FAQ: How do I Make a New Contact a Full Member?

Ensure your new contacts become Full Members

Navigation / Location:

After creating a new contact, you may wonder what you need to do to add this person to your Member list.

Every record starts as a Contact. Then, by adding timeline events, you change their status and make them a member by walking through their degrees or initiations.

Your Parent Group may also enter events such as "Cleared" or "Background Check" on a timeline before their degrees or initiations are allowed to be entered. Please contact your Parent Group if you have any questions.

Access / Permissions:

lodgeSecretary, groupReadWrite

User Guide (Scribes, Videos):

Member Record: Add / Edit Member Events

Add Member

Notes:

1. If a member is in "Contact Limbo", please check that their timeline has no highlighted errors, and that they have their initiations or degrees on their record.
2. Your jurisdiction may require Background Checks, Clearance at the Parent Group, or other steps performed by the Parent Group before a secretary can enter degrees on a candidate's record.