly Reports

• Training:

  • View Training Centers

  • View Position History of Training Centers

  • Search for all Active/Inactive Apprentices within and outside their Organization

  • View Programs

  • View Wage Rates & Wage Rate Levels

  • View Students in a Program

  • View Active & Past Classes/Modules

• Run Transcript Report

• Run Certifications Report

• Accounting:

  • View Generated Invoices

  • View Billing Types

  • View Billing Templates

  • Process Arrears Listing

  • Download Cash Receipts Journal

  • Process/Delete Payment File Uploads

• Organizing:

  • Add/Edit Campaigns

  • Add/Edit Prospects

  • Add/Edit Project Reports

• Communications:

  • Create & View Distribution Lists

  • Send Adhoc Emails, Text Messages, and Letters

  • Send Group Emails, Text Messages, Letters, and Surveys

  • Create E-mail templates

  • Create Letter Templates

  • Create wall posts (Announcements/Calls to Action) 

  • Process Mailing Label Report

Unite Super Administrator - District Council 

This position should be assigned only to staff that will set the configurations of the Organizations within UNITE.

A Unite Administrator - District Council will have exclusive access to:

• Update Organization Configuration 

• Add/Edit Positions 

• Add/Edit Custom Fields

• Manually Reset Passwords

• Change Usernames

Director of Servicing

This position should be assigned only to the District Council DOS

A Director of Servicing is able to:

• Membership:

  • Search for all Active/Inactive Members within and outside their organization

  • Add a Non-Member

  • Edit Contact/Demographic Information of a Member

  • View Activity History of a Member

  • View the last 4 of a member's SSN and their DOB/Age

  • Add/Edit Employment History to a Member

  • View a member's Active/Completed Classes and Certification

  • View a Member’s Program/Wage Rate History

  • View/Download a member's Invoices/Payments/Transactions history

  • Add/Edit Trades/Skills for a Member

  • Add Documents and Notes to a Members Profile

  • Invite Users to Register with UNITE

  • Send Password Reset to Member’s

  • Upload Profile Photo for Member

  • View Position History for Organizations

  • Add/Edit Employers

  • Add Employer Contacts 

  • Add/Edit Events & Event Instances

  • Download Monthly Reports

• Communications:

  • Create & View Distribution Lists

  • Send Adhoc Emails, Text Messages, and Letters

  • Send Group Emails, Text Messages, Letters, and Surveys

  • Create E-mail templates

  • Create Letter Templates

  • Process Mailing Label Report

• Organizing:

  • Add/Edit Campaigns

  • Add/Edit Prospects

  • Add/Edit Project Reports

• Accounting:

  • View Generated Invoices

  • View Billing Types

  • View Billing Templates

  • Process Arrears Listing

  • Download Cash Receipts Journal

  • Process/Delete Payment File Uploads

Director of Training

This position should be assigned only to the District Council DOT

A Director of Training is able to:

• Membership:

  • Add Non-Members

  • Search for all Active/Inactive Members within and outside their organization

  • View Contact/Demographic Information of a Member

  • View Activity History of a Member

  • View the last 4 of a member's SSN and their DOB/Age

  • View Employment History

  • View Member’s Program/Wage Rate History

  • View a member's Active/Completed Classes and Certification

  • View/Download a member's Invoices/Payments/Transactions history

  • View Trades/Skills for a Member

  • View Documents and Notes of a Members Profile

  • Download individual Transcripts

  • View Position History for Organizations

  • Add/Edit Employers

  • Add Employer Contacts 

  • View Events & Event Instances

  • Download Monthly Reports

• Communications:

  • Create & View Distribution Lists

  • Send Adhoc Emails, Text Messages, and Letters

  • Send Group Emails, Text Messages, Letters, and Surveys

  • Create E-mail templates

  • Create Letter Templates

  • Process Mailing Label Report

• Training:

  • Add/Edit Training Centers

  • Add/Edit Position History of Training Centers

  • Search for all Active/Inactive Apprentices within and outside their organization

