Committee Management Overview

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    Katherine Williams

    Something I'd love would be a way to pull the membership roster from a committee into a webpage. Every year, when our committees are updated, I have to go in and update the committee leadership in the committee system, then I have to build the external lists (with their contact information) for the public pages of the website. I'd love a way to just update this in the committee system and have that information update automatically. Perhaps just a checkbox that says, "Show this committee position publicly," so we can choose to show just the leadership positions or all committee members. 

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    Gregory Foreman

    Hi Katherine - If you haven't already, you may want to check into creating some saved searches that pull up committee members.  Using the advanced search, in the filters area, there are 2 fields that you can use to customize your search results - "committee" (general search that will pull up all members of 1 or more committees) and "committee position" (an additional option to refine the results based on a member's committee position).  By creating saved searches, you won't have to worry about updating static page information as they are dynamic and will re-run the search criteria each time.  If you need any help and/or more information about this, please let us know!

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    Katherine Williams

    Gregory - Sorry I didn't reply sooner, I hadn't had time to look into this further getting us ready to launch the social tools.

    What I need is a way to make this information viewable by the public, who (as far as I'm aware) cannot view our member directory or saved searches. All of our committee chairs'/co-chairs' contact information is available for the public to access, and I have to manually maintain that information. I would rather just be able to display a committees roster on a page, so all I have to do is add/remove members.

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    Gregory Foreman

    Katherine - For the saved search to work, you would need to give everyone access to the search itself as well as adjust attribute security so everyone is able to view certain attributes (whichever ones you want people to see when they view the "roster").  Aside from that, I am not able to think of any other solutions that would accomplish what you're looking for.

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    Susan Burke

    Just completed the training and cannot find where I assign members to committees.  Shouldn't that be an obvious choice from the Committee Management page?

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    Susan Burke

    I need a hybrid of committees and social circles.  Threaded discussions and the ability to post and share documents. Any thoughts?

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    Al Guzman

    I created a saved search for our Board of Directors so I don't have to use static pages but the problem is the Saved search does not show the Board's titles.  I need the first line to show what position they currently hold like President, Vice President, and so on.  

     

    Is there a way to show the position?  If not then the solution of using a saved search does not work for me and I have to continue using static page to show our board of directors.

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    Evelyn Willard

    Hi,

    I am trying to upload documents to my committees and it is only letting me update some of them. Is there a limit on the size or type of documents that I can upload?

    Thanks!

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    Kinsey Mahan

    @Susan - the Community Forum might be your best bet, as discussions are threaded and users can upload images. Here is an article that may help: Community Forum Overview

    @Al - for the board position to display, you would just need to add a new attribute to your database for position (a Selection Set type attribute would work well). That way, you could include the position attribute in your search to keep the page more dynamic. If you have questions on creating an attribute, our Help Team would be glad to walk you through it.

    @Evelyn - The file size limit for committee documents is 1MB. If you're still having trouble updating documents, we would be happy to help. Just send an e-mail to help@memberclicks.com and one of our Product Experts will be glad to dig in further. 

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    Jani Hansen

    I would like to be able to assign the ability to see the committees by GROUP.  so that when our board turns over and I reassign the Group "Board" to new people, the committee membership travels with this.  Instead of having to do it individual by individual.

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    Kinsey Mahan

    Jani - I understand where you're coming from there. It might be helpful to click on the Add Members button in a committee, then search by group name or at least sort by it, so you can tag all those group members at once instead of tagging them one by one on separate pages. Lots of our clients have committees made up of different members not necessarily in the group, but I think having both options would be handy and will pass that feedback up the chain.

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    Jani Hansen

    Thanks – OR to have committee membership assignable from the Group end.

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    Gail McMahon
    Do members have to have admin rights in order to add files? Some are getting "pending" messages.
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    Kinsey Mahan

    Gail - Files should post to committees automatically as long as someone is a member, and I've opened you up a ticket with our Help Team so that they can dig in further.

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    Kelly Evans

    How do I change committee permissions? We would like to add basic contact members to a committee.

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    Kinsey Mahan

    Kelly - Committees are unique in that there aren't group based permissions associated. Along those lines, committees are a members only function, so unfortunately there isn't a way to add basic contacts to them.

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    Kelly Evans

    Thanks, Kinsey.

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    Kelly Evans

    Kinsey, am I able to create a group such as" Non-members" with profiles to be added to a committee list?

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    Kinsey Mahan

    Kelly - Yes, I would recommend copying the member group and altering permissions down to do that. As long as a group is NOT the basic contact group, any custom group (even one named non-member) can use the Committee Management tool.

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    Kelly Evans

    Perfect, thanks again!

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    Emma Goodgion

    I want to  upload committee Agenda, Minutes and such. Is there a way to have sub-folders.. its going to get a little confusing with just a list of documents

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    Kinsey Mahan

    Hi Emma - Unfortunately there isn't a way to add sub folders to the committees area today. We definitely see the need, though, so it is an enhancement that's on our roadmap. One suggestion might be to structure your file names so that they're easily searchable using the Control/Command + F functionality - something like "agenda-may-2014." I hope that helps!

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    Emma Goodgion

    Thanks, It would also be handy to have article/menu items  permissions for committees. I would like to be able to have a couple of web pages just for the committees with out having to create a group for them

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    PJ Klena

    I'm new to MC & I can't figure out how to export the committee members along with their positions.

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    Kinsey Mahan

    Hi PJ - Using our Committee Management tool allows for committees and their positions to be searchable via the Advanced Search, however, unless you populate committee specific attributes with that same information, the data isn't able to be exported via a regular export. I've opened you up a ticket with our Help Team to find out if they have a suggested workaround. Please expect to hear back soon!

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    Kelly Evans

    Is it possible to copy a full committee and re-name it?

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    Chris Byess

    Hi Kelly,

    I'm afraid that copying a full committee is not a feature that is available at this time. This certainly seems a suggestion worthy of our feature request page, however, so in the event that you would like to suggest this feature as a potential future addition to our design, I will place a link to this page below.

    https://help.memberclicks.com/forums/195512-MemberClicks-Ideas-Feature-Requests

    If you have any further questions or require further assistance, feel free ask out our help team at help@memberclicks.com!

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    Kelly Evans

    Thanks, Chris!

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    Ryan Gold

    Is there an explanation of what an 'admin' role in a committee includes? What can admins do that regular committee members can't?

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    Chris Byess

    Hi Ryan,

    The difference between your admins and regular members of a committee are than an admin can add and delete both files and members, even if the file was not uploaded by themselves. As a regular member, you cannot delete the files of others, and you cannot add members.

    Hope this helped answer your question!

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