To provide login access to Board Members from within the Individuals Module highlight the name of the Board Member you are trying to give access to and select "Create/Change Login" on the bottom of the page
From within this box, give the Officer a Username (email address required), a password, assign their Role (*Note: for Units with only Officer Contact, there are only two roles available to choose from: OC Admin and OC Reporting).
Once you select the “Ok” button, you will receive a notification from the system informing you that security for that Officer has been updated. Once you receive that indication, notify the Officer that they are able to login to the account with the username and password you just assigned.
