local pta leaders

Administrators will need to assign mandatory roles to members: president, vice president, treasurer, and secretary. The local PTA leaders must be reported to WSPTA state, region, and council (if applicable).
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The individuals that will be assigned must already be in the database. If they are not in the database, add them as members before proceeding. As long as they are in the database, you can update their contact info within the Committees module.
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Topics:
Add new members - This step must be done before assigning local PTA leaders. Please refer to one of the membership setup checklists for how-to documentation.
Assign mandatory roles to local PTA leaders
Assign additional roles to local PTA leaders
Assign Mandatory Roles to Local PTA Leaders
Admins should assign mandatory roles to members through the Committees module.
  1. In the left navigation sidebar, click Committees
     2.  In your committee dashboard, click on the WSPTA card that is displayed
       3.  Click to assign members to roles for President, Vice President, Treasurer, and Secretary
       4.  Locate the person you wish to assign, then select the person’s corresponding Assign button
  • You can use the search bar to search by name or email, then select a header to sort the column.
       5.  Click Continue at the bottom right.

You will be brought back to your committee dashboard. You can continue assigning committee roles until you are finished.

​Optional: Once you have assigned a role, you can change a person’s contact info by clicking the pencil icon. When finished editing the contact info, click Continue to save changes.
Assign Additional Roles to PTA Leaders
After you have assigned the mandatory roles, you can also assign additional roles or edit position names. For example, your local PTA might refer to the president as the CEO, and you can change the position name to reflect that. Your PTA might also have an additional task force for special events or positions that aren’t listed, such as a VP of events. You may choose to add positions and committees.

To add/edit a position and assign a member:
  1. In your committee dashboard, click on the Local PTA Leaders card that is displayed
       2.  Under the Positions tab, click Edit Positions
       3.  From this page, you can add or edit a position

​To add a position, type in the name of the position in the text box, then select how many people may hold the position at the same time.
Click Save and Add Another Position on the bottom right.
To edit the name of a position listed on the right-hand side of the page, select the pencil icon next to the position you wish to edit.
The position details will appear on the left-hand side. Edit the position name, then click Save Changes.
       4.  When you have finished editing/adding positions, click the Finish button at the bottom right

You will be taken back to your committee dashboard wherein you can select the committee and assign a member to the role you created.

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To create a new committee:
Note: While admins can create new committees, they will not be reported to the state. Only the pre-existing committee template will be shared and reported.

  1. Navigate to your committee dashboard and click New Committee near the top left
       2.  Fill in the required general info
  • Committee name
  • Duration details - you may set up committee terms if applicable
       3.  Click Continue at the bottom right

The next page will take you through the process of adding positions. When you have finished adding positions, you can navigate back to your committee dashboard to select the new committee card, then assign roles to members.