  • Add Students

  • View Contact/Demographic Information of a Member

  • View Membership Information 

  • View the last 4 of an apprentice’s SSN and their DOB/Age

  • Edit Student Information

  • Add/Edit Program

  • Add/Edit Wage Rates

  • Enter in OJL Hours

  • Add/View an Apprentice’s Active/Completed Classes and Certifications

  • Add/Edit Employment History

  • Add/Edit Trades/Skills

  • Add/Edit Documents and Notes

  • Invite Users to Register with UNITE

  • Send Password Reset to Member’s

  • Upload Profile Photo for Member

  • Add/Edit Programs

  • Add Students to a Program

  • Create Student Groups

  • Add/Edit Classes/Modules

  • Add Students/Staff to a Class/Module

  • Create Module Templates

  • Enter Bulk OJL Hours 

  • Run Transcript Report

  • Run Certifications Report

Director of Organizing

This position should be assigned only to the District Council DOO

A Director of Servicing is able to:

• Membership:

  • Search for all Active/Inactive Members within and outside their organization

  • Add Non-Members

  • Edit Contact/Demographic Information of a Member

  • View Activity History of a Member

  • View the last 4 of a member's SSN and their DOB/Age

  • Add/Edit Employment History

  • View a member's Active/Completed Classes and Certification

  • View a Member’s Program/Wage Rate History

  • View/Download a member's Invoices/Payments/Transactions history

  • Add/Edit Trades/Skills

  • Add/Edit Documents and Notes

  • Invite Users to Register with UNITE

  • Send Password Reset to Member’s

  • Upload Profile Photo for Member

  • View Position History for Organizations

  • Add/Edit Employers

  • Add Employer Contacts 

  • Add Events & Event Instances

  • Download Monthly Reports

• Communications:

  • Add/Edit Distribution Lists

  • Send Adhoc Emails, Text Messages, and Letters

  • Send Group Emails, Text Messages, Letters, and Surveys

  • Create E-mail templates

  • Create Letter Templates

  • Process Mailing Label Report

• Organizing:

  • Add/Edit Campaigns

  • Add/Edit Prospects

  • Add/Edit Project Reports

Communications Director

This position should be assigned only to the District Council Communications Director

A Director of Communications is able to:

• Membership: 

  • Search for all Active/Inactive Members within and outside their organization

  • Add Non-Members

  • Edit Contact/Demographic Information of a Member

  • View Activity History of a Member

  • View the last 4 of a member's SSN and their DOB/Age

  • View Trades/Skills

  • View Documents and Notes

• View Position History for Organizations

• View Employers

• View Employer Contacts

• Add/Edit Events & Event Instances

• Communications:

  • Add/Edit Distribution List

  • Send Group Emails, Text Messages, Letters, and Surveys

  • Send Adhoc Letters

  • Create E-mail templates

  • Create Letter Templates

  • Process Mailing Label Report

  • Create wall posts (Announcements/Calls to Action)

Business Representative 

This position should be assigned only to the District Council Business Representatives

A business representative is able to:

• Membership:

  • Add a Non-Member’s and Pre-Applicant’s

  • Search for all Active/Inactive Members within and outside their Organization

  • Edit Contact/Demographic Information of a Member

  • View Activity History of a Member

  • View the last 4 of a member's SSN and their DOB/Age

  • Add/Edit Employment History to a Member

  • View a member's Active/Completed Classes and Certification

  • View a Member’s Program/Wage Rate History

  • View a member's Invoices/Payments/Transactions history

  • Add/Edit Trades/Skills for a Member

  • Add Documents and Notes to a Members Profile

  • Invite Users to Register with UNITE

  • Send Password Reset to Member’s

  • View Organization Position History 

  • Add/Edit Employers

  • Add Employer Contacts

  • Add/Edit Events & Event Instances

  • Download individual Transcripts

  • Upload Profile Photo for Member

  • Download Monthly Reports

  • Conver Non-Members & Inactive Member’s to Pre-Applicant’s

• Training

  • Run Transcript Report

• Organize

  • Add/Edit Campaigns

  • Add/Edit Prospects

  • Add/Edit Project Reports

  • Convert Prospects to Pre-Applicants

• Communications

  • Create wall posts (Announcements/Calls to Action) 

