Managing Board Members in Argenta
Overview
Board members provide oversight, strategic guidance, and help with fundraising to keep a nonprofit aligned with its mission. Tracking board members in Argenta helps manage relationships, monitor tenure, organize activities, and streamline communication.
Finding Board Members
Board members in Argenta are constituents who are designated as board members. You can find them in two places:
- Constituents Menu: From the main menu, select Constituents and then Board Members.
- Organization Menu: From the main menu, select My Organization and then Our Board Members.
Adding a New Board Member
- From the Board Members list, click Add New.
- Use the Constituent Lookup field to find the individual you want to designate as a board member.
- Click Add Board Member and Enter Details to open their workspace.
When you add a board member, Argenta automatically sets their status to Active and their term start date to the current date. You can change both values as needed.
Board Member Workspace
The workspace is divided into two parts: the constituent card and the board member details.
Constituent Card
The constituent card shows key information about the person, including:
- Constituent ID, name, and email address
- Mailing address, city, state, and zip code
- Constituent type (individual, household, or organization). Board members must be individuals.
- Affiliations (e.g., donor, member, volunteer)
- Phone numbers and best contact method/time
If multiple phone numbers exist (cell, home, work), each is displayed.
Board Member Fields
- Status: Automatically set to Active when added. You can change it at any time.
- Term Start Date: Defaults to the current date but can be adjusted.
- Term End Date: Optional; enter if your board uses defined terms.
- Category: Used for grouping, filtering, and reporting. Argenta comes with predefined categories, but you can add new ones directly in the workspace.
- Board Position: Defaults to "Board Member" but can be changed to a specific position like President or Treasurer.
Record Security
- Permissions allow you to control who can view or edit board member records. There are two levels of record permissions.
- View Only: Only users with permission to modify the record can make changes.
- Locked: Only users with permission to view the record can open it.
To adjust permissions, open the Record Permissions tab and designate which users have view or edit access.
Record Audit
The audit section shows:
- Who created the record and on what date
- Who last accessed or modified it and on what date
To see detailed user activity, check your Activity Logs from the top-right menu.
Summary
- All board members are constituents designated as board members.
- You can track status, term dates, categories, and positions.
- Use record-level security to control access and protect data.
- View audit logs for full transparency and accountability.