Committee membership and leadership can change over the course of a project, initiative, or oversight responsibility. Monitor and edit committee assignments from the “COMMITTEES” window.
- Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen.
- Click on the “Committees” tab.
- In the “COMMITTEES” window that opens, locate the committee name in the list and click on the View icon (blue eyeball) in the “Actions” column.
- In the window that opens, review the committee membership in the “Members” tab.
- To search for specific committee members, type your search text in the “Search Members” box. To search for part of a name, enter only a few letters or numbers into the search field.
- Click on the “Search” button or press “Enter”/”Return” to do your search. The committee-member list changes to display only those records that match your search criteria.
- To clear your search results and display all your committees, click on the “Clear” button.
- To sort your search results by one of the categories of information in the committee-member list, click on a column name or the pair of arrows to the right of the name. By default, the records sort in ascending order. To change the sort to descending order, click on the pair of arrows again. Each time you click on the arrows, the sort order changes. You can identify the sort order by which of a pair of arrows is dark gray. When the information sorts in ascending order, the arrow pointing up is dark, and vice versa. On unsorted columns, both arrows appear in light gray.
- If your list of search results covers more than one page, click on the right arrow above the list to move to a later page, the left arrow for an earlier page, or a page number to go directly to that page.
- To add a member to a committee, click on the “+Add Member” button at the top right.
- Click in the “Select Member to Add” box to open a dropdown list of all community members. Click on a member’s name to add them to the committee. Click on the “X” next to a name to remove that member before you finish this process. Once you finalize your addition(s), click on the “Confirm” button to add the new committee members. To exit the process without adding any members, click on the “Close” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
- NOTE: If the committee’s own tag is a requirement for membership on the committee, you will not be able to add any new members to the committee. Adding that tag essentially says, “Limit the membership of this committee to the people already on it.” Especially if you have not yet added any members to the committee, this is not a setting you want to add. If you are unable to add any members to your committee, check the “Limited To” dropdown menu and remove the committee’s own tag as a requirement.
- To remove a member from a committee, click on the “Remove” button at the far right end of the member’s listing.
- In the “REMOVE MEMBER?” window that opens, click on the “Remove” button to remove the member from the committee. To exit the process without removing the member, click on the “Close” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
- To edit the settings for a committee from the committee view window, click on the “Edit Committee” button at the top right of the window.
- To return to the “COMMITTEES” window from the view window for a specific committee, click on the “back to all committees” link under the name of the committee at the top of the window.