Staff Tab

A staff member is defined as a member of your board of directors, a volunteer, or a staff member of your organization.

Add a staff member

To add a staff member, you must:

• Click on the Staff tab

• Click on +Add

Open

• Enter the member's first and last name

Open

• Select the desired member

• Click on Select this member

• If the desired member does not appear, click on Create a new staff member

• If desired, you can change the member's email address

• Select the member's role (required)

• If it is an elected role

  • You can indicate it by selecting Yes

  • You can indicate the expiration date of the member's mandate

• You can display the contact on your organization's registration page

  • Click on Visible on the website

  • If you wish to display the member's email address, click on Email visible on website

  • If you wish to display the member's phone number, click on Phone visible on website

• Once the information is completed, click on Add

Modify a staff member's information

To make changes in a staff member, you must:

• Click on the member to open the right-side panel

• Click on the blue pencil to make the desired changes

• You can make changes in the General Information tab

• The Members tab displays the member's profile information

Delete a staff member

To delete a person member, you must:

• Click on the member to open the right-side panel

• Click the Action button

• Click on Delete