Adding New Members to Your Organization

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1. To add a new member to your organization, choose Hierarchy Organization > Organization Management.

 

2. Click

_img32 to expand the hierarchy list and view the levels.

_img33 Tip: As you expand the hierarchy, use the scroll bar on the right side of the window to view other parts of the page.

 

3. Select a location in the hierarchy list. The new member will be inserted below the selected level.

Note: You cannot add an organization member below the lowest level in the hierarchy.

 

4. Click

_img34. (The button will include the name of the level you have selected.)

 

5. When the Add New Organization page opens, type information in the text boxes and select from the options in the drop-down lists.

       Fields marked with a red asterisk (*) require information to be entered before the new member can be saved.

       If you add a class, the program includes the Member Type field (with a drop-down list that provides the following options: Head Start, Kindergarten, Multi-Aged Classroom, Other, and Pre-K). Use this field to define the new class or type a description of the new class in the Add New Member Type text box and click

_img35 to add it to the Member Type list. Select the new type from the Member Type drop-down list.

 

6. Click

_img36 to add the new member to your organization. Click

_img37 to return to the Manage Organization Member page without adding a new member.