PTAEZ Help Topics

PTAEZ Help articles

Giving access (PTEZ)
To give access to a user select Person icon on the right side of the individuals make. This allows you to assign positions to other individuals and give the...
Tue, Dec 1, 2020 at 1:57 PM
Roles and capabilities
President:                                                                                Treasurer: Change own Username/Password                          ...
Fri, Jul 2, 2021 at 12:08 PM
Merge individuals
Note: Merging Individuals CANNOT be undone. Be very careful when Merging Individuals.     Individuals- Adding Groups  
Fri, Mar 27, 2020 at 1:27 PM
Officer board member contact
Officer/Board Member Contact is a California State wide directory where Units, Councils, District, and State PTAs list and maintain contact information for ...
Fri, Mar 27, 2020 at 1:34 PM
Adding new officers
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...
Fri, Mar 27, 2020 at 1:39 PM
Change an officer
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...
Fri, Mar 27, 2020 at 1:41 PM
Remove an officer from a school year
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...
Fri, Mar 27, 2020 at 1:41 PM
Change contact information for an officer
1.      Select the Officer you wish to change the contact information 2.      Select the “Change Contact Information” button        3. Change desired ...
Fri, Mar 27, 2020 at 1:42 PM
Giving officer access to the account
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...
Fri, Mar 27, 2020 at 1:44 PM
Changing an officers access
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...
Fri, Mar 27, 2020 at 1:45 PM