How to Add or Delete Board and Committees Members

How to Add or Delete Board and Committees Members

This article will show you how to set up your board of directors and other committees as well as how to remove a board member from their position.

Navigation: 
Login → Welcome → My Board Area → Manage the Board Members

Board/Committee Set-Up:  

Creating a New Group: 

  1. Click Manage Groups
  2. Click Add New Group
  3. Name the group
  4. Enter a Description for the group
  5. Check the desired boxes in the Authorization Roles for the group
  6. Click Save Settings

Creating a New Position:

  1. Click Manage Group Positions
  2. Click Add New Group Position
  3. Click the Belongs to Group drop down menu to select the appropriate group
  4. Enter the position Name
  5. Enter the position Description
  6. Set term length to the desired length or set to 0 for no length
  7. Check the desired boxes in the Authorization Roles for the position (if additional permissions are needed for the position)
  8. Click Save Settings

Assign a New Member to a Position:

  1. Click Manage Group Assignments
  2. Click Add New Group Member
  3. Click the Belongs to Group drop down menu to select the appropriate group
  4. Click the Position drop down menu to select the appropriate position
  5. Click in the Search for Member… box and begin typing to find the correct resident
  6. Edit the Display Name, if needed
  7. Click Save Settings 



Board/Committee Member Removal:

  1. Click Manage Group Assignments
  2. Click the Trash Can icon next to the board member you wish to remove
  3. Click OK on the pop-up notification
  4. Follow steps 1-7 in "Assign a New Member to a Position" to assign a new resident to the board position


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