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What happens when a governor with no appointment is removed?
What happens when a governor with no appointment is removed?

Making sure a user is transferred to the historical record

Jo Phillips avatar
Written by Jo Phillips
Updated over a week ago

Who is added to the historical record?

Only admins can remove a member from the board, but if a member is removed who has no appointment details, we don't save a historical record.

This means that there won't be a record of this user's time on the board stored on GovernorHub.

This includes users who did have an appointment but had this removed before being taken off the account.

If you attempt to remove a user who doesn't have any appointment details, a warning message will appear to let you know they will not be transferred to the historical members record.

Members who do have appointment details will have their records saved in both the historical members tab and also in the historical members' report in the downloads section when they are removed. You will need to keep any appointment data in place under the user when clicking the remove button.

Adding an appointment to a user

If a governor's appointment details were left blank by mistake, the details will need to be added to the governor's membership details before they are removed to ensure a record of their time on the board is kept and can be accessed at a later date.

This can be added by clicking the arrow next to their name on the membership list and selecting + Add an appointment.

You can then select an appointment to be added to the user.

Once the appointment is in place, you can then remove the user. This will transfer them to the historical record.

A user has been removed without an appointment

If a governor has been removed and they did not have an appointment, or the appointment details were removed, they will not be automatically transferred to the historical record.

If they need to be added onto the historical record, they will need to be added back onto the account with the same email address that was previously used.


It's not possible for us to reinstate users onto the account. They will need to be added again by an admin.

The appointment details would then need to be added to their account in order for the record to be stored. These details can be found in the Membership changes report by going to About - Downloads - Membership changes.

Once the appointment has been added onto the user's account they can be removed from the board, with the appointment still in place at the time of removal.

If you reinstate the member, they will be able to access the board until their account is removed.

When they are removed with the appointment in place, they will then transfer to the historical record automatically.

Adding to the historical record manually

You can also add the user's details to the historical record manually.

To do this:

  • Go to the Governing Board tab

  • Select the Historical members tab

  • Click on + Add record

You can then enter the details for the user and their appointment.

You can find details of the appointment in the Membership changes report by going to About - Downloads - Membership changes.

This will create a new record for the user under the historical members record.

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