Adding or Updating Committee Members

Adding a Committee Member

To add a member to a committee access the members administration area of your company and select the Committees section from the left hand options as shown below.

Select the committee you wish to add a member too, then select the Members tab.

Press the Add Member button to add a new member, a dialog box will appear showing various fields that can be completed to add the new member.

Member

This field allows you to add a specific member, by entering the first few letters of their surname the system will search all members within your company and display a list of matches that can be selected.

Chairperson

This checkbox allows for the member to be set as the Chairperson for the committee.

Role

For any other roles within the committee they can be added manually in this section, for example Treasurer or Secretary

NOTE: Both the Chairperson and Role fields will be displayed as a badge against the member in the members area Committees list page.

Can Manage Committee & Meeting Documents in the Members Area

This allows for the member (if they are currently active in the committee, based on start and end dates) to manage documents from within the members area committee and meetings section of the respective committee.

Start Date

This field allows for the start date that the member joined the committee to be added.

End Date

If a member has left the committee or their role is for specific duration (such as 1 year) then the end date can be added here.

If the end date entered is in the past then the member is automatically set to inactive within the committee, this is useful for adding past members for historical records.

Re-election Date

If a role requires re-election then a date can be added in this field for that purpose.

Notes

Any notes regarding the members role within the committee may be added here.

NOTE: These notes are not displayed in the members area.

Once completed press the Submit button to save the new committee member.

The committee section will update with the new member, as shown below.

Updating Existing Committee Members

Updating a committee member is similar to the above, instead of using the Add member button press the Edit button against their name on the page.

This will open the Edit committee member form, which shows the details of the member in the committee, similar to the Add committee member form.

Please refer to the field descriptions in the Add Committee Member section above.

To reorder committee members please follow this guide.