Managing Committees

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Creating/Adding a Committee
Adding a committee to an organization:
1.Log in as an admin user for the organization.
2.Click the + button in the bottom right of the application, and select + Committee
3.Fill out the committee's information
4.Choose a Person  from the drop down list to add as a Committee Member.
5.Click Add committee member as needed to add more members.
6.Click Save to create the committee.
Adding a member to a Committee
1.Log in as an admin user for the organization.
2.Navigate to the committee page and click Edit Members.
3.Choose a Person  from the drop down list to add as a Committee Member.
Updating a Committee
Updating a committee in an organization.
1.Log in as an admin user for the organization.
2.Navigate to the committee page and click Edit .
3.Update the committee as needed.
4.Click Save to complete the update.
Deleting/Archiving a Committee
Deleting a committee from an organization will remove all of the members from the committee, and all reference throughout BoardSpot.
1.Log in as an admin user for the organization.
2.Navigate to the committee page and click Edit.
3.Click the Archive Committee button at the bottom of the page.
4.Click Ok in the prompt to archive the committee.

Last modified 3yr ago