Committee Overview

In This Article 

Add a New Committee 

Add a Committee Member

Editing Committee or Committee Member Information 

Send Mass Email to Committee Members 

Delete a Committee

 

Add a New Committee 

1. Select Portfolio then Community. Select the community to work in.

2. On the left side of the page, under Community, select Committee

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3. Click Actions then Add Committee 

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4. Enter the Committee Info 

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This is the Community Board If toggled on, this will enable a Community Board flag on for owners in the committee (and their role), and on the committee itself. 

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Alias -  1-10 characters abbreviated description of Committee. 

Example: BD for Board Member

Name - Committee Name

Display Name - 

Meeting Frequency - Select how frequent these committees members will meet.

Meeting Frequency Notes - Enter any additional notes about the meetings.

Example: The time of the meeting, any regular topics that might be discussed, etc. 

Next Meeting - Enter the next meeting date. The meeting frequency will be used to calculate future meeting dates.

Location - If the meeting location has been added as an amenity, enter it here.

Number of Members - Number of Members in the committee.

Term Length - Term length (by years) for each member.

Responsibilities -  List the responsibilities of the committee or its members.

5. Click Save 

 

Add a Committee Member 

1. Select Portfolio then Community. Select the community to work in.

2. On the left side of the page, under Community, select Committee.

3. Select the Committee to edit.  

4. Under Members, click +Add 

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5. Add the Committee Member. 

a1. Search the name of an existing owner or committee member.

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a2. Select the Member Type and enter the Expiration Date. 

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b1. Click +Add New Member to add someone not already in [ONE].

b2. Enter the Committee member information. 

Enter the member email to be able to send messages to your committees. 

b3. Select the Member Type and enter the Expiration Date. 

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6. Click Save 

The new committee member will appear in the member's section.

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Editing Committee or Committee Member Information 

1. Select Portfolio then Community. Select the community to work in.

2. On the left side of the page, under Community, select Committee.

3. Select the Committee to edit. 

4. To edit the Committee info, click mceclip9.png. To edit an existing member, click mceclip10.png.  

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5. Save the information. 

 

Send Mass Email to Committee Members 

If the committee has a member that is not an owner, they will need to have an email on their profile in order to send a message. 

1. Select Portfolio then Community. Select the community to work in.

2. On the left side of the page, under Community, select Committee.

3. Select the Committee to send a message to. 

4. Click Actions then Send Message 

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5. Select Email as the delivery preference. 

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6. Under Send Message, the committee members will be listed. 

Hover the cursor over the name to view the recipient email. 

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7. Enter the information requested for the message. Subject and Message are required. 

Send Message Overview

8. Click Generate & Review

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THIS DOES NOT SEND THE MESSAGE. PROCEED TO THE NEXT STEP. 

 

9. Review the message. Click Edit to make any changes. Then click Send All to send the message. 

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After the message has been sent, the option to resend the email will be available. 

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Delete a Committee

1. Select Portfolio then Community. Select the community to work in.

2. On the left side of the page, under Community, select Committee.

3. Select the Committee to delete. 

4. Click Actions then Delete Committee.

 

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