Before you begin
Requires member-management permission; position assignment has a separate permission.
Steps
- 1
Open Members and select or add a record.
- 2
Review contact details, status history, positions, programs, and allowed custom fields.
- 3
Record a status change with the correct effective context.
- 4
Invite the person to claim an account when appropriate.
Important notes
- The chapter license is unlimited. Roster counts support chapter planning; statuses never set the price, impose caps or force an upgrade.
- Roles are assigned through the secured position workflow, not stored as editable profile text.
Related guides
Officers
Import members and chapter records
Validate a spreadsheet, review matches, and commit records transactionally.
Read guideOfficers
Manage positions, roles, and permissions
Give officers focused access without shared passwords or all-or-nothing administration.
Read guideOfficers
Configure custom member fields and academic terms
Add validated chapter fields, control visibility, and keep term roster history.
Read guide