Prerequisites:
Ensure you have administrative rights to access and modify member database fields in the WildApricot platform. A web browser is needed to verify results.
Enabling Member Edit Access for Board Election:
-
Login to WildApricot:
- Navigate to the WildApricot login page.
- Enter your administrator credentials to log in.
-
Access Members Section:
On the dashboard, click on the Members
tab from the left-hand navigation pane.
-
Customize Member Database Fields:
Under the Members
tab, find and click on the Membership fields
option.
- Enable "Active Candidate" and "Candidacy Statement" fields
-
Click on field name
- Look for Member access and change value to Edit, in own profile
- Click Save all changes at the top of the page
Disabling Member Edit Access and Resetting "Active Candidate" After Elections:
-
Login and Access Members Section:
- Follow steps 1 and 2 from the enabling instructions above.
-
Reset Active Candidate Field:
- Navigate back to the
Members
section.
- Choose
List
or Summary
view to see all members.
- Filter or search for members with the "Active Candidate" field set to active or true.
- For each of these members, click on their profile and set the "Active Candidate" field to inactive or false.
- Save the changes for each member.
-
Customize Member Database Fields:
Click on the Membership fields
option under the Members
tab.
-
Locate Board Election Fields Below the "Board" Section:
Scroll down to the board election-specific fields.
-
Disable "Active Candidate" and "Candidacy Statement" fields
- Click on field name
- Look for Member access and change value to "View only"
- Click Save all changes at the top of the page
Tip: Communication is key. Inform members about the start and end dates of the election process, so they are aware of when they can and cannot edit their fields.
#elections