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
Enter the member's first and last name
Note: To add a staff member, the staff member must have a member profile in HCR
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