How do I add new directors to the board? How do I remove directors?

Created by Pat Crosscombe, Modified on Thu, 31 Aug, 2023 at 2:24 PM by Pat Crosscombe

Adding new directors. 

1. Go to the board or committee where adding or removing a director is needed. 

2. Click on the drop-down menu at the top left-hand side of the screen (the purple square contains your initials or a headshot if it has been added to your profile).  

3. Click on "Manage Users" 

These are the instructions for adding one user at a time. To add multiple users go to this page. 

To enlarge any image, click on it.

To enlarge any image, click on it.    

4. Click on "Add new user" 

Enter first name, last name and email address.  

A user may be added without an email address.  It can be added later. 

To enlarge any image, click on it.

5. Click on Roles

Follow instructions as noted.

A user can have more than one role. More about roles 

Add a position title 

Set term (if desired.) 

Click Save

To enlarge any image, click on it.    

To add multiple users to the board at once, see these instructions

Removing directors 

Follow the same steps as listed above, except that a user's role(s) are unchecked. 

When all of a users roles are unchecked, he or she will no longer have access to that board or committee.  

When a director is removed from the board their records and activities remain. 

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