Managing Officer Types as a State PTA

As a State PTA Leader, you have the ability to determine what officer roles you want available for your local units.   You can identify required and non-required roles as well as set limits for how many roles one person can hold for a given term. 

To do this, go to Compliance Manager > Edit Officer Types

Adding New Officer Types/Titles

To add new Officer Types, click the Add Officer Type/Title button in the top right corner and enter the necessary information. 

  • Officer Title: Title for this officer (President, Reflections Chair, etc.)
  • Required: Is this a required position for all local units to have? Is this a position where this person can not hold any other position on the board?  If so, select Exclusive from this drop down list. 
  • Limit: How many people can hold this position in one given year?  

Screenshot 2024-01-16 at 1.39.59 PM.png

Editing Existing Officer Types/Titles

You can click and drag the list of officer types/titles to the order you want them to appear in the list of officers.  Click the cross on the left side of each officer title and drag it to the order you want it to appear.  It saves automatically and you won't need to click save. 

You can click the 3 dots on the right side of the Officer Title to edit or make inactive. You can also click the View Inactive link in the top left corner to view all titles that have been inactivated. 

Screenshot 2024-01-16 at 1.41.10 PM.png

Other Limits and Requirements

You can also set limits on how many positions one person may hold for required and non-required roles as well as a total of all roles in this same screen. 

At the bottom of this area, you can identify required fields for required officers (email, phone number and address).  This will require the only the required officers to have this information provided in Givebacks (formerly MemberHub) if you make one of these a requirement. 

 

Are you a local unit PTA looking to add officer titles? Please contact your state PTA for assistance. If you are unsure who to contact, please Contact Support.

 

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.