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How do I Add, Edit, or Remove Executives or Directors on the District?

Through your district's website you can add and modify your Club Officers. This will give the Officers the access to perform their duties on the District. If an Officer is not listed on the District they will not be able to perform club changes. The executive positions that can preform club changes vary for every district but are often: President, President Elect, Past President, Secretary , Treasurer, and Executive Secretary.


Note: When the district has configured a club position to be an executive, members assigned to this position will automatically receive access to manage their club through the district website.

 

1. Go to your 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, then click Login.


 

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


  

3. Now, click on the For Clubs tab.

    

4. Next, select the Define Club Executives link.


 

5. You are now on the Club Executives and Directors page. On this page you can view, add, remove, or edit Club Officers. Please click on the following links to learn more about this page.



 

 

How to add a Club Executive or Director.

1. To add a new officer position, click the Add New Position button, on the right.


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

  • Position - This is the position the officer has in the Club.
  • Title - This refers to the title of the position. It is displayed on the website. You can modify this as needed to fit the position. This field is mandatory.
  • Name - This is the name of the officer.
Once the position is entered click Save to save your changes, or Cancel to discard them.

  

3. You'll now see your newly added officer listed on the page.

 

How to edit your Club Officers

1. On the Club Executives and Directors page it displays three options below the heading Action on the right:

  • Edit - Allows to you edit the position, title, member. Selecting this determines the access levels the member is given. 
  • Clear - Erases the name in the position.
  • Delete - Removes the name and the position.
Note: To change the order of the officers, drag and drop positions into the desired sequence.
  

2. You can click on Edit to change the Position, Title, and Name of the officer.

  • Position - This is the position the officer has in the Club. Selecting this determines the access levels the member is given. 
  • Title - This refers to the title of the position. It is displayed on the website. You can modify this as needed to fit the position. This field is mandatory.
  • Name - This is the name of the officer.

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

 

3. You can click Clear if you want to remove the member from the position, without deleting the position or title.

 

4. The Clear function is used in situations when a position has fallen vacant, though the position still retains.

 

5. Finally, click Delete if you wish to entirely remove an officer position.

 
How do I carry current Officer positions over to the next year?

1. To carry over the existing positions to the next year, click Carry Over Next Year. This will copy the titles and positions to the next year. The names of the members do not carry over into next year.
  

2.  To view what was carried over, click Next Year at the top right.

 

3. Here, you can confirm the officer positions are correctly assigned for the next year. You can now add next year's members into the positions.

 
How to view past Officers?

1. To view past officers, click Previous Year, as highlighted below.

  

2. You are now viewing your club officers that were defined in the previous year. You can return to the current year by clicking Next Year, or continue going back by clicking Previous Year

  

3. You can also enter in past executives, by clicking Add New Position when you are on the relevant year.  To find out more about this process, refer to Add a New Club Executive.

 

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  1. David H.

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