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How to remove someone from an account and create an historic record

Removing members and creating historical records of membership

Jo Phillips avatar
Written by Jo Phillips
Updated this week

To be included in the Historical Members record on GovernorHub, a governor must have 'Appointment details' listed on their entry. These are details such as the type of governor they are, and their terms of office.

You can see someone's appointment details, by clicking the arrow next to their name on the Members tab.

Removing someone from a board

Only admins can add or remove members from a GovernorHub account. If you do not have admin rights but need to remove a user from a board, please contact your board admins.

Please note that completing the removal process will immediately revoke a member's access to the account, even if their 'leaving date' is recorded as a future date.

To remove someone from a GovernorHub board you'll need to:

  • Go to the Governing Board tab

  • Click on the Members tab

  • Click the arrow next to their name

  • Check whether they have any appointments in place. Only users with an appointment will be stored in the historical members record

  • Users without an appointment will not be placed in the historical record. If they need to be transferred to the historical record, select + Add an appointment and enter these details

  • Select the red Remove button

Completing the removal process

When you click to Remove someone from the board on the membership page, a pop-up window appears which allows you to add extra information to someone's historical record including:

  • a leaving date (this can be in the future although access is revoked immediately)

  • a reason for removal (term of office expired, resigned etc.)

  • optional notes

We also automatically save information such as:

  • appointment information (governor type, term of office, first appointed date)

  • roles

  • committee membership

  • meeting attendance for any academic year (in attendance reports)

  • training records for members who left in the past 12 months (in the training records report)

  • Declarations of Interest (in the register of interests report, or via the historical snapshot button)

Please note that completing the removal process will immediately revoke a member's access to the account, even if their 'leaving date' is recorded as a future date.

If the user doesn't have an appointment in place

If you attempt to remove a user who doesn't have an appointment in place, a message will appear to let you know they will not be shown in the historical members record.

If they don't need to be transferred to the historical record, click Remove. They will be removed immediately without the option to add any further information, and no historic information will be recorded.

If they do need to be added to the historical record, you'll need to add an appointment for them using the + Add an appointment button next to the Remove button.

Once the appointment is in place, the user can be removed and their details will be recorded in the Historical Members record.

Where do I find information on members who've left the board?

Historical members record

On the Members page, you'll find a timeline for historical members by clicking on the Historical members tab.

We've backfilled this information from 1st September 2019 using historical data we have available to us. However some information may be inaccurate or incomplete.

Click on the name of a historical member to view more details including:

  • the reason they left

  • their role and committees

  • their governor type

  • term of office

  • first appointed date

You can edit any of these fields by clicking Edit.

You can also create your own record from scratch by clicking Add Record at the top of the page.

Historical members report

There is an Historical members report in the Downloads tab, under About.


The Declarations of interest and Training records reports also include information on historical members.

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