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How to Manage the Board Members List
How to Manage the Board Members List
Updated over 7 months ago

How to Add a New Board Member to the Board of Directors List

  1. Click Org Tools > Board of Directors List from the left navigation menu.

  2. Click + Add New.

  3. Select the "Member", and enter the "Contact Type".

    • The contact type is the board member's title.

  4. Click Save Changes.

How to Delete a Board Member from the Board of Directors List

  1. Click Org Tools > Board of Directors List from the left navigation menu.

  2. Select the Board Member you would like to delete.

  3. From the upper right-hand corner, click Delete.

  4. Click OK to confirm the deletion.

How to Sort the Board of Directors List

  1. Click Org Tools > Board of Directors List from the left navigation menu.

  2. Click Sort.

  3. Select the board member you want to move up or down the list.

  4. Click Up/Down to move the member.

  5. Click Save Changes.

How to Edit a Board Member's Contact Type

  1. Click Org Tools > Board of Directors List from the left navigation menu.

  2. Find the board member you'd like to edit.

  3. Click on their name.

  4. Edit the "Contact Type" as desired.

  5. Click Save Changes.

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