The Junior League

Dear Member Essentials Admins,
We hope you are having a great summer and are making use of your Member Essentials member portal! Here are two new features that are now available. If you are interested in enabling Advisor Groups and/or Vendor Management, please email [email protected].

• Advisor Groups – Create Advisor Groups for any purpose, including Provisionals, Placements, etc. Advisor Groups are created by creating a special type of Access Group, placing members in the group, and designating a group leader, i.e. the advisor. Advisors can collaborate with their members through a GroupShare, including accessing requirements reports.  Members can see their advisor group from the portal home page. To learn more, see Advisor Groups.
  
  
• Vendor Management – Manage vendors and merchants for market events by creating a series of steps and application forms. See Vendor Management - Step by Step.
  
  

Coming Tuesday September 17^th - Inactivation Manager

• Inactivation Manager provides an automated process for resigning or dropping members including automatically removing the member from groups, end-dating current placements, cancelling shift registrations, and more. See Inactivation Manager
  
  

Coming Soon

• New Form Builder Screen – Form Builder will get a redesigned screen allowing sorting, filtering, archiving, and categorizing. See Managing Forms
  
  
• Organization Manager – Manage outside agency/organization contacts and requests for funding and volunteers.
  
  

If you haven’t done so already, please review the Yearly Transition Guide to get your portal up to date for the new League year.

Best,
Member Essentials Support Team

JL MEMBER ESSENTIALS
email: [email protected]
knowledge base: http://support.jl.org