Manage Board Memberships

If your organization has been set up to enable board memberships, users can include board memberships in their profiles and track volunteer hours. To enable board memberships, contact your Customer Success Manager.

Employees who have added board memberships to their profiles can track volunteer hours for that organization through events or individual activity.

Add a New Board Membership

1. Select your profile image in the top right corner, then select My Account.

2. Select Board Memberships.

   Note: If the Board Memberships icon does not appear on this page, contact a customer success representative to enable Board Memberships.

3. Select +Add Board Membership.

4. Search for an organization by Organization Name or Registration ID. Use the location search to narrow down the results if necessary. Select Next.

5. Select your Role. If your role is not listed, select Other Member.

6. Select the Date Range for the board membership. Select Next.

   Note: A start and end date are both required to save a board membership instance.

7. If applicable, answer any custom questions. Select Next.

8. If applicable, review the required affirmation statement. You must agree to the statement by selecting the affirmation field to continue.

9. Select Save to activate the new role.

10. Select Add Hours to add board membership volunteer hours now or select Add Later to add hours at a later time.