Officials

The Officials page is where the program director or APA assign users to official roles, such as president or dean, replace users already assigned to these roles, and add or edit officials’ address information. All officials – individuals assigned to positions on this tab -- must first be entered on the Users page. Former officials, who were removed or replaced in this system, are listed at the bottom of this page.

Add a new official

• Click the link to +Assign Official. Fields will open in the record for the contact.
• Select a user from the drop-down menu. Remember, you need to create users first on the Users page before assigning them to official roles.
• Click the Save button.

Edit an official

NOTE: To edit name, work phone, email, or password, go to the Users page.

• Click the button to Edit. These fields will open: Official title, Fax, Mailing address.
• Enter your changes.
• Click the Save button.

Replace an official

• Click the button to Edit. These fields will open: Official title, Address.
• Click Replace Official. A popup will ask if you are sure.
• Click OK. The official will move to the bottom of the page under Former Officials. On the Users page, he/she will become an application user.
• To add a new official in place of the replaced individual, follow directions above for adding a new official.

NOTE: Replaced officials will remain on the Users page; to prevent their logging into the system, click the disabled button.

Add multiple users to a role

Some roles allow multiple users; some do not.

• Click the +Assign Official link. A form will open for the new user.
• Follow directions above to complete this form.
• Click the Save button.