  • Send Adhoc Emails, Text Messages, and Letters

  • Send Group Emails, Text Messages, Letters, and Surveys

  • Create E-Mail Templates

  • Create & View Distribution Lists

  • Process Mailing Label Report

Organizer Representative

This position should be assigned only to the District Council Organizers

An Organizer is able to:

• Membership: 

  • Add a Non-Member

  • Search for all Active/Inactive Members within and outside their Organization

  • Edit Contact/Demographic Information of a Member

  • View Activity History of a Member

  • View the last 4 of a member's SSN and their DOB/Age

  • Add/Edit Employment History to a Member

  • View a member's Active/Completed Classes and Certification

  • View a Member’s Program/Wage Rate History

  • View a member's Invoices/Payments/Transactions history

  • Add/Edit Trades/Skills for a Member

  • Add Documents and Notes to a Members Profile

  • Invite Users to Register with UNITE

  • Send Password Reset to Member’s

  • View Organization Position History 

  • Add/Edit Employers

  • Add Employer Contacts

  • Add/Edit Events & Event Instances

  • Download individual Transcripts

  • Upload Profile Photo for Member

  • Download Monthly Reports

• Organizing:

  • Add/Edit Campaigns

  • Add/Edit Prospects

  • Add/Edit Project Reports

• Communications:

  • Send Adhoc Emails, Text Messages, and Letters

  • Send Group Emails, Text Messages, Letters, and Surveys

  • Create E-Mail Templates

  • Create & View Distribution Lists

  • Process Mailing Label Report

Administrative Support - Membership/Dues 

This position should be assigned only to the District Council Administrative Staff that will be responsible for processing Membership Activity and Dues Payments within Local Unions.

A Membership Dues Administrator is able to:

• Membership:

  • Add a Member’s, Non-Member’s and Pre-Applicant’s

  • Search for all Active/Inactive Members within and outside their Organization

  • Edit Contact/Demographic Information of a Member

  • Process New Activities for a Member

  • Add Docs/Notes to Activities 

  • Edit and View a Member’s full SSN and DOB/Age 

  • Add/Edit Employment History to a Member

  • View Member’s Program/Wage Rate History

  • View a member's Active/Completed Classes and Certification

  • Record Window Payments

  • Make Invoice/Payment Adjustments

  • View a member's Invoices/Payments/Transactions history

  • Add/Edit Trades/Skills for a Member

  • Add Documents and Notes to a Members Profile

  • Invite Users to Register with UNITE

  • Send Password Reset to Member’s

  • Upload Profile Photo for Member

  • Add & Edit Positions in your Organizations

  • Add Employers

  • Add Employer Positions

  • Add/Edit Events & Event Instances

  • Download individual Transcripts

  • Download Monthly Reports

  • Convert Non-Member and Inactive Member to Pre-Applicant

• Accounting: 

  • Process new invoices

  • Process Filet Upload Payments

  • Print/Send Invoices to Members via Print or E-mail

  • Edit Contact Information on Invoice and Receipt

  • View Billing Types

  • View Billing Templates

  • Add Billing Adjustments

  • Process Arrears Listing

  • Generate Receipt Report

  • Download Cash Receipts Journal

• Communications

  • Create wall posts (Announcements/Calls to Action) 

  • Send Ad hoc Emails, Text Messages, and Letters

  • Send Group Emails, Text Messages, Letters, and Surveys

  • Create E-Mail Templates

  • Create & View Distribution Lists

  • Process Mailing Label Report

Administrative Support 

This position should be assigned only to the District Council Administrative Staff that will be responsible for processing Membership Activity within Local Unions.

