How to Create and/or Add Positions in the Organization Profile
1. Open your Organization Profile, under My Toolbox.
2. Select your local by double clicking or the Details blue command button and navigate to
Positions.
3. To create a position, go to Positions, click to open OPTIONS >
4. Click the +ADD, this will open to this page with the red asterisks for Position and Abbreviation.
a. For example, if you wanted to add the Position for a Trustee, it would look like this. Click the + ADD action button
on the lower right of the page.
5. Once added, you will then see the newly created Position listed.
6. You can now add the member you wish to that Position. Click the +ADD and you will see the
Trustee position available in the drop down.
7. You can select a member to associate it to the specific position by clicking the "get Roster" blue command button.
8. By default, the "To Present" checkbox is selected. If you deselect this box, it will allow you to put an end date for that position.
9. You can now check if a member, such as a Treasurer is the Primary Financial Contact.