Add or remove a role

Overview

Committee roles describe the positions your members hold — President, Treasurer, Secretary and so on. Process PA comes with the common ones, and you can add or remove roles so the list matches your organisation, including executives who aren’t directors.

Add a role

1. Open Settings and go to Edit Roles.
2. Add a new role and give it a name.
3. Save. The role is now available to assign to members.

Remove a role

1. Open Settings and go to Edit Roles.
2. Remove the role you no longer need.
3. Save.

Assigning a role to a member

Once a role exists, set it against a member from the Members register — a member has both a role and an access level.

Related

• Access levels and roles

Page Details

Updated on July 16th, 2026