An Administrator is able to:

• Membership:

  • Add a Member & Non-Member

  • Search for all Active/Inactive Members within and outside their Organization

  • Edit Contact/Demographic Information of a Member

  • Process New Activities for a Member

  • Add Docs/Notes to Activities 

  • Edit and View a Member’s full SSN and DOB/Age 

  • Add/Edit Employment History to a Member

  • View Member’s Program/Wage Rate History

  • View a member's Active/Completed Classes and Certification

  • View a member's Invoices/Payments/Transactions history

  • Add/Edit Trades/Skills for a Member

  • Send and view Communications (Letters, E-mails, Text Messages & Surveys)

  • Add Documents and Notes to a Member’s Profile

  • Invite Users to Register with UNITE

  • Send Password Reset to Member’s

  • Upload Profile Photo for Member

  • Add & Edit Positions in your Organizations

  • Add/Edit Employers

  • Add Employer Contacts 

  • Add/Edit Events & Event Instances

  • Download individual Transcripts

  • Download Monthly Reports

• Training

  • Run Transcript Report

• Communications:

  • Create wall posts (Announcements/Calls to Action) 

  • Send Ad hoc Emails, Text Messages, and Letters

  • Send Group Emails, Text Messages, Letters, and Surveys

  • Create E-Mail Templates

  • Create & View Distribution Lists

  • Process Mailing Label Report

Administrator Support FTI (Level 1 & 2)

These positions should be assigned only to the FTI Administrative Staff that will be responsible for maintaining the Training Records of the Students  There are two levels of this position, level one does the day-to-day processing, and level two does the configuration of the program.

An FTI Administrator can:

Note: Items marked with L2 are exclusive to the FTI- Level 2 Position 

• Membership:

  • Add a Member & Non-Member

  • Search for all Active/Inactive Members within and outside their Organization

  • Edit Contact/Demographic Information of a Member

  • Process New Activities for a Member 

  • Edit and View a Member’s full SSN and DOB/Age 

  • Add/Edit Employment History to a Member

  • View Member’s Program/Wage Rate History

  • View a member's Active/Completed Classes and Certification

  • View a member's Invoices/Payments/Transactions history

  • Add/Edit Trades/Skills for a Member

  • Add Documents and Notes to a Members Profile

  • Invite Users to Register with UNITE

  • Send Password Reset to Member’s

  • Upload Profile Photo for Member

  • Add & Edit Positions in your Organizations

  • Add Employers

  • Add Employer Positions

  • Add/Edit Events & Event Instances

  • Download individual Transcripts

  • Download Monthly Reports

• Training

  • Add/Edit Training Centers

  • Add/Edit Position History of Training Centers

  • Search for all Active/Inactive Apprentices within and outside their organization

  • Add Students

  • Edit Contact/Demographic Information of a Member

  • View Membership Information 

  • View the last 4 of an apprentice’s SSN and their DOB/Age

  • Edit Student Information

  • Add/Edit Program

  • Add/Edit Wage Rates

  • Enter in OJL Hours

  • View an Apprentice’s Active/Completed Classes and Certifications

  • Add/Edit an Apprentice’s Active/Completed Classes and Certifications(L2)

  • Add/Edit Employment History

  • Add/Edit Trades/Skills

  • Add/Edit Documents and Notes

  • Invite Users to Register with UNITE

  • Send Password Reset to Member’s

  • Upload Profile Photo for Member

  • View Program Information 

  • Add/Edit Program Information (L2)

  • View Wage Rate & Wage Levels 

  • Add/Edit Wage Rate & Wage Levels (L2)

  • Add Students to a Program

  • Create Student Groups

  • Create Module Templates

  • Add/Edit Classes/Modules

  • Add Students/Staff to a Class/Module

  • View Module Templates 

  • Add/Edit Module Templates (L2)

  • Enter Bulk Time for Apprentice’s (L2)

  • Run Transcript Report

  • Run Certifications Report

  • Add/Edit Distribution Lists

• Communications:

  • Create wall posts (Announcements/Calls to Action) 

  • Send Adhoc Emails, Text Messages, and Letters

  • Send Group Emails, Text Messages, Letters, and Surveys

  • Create E-Mail Templates

  • Add/Edit Distribution Lists

  • Process Mailing Label Report

Education Coordinator

This position should be assigned only to the FTI Education Coordinator.

