Staff

This page is for office staff and operations support volunteers.

Primary Responsibilities

• Invite new volunteers as external Microsoft users.
• Ensure invitation is accepted before troubleshooting deeper issues.
• Maintain committee mailing list membership.
• Coordinate shared role mailbox access changes during transitions.
• Route technical issues to ITHelp.

Monthly Staff Checklist

• Review committee membership updates from chairs.
• Confirm Board reminder workflow is sending as expected.
• Verify role mailbox access for current officers/chairs.
• Escalate unresolved access issues to IT.

Add a New Volunteer

1. Send Microsoft external-user invitation.
2. Confirm volunteer accepted invitation.
3. Add volunteer to committee mailing list.
4. Provide direct committee SharePoint link.

Shared Role Mailbox Transition

1. Remove prior role holder's access.
2. Grant new role holder access.
3. Confirm mailbox appears in new holder's Outlook.

Staff Reminders

• Most volunteers do not need paid licenses.
• SharePoint links are preferred over attachments.
• External users often cannot use direct group-sharing in file dialogs.

Related Pages

• Overview
• FAQ
• Quick Reference
• M365 Email Groups & Roles
• Specialty Topics