Organization Admin Guide
This guide describes the concepts of the membertility Organization Module.
positions are assigned to members for a variety of purposes. membertility tracks who is currently in each position, which is used by the Meetings Module, Task Module, etc.
New Member Instructions
When someone new needs to be added to the system, the following should be done:
send suitable welcome message which describes the system, why they’re being added, and that they’ll be receiving password reset instructions
create the member using Members view, assigning appropriate security roles and interests
give new member their position(s) using Position Wizard
The period during which a member spends time in a position is known as a term. The Position Dates view has a row for each term, with the Member, Position, Start Date, and Finish Date specified. If the term is current, no Finish Date is specified.
For easy management of member’s terms in positions, use the Position Wizard. With the Position Wizard, you select an Effective Date for a change in terms for one or more members for a given position. The wizard takes care of updating all the necessary term records which can be seen using the Position Dates view.
To facilitate assignment of sets of task groups to individual members, task groups may be assigned to one or more positions using Positions view, and in turn members are assigned one or more positions using Position Wizard. The Task Hierarchy gives details on these relationships, and the Task Module has complete details about task management.
Email Distribution List
Sometimes it may be desirable to send emails to members in the organization using regular email. For this the Distribution List view can be used to download a csv file of email addresses.