Add a Name to a Department, Board, or Committee Webpage With No Email Address
Determine if a Profile Exists
Go to the department or board the person is to be added to
Click the Edit tab
Go to the Key Contacts - Key Contacts, Board Members, Staff Members tab
Type the last name of the person into the Board Members or Staff Contacts field where you would like to add the personNote: People may have entered the first name differently (Walter vs Wally), so the last name should match more easily.
Review the questions below to determine the appropriate next step based on the results from step 3
If the name of the person appears in the pop-up display box, they already have a profile. If they have a profile, select the name, then click Save and Close.
If a Profile Does Not Exist
If the name of the person does not have a profile, then you will need to create a PersonProfile for them. Follow these steps to create a new Person Profile:
Cancel out of the Edit mode you are currently in
In the left sidebar, click Create Content
Select Person Profile
Fill in the First and Last Name
Fill in the Phone Number
Click on the Department or Board Memberships tab on the left side
Select the Department or Board from the drop-down,
Enter the appropriate Job Title
Click the Active Membership under Membership status.
Click Save and Close
After saving the page, the person should show up in the staff or board table with an edit link next to their name. You can then edit that person to add or change information.
If you want this person to receive an email via the website or the contact form, then you will need a user account set up.
Account Setup
Contact your Site Admin to create an account. Once the account is created, follow these steps.
Go to the Department or Board page where the person is listed in the Staff or Board Table.
Click the Edit next to the name of the person
Note:
If not present, contact your site Admin for assistance.
Enter the User ID into the Username for receiving Email
Click Save and Close
Remove a Person From a Staff or Board Table
Go to the Department or Board page where the person is listed in the Staff or Board Table
Click the Edit next to the name of the person
Note:
If not present, contact your site Admin for assistance.
Click the remove button in the section associated with the role.
Click Save and Close