To add a new member to your organization:1. From the Hierarchy Organization menu, click Organization Management. The Manage Organization Member page appears. 2. Click to expand the hierarchy list and view the levels. Tip: As you expand the hierarchy, use the scroll bar on the right side of the page 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
(the button will include the name of the level you have selected). 5. 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 drop-down list that provides the following default options: ○ Head Start ○ Kindergarten ○ Multi-Aged Classroom ○ Other ○ Pre-K – Use the Add New Member Type field to define a new class. Type a description of the new class in the field and click to add it to the Member Type list. You may then select the new type from the Member Type drop-down list. 6. Click to add the new member to your organization. Click to return to the Manage Organization Member page without adding a new member. |