You are able to add Officers and assign specific positions to members per term. Before following the steps below, ensure that you have all the officer positions defined.

Assigning Officers

1. Click Settings or the Gear icon on the left menu.

2. Click Manage Officers in the Membership Management section.

3. The Officers page displays. You can add, edit and remove officers through this page. You could also search and export officers if needed.

Add an Officer

1. Click the Add button near the right.

2. Fill in the fields displayed to add a person as a officer.

   • Position - Select the position for the officer.

   • Member - Enter the person’s name or email address, then select the person.

   • From - When the officer's position starts.

   • To - When the officer's position ends.

3. Click Save once done.

Edit an Officer

1. Click the down arrow on the same row as the officer you would like to edit.

2. Click Edit from the drop down options.

3. You will see four fields:

   • Position - The position the officer holds.

   • Member Name - Enter the person’s name or email address, then select the person.

   • From - When the officer's position starts.

   • To - When the officer's position ends.

4. Click Save to save the changes.

Remove an Officer

1. Click the down arrow on the same row as the officer you would like to remove.

2. Click Delete from the drop down options.

3. Click OK to confirm removing the person from the position.