Add Members to a Committee

There are three different ways that you can add a committee member:

• Add each Committee Member by Name
• Add a Group of Committee Members in Bulk
• Add each Committee Member from their Profile View

Add Each Committee Member by Name

1. Click on the Profiles menu and Committees.
2. Click on the committee to which you want to add members.
3. Click the Committee Members tab on the left. You may have to scroll up.
4. Click Add a Member on the right.
5. Search for all or part of the name of the profile that you want to add and click Select on the results that are displayed.

6. Enter a Committee role/title for the committee member, if desired. You can leave this fields blank if there is no specific role for this member.

7. The Start Date defaults to the current date, but you can change this if necessary to the date the person started on the committee. 
8. The Expiration Date will be automatically calculated based on the Start Date, and the default term for the committee (set in the Term Settings section of the Committee Details).

If you need to override this default, click Use custom expiration settings instead and change the expiration date manually.

9. When you add an individual profile to a committee, the list of Committee Members displays their profile name as well as their default related organization - the first or main organization profile related to that individual Committee Member.

After you have saved the new committee member, you'll be able to override that default organization by clicking Override this and manually select an organization instead, if different than their default. This option only appears when editing an existing committee member. 

No automated updates will occur if that individual later leaves that organization.

10. Fill in any notes/details on this committee member using the Internal Notes or Custom fields.
11. If you have other individual committee members to add, click Save And Add Another, and repeat steps 5-11. Otherwise continue to step 12.
12. Click Save and Close.

Committee-specific Custom Fields only live within Committee membership, not on the Profile itself the way standard/global Custom Fields do.

Add a Group of Committee Members in Bulk

1. Click on the Profiles menu and Committees.
2. Click on the committee to which you want to add members.
3. Click the Committee Members tab on the left. You may have to scroll up.
4. Click Add a Group of Members.

5. The Profile Selector will open in a new window where you can search for the group of profiles you want to add. Enter your criteria and Run This Search. You may need to scroll down.

A common use case is to search for a previous year's committee using the Affiliation Codes.

6. Select the profiles you want to add either by selecting individual profile rows or using the Select All button at the top of the grid.
7. Enter the Committee start date you want to use for all members that are added (this defaults to the current date).
8. Click Add Selected Profiles To The Committee.

Add Each Committee Member from Their Profile View

1. Click on the Profiles menu and Select Profiles.
2. Using the profile selector, find and open the profile that you want to add to the committee.
3. Scroll down to the Committees panel on the bottom left of the profile.

4. Click Add to a committee.
5. Select the committee from the dropdown list and enter a Start Date (if other than today).
6. Click Save.

Adding Committee Affiliation Code to Profile does NOT add them to Committee. The profile must still be added to the Committee separately. However, removing Committee Affiliation Codes will deactivate the Profile's Committee Membership (but activity history will remain on profile). Marking the Profile as inactive will also remove the Committee Affiliation Code.