Updating and adding member names and emails

This article outlines how to up date the names and emails of existing members in the Dashboard. It also reviews how to add new names and emails to existing units in the Dashboard. We recommend making sure that any updates in the Dashboard reflect the organization or corporation's records!

In this article...

• How to edit/update an existing member
• How to add a new member to an existing unit
• How to add a new unit
• Renaming an attendee in Zoom
• FAQ

How to edit/update an existing member

1. Head over to the  Membership tab in the GetQuorum dashboard meeting card
2. Use the Search bar to look for either the  unit number, the owner's name (you may need to try first and/or last name), or email address.
3. Once you have located the correct owner, click on the unit to open up more information.
4. Click on the owner who made the request, and a new window will pop-up.
5. In the pop-up window, either edit the name or the email address. Hit Save when you're finished! 

How to add a new member to an existing unit

1. Head over to the  Membership tab in the GetQuorum dashboard meeting card
2. Use the Search bar to look for the unit number.
3. Once you have located the correct unit, click on the unit to open up more information.
4. Under Owners, click on + Add Owner; a new window will pop-up.
5. In the window, type in the owner's name and email address (note: both are mandatory); click Add when you're done.

Renaming an Attendee in Zoom

Not seeing the unit in attendance?  Check out the Manual Attendance page for more information!

We recommend renaming attendees to ensure that their name as a participant matches what we have in the GetQuorum system. This also will ensure they're easily identifiable by all panelists, and this is especially important during motions, Q&A ,and nominations.

1.  Find the miss-named attendee and hover over their name until the More button appears. When selected, a dropdown menu with options will appear.
2.  We recommend taking the time to ensure all Attendee Names look like this: (1223) Olivia Benson.

How to add a new unit

Instructions

1. In the membership tab, click on the "Add New Unit" blue button at the top of the page.
2. Name the unit and select the appropriate corporation code from the drop down menu.
3. Click "Add Unit".

FAQ

1. Why would an owner or unit be missing?

Prior to the meeting, GetQuorum obtains the owner data either directly from the manager or from our partner host. Sometimes the owner list will not be complete or not updated: there might be owners missing, there might be an email address that was not provided correctly, or there might be units missing.

2. Why would an owner not have the correct name when they joined the Zoom webinar?

Most likely, the owner may have not used the link that was sent to the email address on file (i.e. shared the link or forwarded it to themselves with a different email).