Create a new member

Overview

This guide explains how to add different types of members to your committee. You can create members with various access levels and assign specific leadership roles as needed.

Member Types and Access Levels

• Admin Members - Full access to manage all committee functions and settings
• Normal Members - Standard access to participate in committee activities
• Email-Only Members - Receive notifications but cannot access committee materials
• No-Access Members - Listed as members but have no system access
• Leadership Roles - Normal members can also be assigned positions like President, Vice President, Treasurer, or Secretary

How to Add Members

Getting Started

1. Navigate to the members section of your committee
2. Look for the “Add Member” or “Create Member” button

Adding Basic Members

When creating a new member, you’ll select their access level:

• Choose Admin for members who need full management capabilities
• Choose Normal for standard participating members
• Choose Email-Only for members who only need to receive updates
• Choose No-Access for honorary or inactive members who should remain listed

Assigning Leadership Roles

For Normal members who will serve in leadership positions:

1. Create the member as a Normal member first
2. Select their specific role from the available options:
   • President - Committee leader and primary decision maker
   • Vice President - Secondary leader and President’s deputy
   • Treasurer - Financial oversight and budget management
   • Secretary - Meeting notes and administrative coordination

Confirming Your Changes

After creating each member, verify that their role appears correctly in the member list before moving on to add additional members.

Tips for Success

• Plan your committee structure before adding members to avoid confusion
• Consider starting with leadership roles first, then adding other members
• Double-check member access levels match their intended responsibilities
• Remember that member roles can be changed later if needed

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Page Details

Updated on June 09th, 2025

Note: Documentation Generated by AI, mistakes may be present.