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How do I Add or Change a Club Executive / Director as a District Officer?

Members with District Administrator, Membership Editor and Club Information Editor access levels have the ability to add or change club executives and directors.

  

1. Go to the District webpage and click on the Login link at the top right of the page. Then, enter your login details on the page that appears. 


2. You are now logged in. To access the District Administration page, click on Member Area on the top right.

 

3. Now, click on the Organization tab.


4. Next, select the Define Club Executives link.


5. This will display a list of Clubs. Click Define Current Year Executive on the same row as the Club you would like to change. You could click Define Next Year Executive if you need to change next years.

 

6. This brings you to a page listing the current club executives and directors.  Use the Next Year, or Previous Year links to move back/forth year to year.

   

7. Now you can identify club officers, remove past officers, edit positions, and more. Below the heading Action you have three options:

  • Edit - Allows to you edit the position.
  • Clear - Erases the name in the position.
  • Delete - Removes the name and the position.

NOTE: To change the order of the officers, please drag and drop the position up or down into the sequence wanted.
Click here to see how to Edit a position
Click here to see how to Clear a position
Click here to see how to Delete a position
Click here to see how to Add a New Position
Click here to see how to Copy the Current Positions to the Next Year


Edit
You can click on Edit to change the executive position details. Here, you can change the Position, Title, and Name of the officer.

  • Position is the position the executive holds as defined by the District. Selecting this determines the District access level the member is given. 
  • Title refer to the title of the executive, which you can modify as needed for your club. This field is mandatory.
  • Name is the name of the officer.

Click Save to keep your changes, or Cancel to discard them.

 

Clear
1. You can click Clear if you want to remove the member from the position, without deleting the position itself.

 

2. The position still remains, but there will be no member assigned.

 

Delete
Click Delete if you wish to remove the position entirely.

 

Adding a New Position
1. Once you have the correct year selected add a new officer by clicking the Add New Position button at the right side of the screen.

 

2. Here, you can edit the added the Position, Title, and Name of the officer.

  • Position is the position the officer has in the club.
  • Title refer to the title of the officer, which you can modify as needed for your club. This field is mandatory.
  • Name is the name of the officer.

Click Save to keep your changes, or Cancel to discard them.

 
3. NOTE: To change the order of the officers, please drag and drop the position in the sequence wanted.

 

Carry positions over to the next year
1. At the start of the new year instead of entering the positions all over again you can save time by carrying them over to the next year. To do this click the Carry Over Next Year button.
NOTE: If this button is grayed out, this means there are already positions listed in the next year. Delete those positions from the future year in order to activate this button.
2. The assigned titles and positions are automatically carried over to the next year. The names of the members are not carried over. To view the next year, click Next Year at the top right.

  

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  1. David H.

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