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 

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