Managing Members

You can manage the structure of your committees members by following the instructions below.

The Manage Members dialog is accessible via one of two ways:

1) Click on the + icon on the top right of the committee knowledge panel and then select the top option, Manage Members

2) Click on the Members edit pencil on the left just above the row of members icons

See the image below, the above two options for accessing the Member Manager are highlighted in yellow:

Working With Committee Members

Clicking of Manage Members using either of the two links mentioned above, will bring up the Assign Members to a committee popup.

The Assign Members popup looks similar to the below image. This screen allows for adding or removing members from a committee.

Be aware that:

• A member must be created as a BoardCloud user before the member can appear in Manage Members listing (as shown below)
• Guest members do not appear in the Add Member dropdown (see next image)
• Current members of the committee are not shown because they already belong to the committee
• Unconfirmed members will still show in the Add member dropdown (however they will not be sent any emails or board packets until their email addresses are confirmed)

Add Members

New members can easily be added to a committee by clicking the +Add button on towards the top left of the Assign Members popup. (See image below - +Add is marked in yellow)

By selecting a member from the dropdown above, the member will be added to the current committee.

Removing Members

Members can be removed from a committee by selecting a member from the committee member list and then clicking the Remove icon (as can be seen in the above image). Once selected, a member's row will be highlighted in a pale green color. Once highlighted, the Remove icon can be clicked, which will cause an Are you sure? message to pop up. Select 'Yes, delete this member.' to proceed with the member's removal from the committee.

Note: Additions and removals from a committee are recorded for audit purposes. These changes can be viewed from the Committee History popup.

Click here if you are looking to delete a member from the portal.