Add & Manage Board Roster Members in Boards and Committees

This article will show you how to add, edit, and delete members of a board roster.

Important Note

A person must be added to the Boards and Committees module before they can be added to a board roster.

Add Members to a Board Roster

1. Sign in to your solution if you have not already

2. Navigate to User Menu, then select the Boards and Committees option:

3. Click the Boards tab:

4. Select the board you want to add members to:

5. Click the Roster tab:

6. Click the Add Member button next to a vacant position:

7. Fill in the Roster fields:

   • Search People: Search and select a person to add as a board or committee member

   • Position/Seat: Auto-generates position number based on vacancy selected

   • Term: Specify how many terms this member has

   • Note: Provide any additional notes

   • Appointed By: Choose who/which position (for example, Mayor) appointed this member

   • Role: Specify the role of the member

   • Status: Specify the status of the member

   • Appointment Date: Specify the date of appointment

   • Term Start/End Date: Specify the start date and end date of this term

   • Resignation Date: Specify the date of resignation (if applicable)

8. Click the Save button to add the member to the board roster:

9. Repeat Steps 6 through 8 to add additional members as necessary

Edit a Member of a Board Roster

1. Sign in to your solution if you have not already

2. Navigate to User Menu, then select the Boards and Committees option:

3. Click the Boards tab:

4. Select the board with the member you wish to edit:

5. Click the Roster tab:

6. Click the Actions menu next to the desired roster member, and then select the Edit Current Appointment option from the dropdown list:

   Note:

   You can select the Reappoint Member option to renew the same member in the same position for another term.

7. Edit the Roster fields as desired:

   • Search People: Search and select a person to add as a board or committee member

   • Position/Seat: Auto-generates position number based on vacancy selected

   • Term: Specify how many terms this member has

   • Note: Provide any additional notes

   • Appointed By: Choose who/what position (for example, Mayor) appointed this member

   • Role: Specify the role of the member

   • Status: Specify the status of the member

   • Appointment Date: Specify the date of appointment

   • Term Start/End Date: Specify the start date and end date of this term

   • Resignation Date: Specify the date of resignation (if applicable)

8. Click the Save button:

9. The board roster member has been edited

Delete a Member of a Board Roster

1. Sign in to your solution if you have not already

2. Navigate to User Menu, then select the Boards and Committees option:

3. Click the Boards tab:

4. Select the board with the member you wish to edit:

5. Click the Roster tab:

6. Click the Actions menu next to the desired roster member, and then select the Vacate Position/Delete this Record option from the dropdown list:

   Note:

   You can click Vacate Position/Save to Past Appointments to keep a record of this member's term.

7. Click the OK button in the pop-up box that appears to confirm that you want to vacate this position and delete this appointment record:

8. The member has been removed from the board roster