How to add a manager to a board

Who are managers?

Examples of managers include 

• Property or Association Managers

• General Manager

• CEO

• Executive Director 

• Executive Assistant

Managers do not vote and may not be directors or officers but they can be admins and recording secretaries. 

Managers can be part of an unlimited number of boards or committees. 

Who can add a manager?

Only Super Admins can add managers to boards or committees.

Adding managers is done from HQ.

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Add a Manager first then assign him/her to specific boards or committees.

Go to Managers  (icon on left-hand side. 

Click on Add New Manager and add information in popup. 

The new manager is automatically sent an email inviting them to set up their account.

Click on 

Click on the + in the table header row at the right-hand side of Managers.

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From the dropdown, select the board or committee. 

Pick a manager from the 2nd dropdown, click save. 

The manager now has access to that board or committee.

A  list of current managers and their board and committee assignments is listed.  

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Updated October 2023 (linked to Learn page)