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.

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

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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

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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 the 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

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Resources

• Add & Manage Boards in Boards and Committees

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