1. To add a new member to your organization, choose Hierarchy Organization > Organization Management.
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 window 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. When the Add New Organization page opens, 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 field (with a drop-down list that provides the following options: Head Start, Kindergarten, Multi-Aged Classroom, Other, and Pre-K). Use this field to define the new class or type a description of the new class in the Add New Member Type text box and click
to add it to the Member Type list. 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.