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 
 
 Send Microsoft external-user invitation. 
 Confirm volunteer accepted invitation. 
 Add volunteer to committee mailing list. 
 Provide direct committee SharePoint link. 
 
 See also: SOP: Add a person to a committee mailing list 

 
 
 Shared Role Mailbox Transition 
 
 Remove prior role holder's access. 
 Grant new role holder access. 
 Confirm mailbox appears in new holder's Outlook. 
 
 See also: SOP: Leadership transition for role inbox 

 
 
 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