Gray Step Software Support

Officer/Board Member Contact is a California State wide directory where Units, Councils, District, and State PTAs list and maintain contact information for ...

1.      Select the School Year 2.      Select the “Add” button     Choose one of the preloaded Positions of the Officer you are adding from the drop d...

Certain “Positions” once they have been added (i.e. President/Treasurer) you cannot add a second Officer with the Same “Position”. If an incorrect individua...

You can remove Officers that should not be listed in the School Year you are working with (Note: Removing an Officer will not completely remove the name fro...

1.      Select the Officer you wish to change the contact information 2.      Select the “Change Contact Information” button        3. Change desired ...

You can give any number of Officers access to your PTAEZ/Officer Contact account. Giving access can be done from the Officer Contact Screen or from the Indi...

Once access has been given to an Officer, you can change or remove their access:   1.      Select the Officer you wish to change access for 2.      Selec...

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 sele...

Once access has been given to an Officer, you can change or remove their access:   1.      Select the Officer you wish to change access for 2.      Selec...

You now have the ability to “Merge” Duplicate Individuals within Admin/Individuals.   1.      Select the Individual you wish to Merge another Individual w...