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Roster Management

Here you can manage current members, invite new members to join your organization, assign membership classifications or officer positions, and grant administrative access to the features of your site. Only officers with all access or full access to the Roster can manage the organization membership and officer positions.

 

Accessing Organization Roster

  1. Select the Roster tab from the pop-out menu next to organization name in the top left corner.
  2. The complete roster for your organization is now displayed.

 

Inviting New Members

  1. Click on Invite People in the top right corner.
  2. Enter the email addresses of the individuals you wish to send invitations for membership.
  3. Select a designation from the Invite as dropdown if you would like to assign a specific position or officer designation to the person you are inviting. Leave the designation as “member” if the person does not need to be assigned a position.
    1. **If the position you want to use has not yet been created, you can always add a designation after the user has accepted your invitation to the group**
  4. Click Send Invitations when all people have been added to the list.

Approving New Membership Requests

In addition to being invited to join your organization, prospective new members can request to join by clicking the Join Organization button on your organization’s home page. These members must be approved by organization officers before they are added to the organization’s roster.

  1. From the organization’s pop-out menu, select the Roster tab on the left.
  2. Select the tab labeled Prospective in the middle of the page.**Pending members are those your organization has invited to join. Prospective members are those who have found the organization and indicated they would like to join.**
  3. Review the users who are awaiting membership approval.
  4. Click Approve or Deny next to each user.
  5. Confirm each action.

Assigning Positions to Officers or Members

  1. From the organization’s Roster, locate the member you would like to assign an officer position.
  2. Click Edit Positions to the right of the member’s name (pencil icon).
  3. Select the appropriate position from the list of positions available.
    1. **If the appropriate position does not already exist, see below for instructions on creating new positions**
  4. Click the Save button.
  5. The roster page will reload with the position now assigned to the member will be displayed.

Creating New Positions Specific to Your Organization

  1. From the Roster page, click the Manage Positions link.
  2. A list of all the current positions available for your organization will be listed. Some of these can be organization created, while others may be system-wide positions.
  3. Click the + Position button at the top of the page.
  4. Identify the name of the position.
  5. Select the position type:
    1. Officer – Will be displayed at the top of your membership roster.
    2. Member – Will be displayed in the general roster listing.
  6. Set the following options as appropriate:
    1. Show holders of this position on the organization’s roster: Check this box if you would like this position designation to be visible to users.
    2. Is Active: The position is available for a user to hold. If this is not checked, the position will only be available as a past position.
  7. Set Management Access:
    1. No Access allows no administrative access but the user will still be able to see any content designated for organization members.
    2. All Access allows administrative access to all features of the organization’s site. Only users with All Access can edit the roster.
      1. If some of your officers do not want to receive membership requests for the organization, you should change them to Limited Access and give them only “View” access to the roster.
    3. Limited Access allows you to select each feature of the organization’s site that the position should not have access, have full access, or only be able to view.
  8. 8. Click Create.

Changing Administrative Access for Existing Positions

  1. From the Roster page, click the Manage Positions link.
  2. Click the name of the position you would like to edit.
  3. Select the position type
    1. Officer – Will be displayed at the top of your membership roster.
    2. Member – Will be displayed in the general roster listing.
  4. Set the following options as appropriate:
    1. Show holders of this position on the organization’s roster: Check this box if you would like this position designation to be visible to users.
  5. Set Management Access:
    1. No Access allows no administrative access, but the user will still be able to see any content designated for organization members.
    2. All Access allows administrative access to all features of the organization’s site. Only users with All Access can edit the roster. If some of your officers do not want to receive membership requests for the organization, you should change them to Limited Access and give them only “View” access to the roster.
    3. Limited Access allows you to select each feature of the organization’s site that the position should not have access, have full access, or only be able to view.
  6. Finally, click Create.

Removing Members from the Organization Roster

  1. From the pop-out menu, click Roster to be brought to the Manage Roster page.
  2. Locate the member you would like to remove.
  3. Check the box on the far left of the member’s name.
  4. Click End Membership at the top of the screen.
  5. Confirm deletion.