An Education Coordinator is able to:

• Membership:

  • Add Non-Member

  • Search for all Active/Inactive Members within and outside their Organization

  • View Contact/Demographic Information of a Member

  • View a Member’s last 4 of their SSN and DOB/Age 

  • View Employment History 

  • View Member’s Program/Wage Rate History

  • View a member's Active/Completed Classes and Certification

  • View a member's Invoices/Payments/Transactions history

  • View Trades/Skills

  • View Documents and Notes

  • View Position History in your Organizations

  • Add/Edit Employers

  • Add Employer Contacts 

  • View Events & Event Instances

  • Download individual Transcripts

  • Download Monthly Reports

• Training

  • Add/Edit Training Centers

  • Add/Edit Position History of Training Centers

  • Search for all Active/Inactive Apprentices within and outside their organization

  • Add Students

  • Edit Contact/Demographic Information of a Member

  • View Membership Information 

  • View an apprentice’s SSN and DOB/Age

  • Edit Student Information

  • Add/Edit Program

  • Add/Edit Wage Rates

  • Enter in OJL Hours

  • Add/Edit an Apprentice’s Active/Completed Classes and Certifications

  • Add/Edit Employment History

  • Add/Edit Trades/Skills

  • Add/Edit Documents and Notes

  • Invite Users to Register with UNITE

  • Send Password Reset to Member’s

  • Upload Profile Photo for Member

  • Add/Edit Program Information 

  • Add/Edit Wage Rate Levels 

  • Add Students to a Program

  • Create Student Groups

  • Create Module Templates

  • Add/Edit Classes/Modules

  • Add Students/Staff to a Class/Module

  • Add/Edit Module Templates

  • Enter Bulk Time

  • Run Transcript Report

  • Run Certifications Report

• Communications:

  • Add/Edit Distribution Lists

  • Create wall posts (Announcements/Calls to Action) 

  • Send Adhoc Emails, Text Messages, and Letters

  • Send Group Emails, Text Messages, Letters, and Surveys

  • Create E-Mail Templates

  • Process Mailing Label Report

Instructor (Full-time)

This position should be assigned to the Full Time FTI Instructors

A Full-Time Instructor is able to:

• Membership:

  • Add Non-Member

  • Search for all Active/Inactive Members within and outside their Organization

  • View Contact/Demographic Information of a Member

  • View a Member’s last 4 of their SSN and DOB/Age 

  • View Employment History 

  • View Member’s Program/Wage Rate History

  • View a member's Active/Completed Classes and Certification

  • View a member's Invoices/Payments/Transactions history

  • View Trades/Skills

  • View Documents and Notes

  • View Position History in your Organizations

  • View Employers

  • Add Employer Contacts 

  • View Events & Event Instances

  • Download individual Transcripts

  • Download Monthly Reports

• Training:

  • View Training Centers

  • View Position History of Training Centers

  • Search for all Active/Inactive Apprentices within and outside their organization

  • Add Students

  • View Contact/Demographic Information of a Member

  • View Membership Information 

  • View Student Information

  • View Program Information

  • Add/Edit Wage Rates

  • View OJL History 

  • View an Apprentice’s Active/Completed Classes and Certifications

  • Add/Edit Employment History

  • View Trades/Skills

  • Add/Edit Documents and Notes

  • View Program Information

  • View Wage Rates/ Wage Rate Levels 

  • Add Students to a Program

  • Create Student Groups

  • Add/Edit Classes/Modules

  • Add Students/Staff to a Class/Module

  • Add/Edit Module Templates

  • Run Transcript Report

  • Run Certifications Report

• Communications:

