Committee Member Management

    Overview

    Committee Member Management lets organisation administrators define committee roles (e.g. President, Secretary, Treasurer) and assign existing organisation members to those roles. Each committee member record tracks term dates, optional contact details, a bio, and an active/inactive status. Committees can also be showcased on public club site pages via the Team Members block in the CMS page editor.

    Committee members are displayed in a list ordered by their role's display order, and removal preserves historical records — the member is marked inactive rather than permanently deleted.

    Who Should Use This Feature

    Perfect For

    • Club administrators managing their executive committee and office bearers
    • Pony club & riding club secretaries maintaining current committee records
    • Breed society & association admins tracking board or executive committee positions
    • Event organising committees publicising their team on a club site

    Prerequisites

    • You must be an admin of your organisation
    • Your organisation must have an active subscription (Basic or higher)
    • Organisation members must already exist before they can be assigned to committee roles

    Key Features

    🏛️ Committee Roles

    Define the positions that make up your committee:

    • A new organisation starts with no committee roles — you create your own to match how your club is run
    • Create roles such as President, Vice President, Secretary, Treasurer, or any custom title, each with a name, optional description, and display order
    • Roles are ordered by display order (lower numbers appear first)

    👤 Committee Member Profiles

    Each committee member assignment stores:

    Field Description Max Length
    Term Start Date When the member started in this role Required
    Term End Date When the term ends (blank = ongoing) Optional
    Bio Optional biography or role description 1,000 chars
    Committee Email Role-specific email (may differ from personal email) 256 chars
    Committee Phone Role-specific phone number 20 chars
    Photo URL Profile photo for public display 500 chars

    🔍 Search & Filter for Member Assignment

    When assigning a member to a committee role, you can search across:

    • Name — member's name
    • Email — member's email address
    • Membership number — the member's assigned membership number

    🗑️ Removing Committee Members

    Removing a committee member:

    1. Marks the member as inactive
    2. Sets their term end date to today (if not already set or if it's in the future)
    3. Preserves the record for historical reference

    A confirmation dialog is shown before removal.

    📋 Committee Member List Display

    The committee member list shows each member as a card with:

    • Name and role name badge
    • Inactive badge if the member is no longer active
    • Membership number (if assigned)
    • Term dates displayed as "Month d, yyyy – Month d, yyyy" or "Month d, yyyy – Ongoing"
    • Bio text (if provided)
    • Committee email (clickable to email) and committee phone (clickable to call)
    • Edit and Remove action buttons per member

    Members are ordered by their role's display order, then by term start date.

    🌐 Public Team Members Display

    Active committee members can be shown on public club site pages, displaying:

    • Member name and role
    • Bio, committee email, and photo

    This is configured through the Team Members block in the club site CMS page editor.

    How to Use

    Accessing Committee Management

    1. Log in as an organisation admin
    2. Navigate to Organiser → Committee
    3. If you belong to multiple organisations, select the organisation from the dropdown
    4. If you belong to only one organisation, it is selected automatically

    Creating a Custom Committee Role

    1. Click "Create Custom Role" on the Committee Management page
    2. Enter the role name (required, e.g. "Chief Steward")
    3. Optionally add a description and set the display order (lower = appears first)
    4. Click "Create Role"

    Assigning a Member to a Committee Role

    1. Click "Assign Member to Committee"
    2. Use the search dropdown to find the organisation member by name, email, or membership number
    3. Select a committee role from the role dropdown
    4. Set the term start date (required, defaults to today)
    5. Optionally set a term end date, bio, committee email, and committee phone
    6. Click "Assign Member"

    Editing a Committee Member

    1. Click "Edit" next to the committee member
    2. Update term dates, active status, bio, committee email, or committee phone
    3. Click "Save Changes"

    Removing a Committee Member

    1. Click "Remove" next to the committee member
    2. Confirm the removal in the confirmation modal
    3. The member is marked inactive with their term end date set to today

    Related Features

    • Member Management — Organisation members must exist before being assigned to committee roles
    • Club Site CMS — The Team Members block displays committee members on public club site pages\n\n---\n\nSource: wiki/features/COMMITTEE_MANAGEMENT.md \nLast synced: 2026-09-07 11:47:30 UTC
    Published: