Staff and board members not showing up in your report? This could be because they have not been assigned a role. In our system, valid roles are Staff Member, Board Member, Other.
To resolve this issue, navigate to the Participants tab. There, select the participant you would like to update by clicking on their name. Then, in the "Role" field, use the dropdown menu to select an appropriate role i.e., "Board Member", "Staff Member" or "Other". Once their role is updated, the report will automatically refresh this information.
Note: If the participant is working with the organization on a temporary basis, selecting "Other" is fitting.
Have more questions or need assistance? Email us at ccathelp@tccgrp.com.