Roster and Membership Tools

Managing your roster is an important part of keeping your organization up-to-date and organized. Roster organization includes:

• Maintaining an accurate member list (adding and removing members)
• Updating leadership roles to ensure correct administrative access
• Ensuring that portal contacts and advisor information is correct

View more information and instructions about how to manage your roster.

Additionally an up-to-date and organized roster in Presence allows you to:

• Quickly communicate with all members via email
• Access your membership information in an excel/downloadable format
• Track membership data that can be helpful for the SOBAC process, grant or other funding source applications and national organization forms (as applicable)