  • Add/Edit Distribution Lists

  • Send Adhoc Emails, Text Messages, and Letters

  • Send Group Emails, Text Messages, Letters, and Surveys

  • Create E-Mail Templates

  • Process Mailing Label Report

Instructor (Part-time)

This position should be assigned FTI Part-Time Instructors

A Part-Time Instructor is able to:

• Training:

  • View Training Centers

  • View Position History of Training Centers

  • Search for all Active/Inactive Apprentices within and outside their organization

  • Add Students

  • View Contact/Demographic Information of a Member

  • View Membership Information 

  • View Student Information

  • View Program Information

  • Add/Edit Wage Rates

  • View OJL History 

  • View an Apprentice’s Active/Completed Classes and Certifications

  • Add/Edit Employment History

  • View Trades/Skills

  • Add/Edit Documents and Notes

  • View Wage Rates/ Wage Rate Levels 

  • Add Students to a Program

  • Create Student Groups

  • Add/Edit Classes/Modules

  • Add Students/Staff to a Class/Module

  • Run Transcript Report

  • Run Certifications Report

• Communications:

  • Add/Edit Distribution Lists

  • Send Adhoc Emails, Text Messages, and Letters

  • Send Group Emails, Text Messages, Letters, and Surveys

  • Create E-Mail Templates

  • Process Mailing Label Report

President

This position should be assigned to the President of the DC or LU

A President has access to: 

• Membership:

  • Search for all Active/Inactive Members within and outside their Organization

  • View Contact/Demographic Information of a Member

  • View Membership and Activity History 

  • View Docs/Notes on Activities 

  • View the last 4 of SSN and DOB

  • View Employment History of a Member

  • View a Member’sActive/Completed Classes and Certification

  • View Member’s Program/Wage Rate History

  • View a Member’s Invoices/Payments/Transactions history

  • View Trades/Skills for a Member

  • View Communication History (Letters, E-mails, Text Messages & Surveys)

  • View Documents and Notes History 

  • Upload Profile Photo for Member

  • View Positions in Organization

  • View Employers within the Organization 

  • View Employer Contacts 

  • View Events & Event Instances

  • Download Monthly Reports

• Communications: 

  • Create & View Distribution Lists

  • View the Organization’s Communication History

  • View the Organization’s Letter History

  • Process Mailing Label Report

Vice President

This position should be assigned to the Vice President of the DC or LU

A Vice President has access to:

• Membership:

  • Add Non-Member

  • Search for all Active/Inactive Members within and outside their Organization

  • View Contact/Demographic Information of a Member

  • View Membership and Activity History 

  • View Docs/Notes on Activities 

  • View the last 4 of SSN and DOB

  • View Employment History of a Member

  • View a Member’sActive/Completed Classes and Certification

  • View Member’s Program/Wage Rate History

  • View a Member’s Invoices/Payments/Transactions history

  • View Trades/Skills for a Member

  • View Communication History (Letters, E-mails, Text Messages & Surveys)

  • View Documents and Notes History 

  • Upload Profile Photo for Member

  • View Positions in Organization

  • View Employers within the Organization 

  • View Employer Contacts 

  • View Events & Event Instances

  • Download Monthly Reports

• Communications: 

  • Create & View Distribution Lists

  • View the Organization’s Communication History

  • View the Organization’s Letter History

  • Process Mailing Label Report

Financial Secretary 

This position should be assigned to Financial Secretaries of the LU

Financial Secretaries of Locals not using Central Collections should also be given the role of Administrative Support - Membership/Dues to process Membership and Dues within UNITE.

A Financial Secretary has access to:

• Membership:

  • Search for all Active/Inactive Members within and outside their Organization

  • View Contact/Demographic Information of a Member

  • View Membership and Activity History 

  • View Docs/Notes on Activities 

  • View Employment History of a Member

  • View a Member’sActive/Completed Classes and Certification

  • View Member’s Program/Wage Rate History

  • View and download a Member’s Invoices/Payments/Transactions history

  • View Trades/Skills for a Member

  • View Communication History (Letters, E-mails, Text Messages & Surveys)

  • View Documents and Notes History 

  • Upload Profile Photo for Member

• Accounting: 

  • View Invoice History

  • View Billing Templates

  • Run and Export Cash Receipts Journal

  • View and Export Balance Report

  • Process invoice adjustment 

Delegate

This position should be assigned to Delegates of the DC or LU

A Delegate has access to:

• Only View their Account Information in My Account

Benefits Administrator

This position should be assigned to the Benefits Administrator of the DC or LU

A Benefits Administrator has access to:

• Membership:

  • Search for all Active/Inactive Members within and outside their Organization

  • View Contact/Demographic Information of a Member

  • View Membership and Activity History 

  • View Docs/Notes on Activities 

  • View the last 4 of SSN and DOB

  • View Employment History of a Member

  • View a Member’sActive/Completed Classes and Certification

  • View Member’s Program/Wage Rate History

  • View a Member’s Invoices/Payments/Transactions history

  • View Trades/Skills for a Member

  • View Communication History (Letters, E-mails, Text Messages & Surveys)

  • View Documents and Notes History 

  • Upload Profile Photo for Member

  • View Positions in Organization

  • View Employers within the Organization 

  • View Employer Contacts 

  • View Events & Event Instances

  • Download Monthly Reports

• Communications: 

  • Create & View Distribution Lists

  • View the Organization’s Communication History

  • View the Organization’s Letter History

  • Process Mailing Label Report

Trustee

This position should be assigned to Trustees of the DC or LU

A Trustee has access to:

• Membership:

  • Search for all Active/Inactive Members within and outside their Organization

  • View Contact/Demographic Information of a Member

  • View Membership and Activity History 

  • View Docs/Notes on Activities 

  • View Employment History of a Member

  • View a Member’s Active/Completed Classes and Certification History

  • View Member’s Program/Wage Rate History

  • View and download a Member’s Invoices/Payments/Transactions history

  • View Trades/Skills for a Member

  • View Communication History (Letters, E-mails, Text Messages & Surveys)

  • View Documents and Notes History 

  • Upload Profile Photo for Member

• Accounting: 

  • View Invoice History

  • View Billing Templates

  • Run and Export Cash Receipts Journal

  • View and Export Balance Report

Recording Secretary

This position should be assigned to the Recording Secretary of the LU

A Recording Secretary has access to:

• Membership:

  • Search for all Active/Inactive Members within and outside their Organization

  • View Contact/Demographic Information of a Member

  • View Membership and Activity History 

  • View Docs/Notes on Activities 

  • View the last 4 of SSN and DOB

  • View Employment History of a Member

  • View a Member’sActive/Completed Classes and Certification

  • View Member’s Program/Wage Rate History

  • View a Member’s Invoices/Payments/Transactions history

  • View Trades/Skills for a Member

  • View Communication History (Letters, E-mails, Text Messages & Surveys)

  • View Documents and Notes History 

  • Upload Profile Photo for Member

  • View Positions in the Organization

  • View Employers within the Organization 

  • View Employer Contacts 

  • View Events & Event Instances

  • Download Monthly Reports

• Communications: 

  • Create & View Distribution Lists

  • View the Organization’s Communication History

  • View the Organization’s Letter History

  • Process Mailing Label Report

Treasurer

This position should be assigned to the Treasurer of the LU

A Treasurer has access to:

• Membership:

  • Add Non-Member

  • Search for all Active/Inactive Members within and outside their Organization

  • View Contact/Demographic Information of a Member

  • View Membership and Activity History 

  • View Docs/Notes on Activities 

  • View the last 4 of SSN and DOB

  • View Employment History of a Member

  • View a Member’sActive/Completed Classes and Certification

  • View Member’s Program/Wage Rate History

  • View a Member’s Invoices/Payments/Transactions history

  • View Trades/Skills for a Member

  • View Communication History (Letters, E-mails, Text Messages & Surveys)

