Board Members
Restoring Archived Board Members
Last Updated: July 17, 20261. Click "Board Management" on the left side menu 2. Click "Board Members" on the sub-menu 3. Scroll down to find the "Archived Board Members" section 4. Click the "Restore" button on the right side 5. Click "OK" to confirm
Permanently Delete an Archived Board Member
Last Updated: July 17, 20261. Click "Board Management" on the left side menu 2. Click "Board Members" on the sub-menu 3. Scroll down to find the "Archived Board Members" section 4. Click "Delete Permanently" 5. Click "OK" to confirm
Deleting a Board Member
Last Updated: July 17, 20261. Click "Board Management" on the left-side menu 2. Click "Board Members" on the sub-menu 3. Click the "Remove" button for the board member 4. Click "OK" to confirm
Edit a Board Member
Last Updated: July 17, 20261. Click "Board Management" on the left side menu 2. Click "Board Members" on the sub-menu 3. This is the "Active Board Members" section 4. Locate the "Edit" button, located at the right of each board member 5. You will...
Managing Committees
Last Updated: July 17, 20261. Click "Board Management" on the left side menu 2. Click "Board Members" on the sub-menu 3. Click the "Manage Committees" button on the top right 4. Click the "+ Create Committee" button on the top right 5. Type the...
Adding Board Members in Bulk
Last Updated: July 17, 20261. Click "Board Management" on the left side menu 2. Click "Board Members Manage board members" 3. Click the "Bulk Upload" button on the top right corner 4. Click " Bulk Upload" 5. Click "Download Sample File" 6. Open the...
Adding Board Members
Last Updated: July 17, 20261. Click "Board Management" on the left side menu 2. Click "Board Members Manage board members" 3. Click the "Add Member" button on the top right corner 4. Choose a user from the dropdown menu 5. Slect a "Member" 6....
