Usage
With the member's permission, add a spouse/partner for a member using the Add a Life Event action of the CM Hub.
Platform
Chapter Management Hub
Watch the video
Steps
Go to CM Hub > Membership module > Chapter Roster
1. Click on Membership or Manage to navigate to the Membership module in the CM Hub.
2. In the Membership module, select the Chapter Roster tab. Stay on the Select a View for Total Members.
Add a Life Event
3. Locate the member, then use the quick dropdown arrow next to their name and click on Add Life Event.
Add to family and update details
4. On the page that opens, select Add to Family to add the spouse/partner.
5. Click Update Household.
6. Select Spouse/Partner in the options shown.
7. Fill in the details for the spouse/partner.
8. Click Next. The spouse/partner will be added to the member's household.
Things to know
Members can also update this information via their YPO Connect profile.
Before adding or removing a member's information, chapter managers should get the member's permission.
How to get help
Reach out to your regional manager or email [email protected].