Sample Workflows for Group Managers Adding an Individual to their Group

The Corporate and Staff Management and the Committee Management workflows differ for the group manager depending on if he/she is adding an individual to a committee or a company (group). For the Chapter Management workflow, group managers are unable to add/remove individuals from their group. See Maintaining the Roster for Chapter Management for more information. To see from a group manager's perspective how he/she can add a new individual to the roster online, please refer to:

·            For Corporate and Staff Management, Adding a New Individual to a Roster

·            For Committee Management, Adding a New Committee Member to a Roster

For a video demonstration on how a committee manager can add a committee member to his/her roster, refer to Video Demo: Adding a New Committee Member to a Roster.

See Also:

·            Overview: Roster Control

·            Configuring the Web Settings for the Roster Control