You can easily manage your governing body’s members, roles, and committees through the Governing Board tab. Here’s how to navigate and use these features effectively:
1. View Board Members:
Location: Go to the Governing Board tab and click on Members.
Role Labels: Each member’s role and committee membership are indicated by coloured labels next to their name. You can also find out who's the admin of the board by looking for the green 'Admin' badge under their names.
Drop-Down Info: Click the arrow to the right of a member’s name to reveal a drop-down box with more detailed information such as:
Governor Type (e.g., Parent Governor, Staff Governor)
Term of Office (start and end dates)
Other Relevant Information
View Full Profile: You can click on View full profile to access additional details about the member, including:
Contact Details (if they've chosen to share them)
Declarations
Training Records
2. Assigning and Removing Roles:
Access the Roles Tab: You can also manage members’ roles through the Roles tab.
Removing a Role: To remove a member from a role, simply click the Remove button next to their name.
Assigning a Role:
Click the + button (to add a new role) or the pencil icon (to edit an existing role).
This will open a drop-down menu where you can choose a member from the list to assign to the role.
Article: If you need a step-by-step guide on how to create and assign a governor’s role, check out our article on assigning roles.
3. Managing Committees:
View Committees: Navigate to the Committees tab to view a list of the current committees.
Click on any committee name to view its members.
Adding Members to a Committee: To add members to a committee, click on the relevant committee and then follow the steps in the article on creating and adding members to a committee.
By using these tabs and tools, you can efficiently manage your board’s structure, track roles and committee memberships, and ensure that contact details, declarations, and training records are easily accessible when needed.