addanofficeandterm

How do I add a PTA office?

ADD AN OFFICE AND TERM TO YOUR UNIT


To establish officers with permissions to perform PTA work in the system or to add officers for historical purposes to the system you will be required to first add the PTA office to the system. Not all PTA’s have the same offices so each unit may establish their own unique set. Once you add the office you will not be required to add it again. Add all your offices to the system then you may add the appropriate people as officers to those offices. To restate, you must have an active office established in the system in order to add an individual as an officer under that office.

  1. Log into the administrative side of your account

     

  2. Click on your <Set Up Officers> in blue on the “Administrator Dashboard” in the box with the PTA logo

    If you are an administrator for more than one group, be sure you are in the correct group to add your office.

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  3. Review the list of current offices

    It will have all future, current and past officers listed.
    a) If the office does not exist add the office by following the steps below
    b) If the office is listed you can go directly into adding an officer

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  4. If the office is not listed, click on "Actions" button and select "Add Office"

  5. Set the parameters in the dialog box that comes up

    Be sure to check "Active" to make the office a current selection for your unit. Enter the correct parameters for the rest of the fields in the dialog box.

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  6. Click on the green "Save" button

    Repeat process as necessary