System Administrator Support

Client Logo Requirements for Epicenter

There are two places where client logos are displayed in Epicenter. One is the top of Epicenter web pages and the other is at the top of reports. In both the web pages and in reports, the logos are place...

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Board Member Setup: Step 1 - Create Seats and Terms

After a board has been created in Board Center, the first step to adding the board members is creating the seats. If you are collecting Term information for the board members, you will also add the Term for ea...

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Board Member Setup: Step 2 - Set Up Board Candidates & Add Board Members

In order to add board members to a board, you have to first set them up as candidates. To learn how to add candidates and promote them to the board, watch this video and/or read the instructions below: I...

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Board Member Setup: Step 3 - Assign Roles to Board Members

Once a candidate has been promoted to the board, they will be given the default role setup on your Epicenter site (for example, Director). You can then assign to him/her a more specific role (or roles). To lea...

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Board Member Setup: Step 4 - Depart and Reappoint Board Members

After you add all the active board members to each board, the ongoing maintenance will include any contact or role changes, adding notes to the board or board members, departing board members, and reappointing ...

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Can a candidate be removed but remain in the system?

If for some reason a candidate doesn't become a board member, you can remove the candidate from the pool but still keep the person's contact information and any notes that were written. First, select the Board...

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Board and Board Member Notes

There is a Notes section found on the Overview tab of every board and within each Board Member Detail page of all the board members. To write a new note, select the New Topic button. You can then enter...

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Board Seat Expiration Date is Missing

A board member Seat will only display a Last Term Expiration date if the board is set up with a Term Length. The Term Length for board members is listed on the Board Setup page. Typically, the number of years...

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Entered wrong effective start date for Board Member

Once you promote a board candidate to the board, you can update their original effective start date. This is done by selecting the member from the Members tab; within their Terms Served section, select the Appo...

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Picking Your Epicenter System Administrator

The Epicenter System Administrator is the most crucial role within the setup process. It’s important to choose someone who is dedicated to fulfilling these responsibilities. GENERAL STATEMENT OF RESPONSIBILITY...

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