How to Create a Committee

Vishnu

March 11, 2020 14:41

Within Member365 you have the flexibility to create and manage committees. Administrators can create committees by appointing members to reflect the role within the committee giving them titles specific to their tasks or positions within the Committee. You are also able to create a workspace that is specific to a committee allowing these small groups the ability to engage in discussions and upload files in a private forum.

This article will guide you through creating a Committee.

There are two ways to create committees.

1. Log in to your Member365 Administrator Dashboard.

2. On the top bar, select 'Modules', then hover over ‘Committee‘ from the drop-down menu that appears, select 'Create Committee',

Accessing Committee Configuration

1. Log in to your Member365 Administrator Dashboard.

2. On the top bar, ‘Configuration‘ .

3. In the ‘Committees’ section, click ‘Setup‘.

4. Click ‘New Committee‘.

5. Enter a name for this Committee in the text box, and then click ‘Save‘.

6. Enter a description for this Committee in the indicated text box, and then click ‘Workspace‘ if you wish to enable a Workspace for this Committee. Otherwise, skip to the last step of this guide.

Creating a Workspace

7. First ensure that the toggle shown below is set to green; if it is not, then the options indicated below will not appear. Use the indicated text boxes to enter a name and welcome message for this workspace.

8. Scroll down the page to find additional options.

9. Workspace Settings

Auto-bookmark for all Members:

Auto-bookmark will place a reference to this workspace on the member portal dashboard seen upon login.

Enable Discussions:

Enabling discussions will allow contacts who access to this space to be able to view and participate in a threaded discussion forum.

Enable File Library:

Enabling the file library will allow you to create a library of resources that contacts are able to view and download.

Enable Events:

Enabling events will enable you to publish events that are only available by members belonging to this workspace.

Enable Directory:

When this is toggled on it displays the information, including email address, organization name, job title, residential & telephone, business phone, organization phone, and cell phone.

Force Notifications

The next section you will have the flexibility to select the frequency that emails are sent to contact that have access to the workspace. You can choose to set the email frequency of instantly, daily, weekly, monthly or never.

10. Click the green button "Save".

Congratulations, you have successfully created a committee and workspace!