  • View Documents and Notes History 

  • Upload Profile Photo for Member

  • View Positions in the Organization

  • View Employers within the Organization 

  • View Employer Contacts 

  • View Events & Event Instances

  • Download Monthly Reports

• Communications: 

  • Create & View Distribution Lists

  • View the Organization’s Communication History

  • View the Organization’s Letter History

  • Process Mailing Label Report

• Accounting: 

  • View Invoice History

  • View Billing Types and Remove Custom Entered Billing Types

  • View Billing Templates

  • Process Arrears Listing 

  • Print and Email Invoices

  • Run and Export Cash Receipts Journal

  • Process invoice adjustment 

Warden

This position should be assigned to the Warden of the DC or LU

A Warden has access to:

• Membership:

  • Add Non-Member

  • Search for all Active/Inactive Members within and outside their Organization

  • View Contact/Demographic Information of a Member

  • View Membership and Activity History 

  • View Docs/Notes on Activities 

  • View the last 4 of SSN and DOB

  • View Employment History of a Member

  • View a Member’sActive/Completed Classes and Certification

  • View Member’s Program/Wage Rate History

  • View a Member’s Invoices/Payments/Transactions history

  • View Trades/Skills for a Member

  • View Communication History (Letters, E-mails, Text Messages & Surveys)

  • View Documents and Notes History 

  • Upload Profile Photo for Member

  • View Positions in Organization

  • View Employers within the Organization 

  • View Employer Contacts 

  • View Events & Event Instances

  • Download Monthly Reports

• Communications: 

  • Create & View Distribution Lists

  • View the Organization’s Communication History

  • View the Organization’s Letter History

  • Process Mailing Label Report

Communications Coordinator

This position should be assigned to the Communication Coordinator of the LU

A Communication Coordinator has access to:

• Membership:

  • Search for all Active/Inactive Members within and outside their Organization

  • Add Non-Members to Organization Roster

  • Edit Contact/Demographic Information of a Member

  • View Membership and Activity History 

  • View Docs/Notes on Activities 

  • View the last 4 of SSN and DOB

  • Add/Edit/View Employment History of a Member

  • View a Member’sActive/Completed Classes and Certification

  • View a Member’s Invoices/Payments/Transactions history

  • View Trades/Skills for a Member

  • View Communication History (Letters, E-mails, Text Messages & Surveys)

  • View Documents History

  • Add Notes and View History

  • Add Custom Fields

  • Upload Profile Photo for Member

  • View Positions in the Organization

  • View Employers within the Organization 

  • View Employer Contacts 

  • Add/Edit/View Events & Event Instances

• Communications: 

  • Create & View Distribution Lists

  • Process Mailing Label Report

  • Create wall posts (Announcements/Calls to Action) 

  • Send Adhoc Letters

  • Send Group Emails, Text Messages, Letters, and Surveys

  • Create E-Mail Templates

Bargaining Unit Chairperson

This position should be assigned to the Bargaining Unit Chairperson of the LU

A Bargaining Unit Chairperson has access to:

• Membership:

  • Search for all Active/Inactive Members within and outside their Organization

  • View Contact/Demographic Information of a Member

  • View Membership and Activity History 

  • View Docs/Notes on Activities 

  • View the last 4 of SSN and DOB

  • View Employment History of a Member

  • View a Member’sActive/Completed Classes and Certification

  • View Member’s Program/Wage Rate History

  • View a Member’s Invoices/Payments/Transactions history

  • View Trades/Skills for a Member

  • View Communication History (Letters, E-mails, Text Messages & Surveys)

  • View Documents and Notes History 

  • Upload Profile Photo for Member

  • View Positions in the Organization

  • View Employers within the Organization 

  • View Employer Contacts 

  • View Events & Event Instances

  • Download Monthly Reports

• Communications: 

  • Create & View Distribution Lists

  • View the Organization’s Communication History

  • View the Organization’s Letter History

  • Process Mailing Label Report