This article covers how to add Trustee contact information to the portal. If you need to create new user accounts so that other Trustees have access to the Portal, see this article: Register New User.


To add Trustees to the system, click the blue "Info" button on the top right side of your Home page.



Then, at the bottom of the next page in the "Trustees" section, click the blue "Add Line" button to add a new Trustee.



On the next page, enter all required and relevant information about the Trustee, then click the green "Save" button to add the Trustee, or click the yellow "Cancel"  button to discard.



It is required that you at least provide the Trustee's First Name, Last Name, Position, and when their Term Expires.


To edit the information for an existing trustee, click the action button next to that record and select "Edit".