If you need assistance with performing Site Admin Activities for any of the items described, please contact support.
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- Add a Name to a Department, Board, or Committee Webpage With No Email Address
- Create a New Personal Profile
- Set Up a User Account to Receive Email
- Remove a Person from a Staff or Board Table
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Add a Name to a Department, Board, or Committee Webpage With No Email Address
- Make sure that a Person Profile doesn't already exist.
- Go to the department or board the person is to be added to
- Click the Edit tab
- Select the Key Contacts – Key Contacts, Board Members, Staff Members tab
- Type in the last name of the person in the Board Members or Staff Contacts field where you would like to add the person
- Review the questions below to determine the appropriate next step based on results from step 3
If the name of the person appears in the pop-up display box they already have a profile, simply select the name, then click Save and Close.
If the name of the person does NOT show up in the pop-up box, then you will need to create a Person
Profile for them.
Create a New Personal Profile
- Cancel out of the Edit mode you are currently in
- In the left sidebar click Create Content and select Person Profile
- Fill in the First and Last Name then the Phone Number
- Click on the Department or Board Memberships tab on the left side
- Select the Department or Board from the drop-down,
- Enter the appropriate Job Title
- Click the Active Membership under Membership status.
- Click Save and Close
After saving the page the person should show up in the staff or board table with an "edit" link next to
their name. You can then edit that person to add or change information.
Set Up a User Account to Receive Email
If you want this person to receive email via the website or contact form then a use account must be set up.
- Contact your Site Admin to create an account if one does not exist
- Go to the Department or Board page where the person is listed in the Staff or Board Table.
- Click the Edit link next to the name of the person. If not present, contact your site Admin for assistance.
- Enter User ID into the “Username for receiving Email”
- Click Save and Close
Remove a Person from a Staff or Board Table
- Go to the Department or Board page where the person is listed in the Staff or Board Table.
- Click the Edit link next to the name of the person. If not present, contact your site Admin for assistance.
- Click the remove button in the section associated with the role.
- Click Save and Close
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