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)