Overview

Board Members lets you manage the leadership roster for your district or council. You can add, edit, and remove board members, organize them by term, and keep your records up to date as leadership transitions happen.

This works the same way as board member management at the unit level, but applies to your district or council board. Keeping an accurate board roster is essential for governance, communication, and compliance.

How to Manage Board Members

1. Navigate to your district or council dashboard.
2. Click Board Members in the sidebar navigation.
3. Select the term you want to manage from the term selector.
4. To add a board member, click Add Board Member and fill in their name, email, position, and other details.
5. To edit a board member, click on their name in the list and update their information.
6. To remove a board member, open their record and click Delete.
7. Click Save to confirm any changes.

Additional Features

• Term management — organize board members by term and switch between terms to view historical rosters
• Copy from previous term — when setting up a new term, copy the board roster from the prior term to save time, then make adjustments as needed
• Copy forward — copy current board members to a future term
• Import via CSV/XLSX — bulk import board members by uploading a spreadsheet file with their details
• Export board member lists — download the current board roster as a spreadsheet for offline use or reporting
• Position tracking — assign each board member to a specific position (President, Treasurer, Secretary, etc.)

Tips

• At the start of each new term, use the “Copy from previous term” feature and then update only the positions that have changed. This is faster than entering everyone from scratch.
• When importing via CSV or XLSX, make sure your columns match the expected format. Download an export first to use as a template.
• Keep board member email addresses current — they are used for messaging and task notifications throughout the platform.
• Export your board roster before annual meetings to have a reference document ready.