Use the Member Role Assignment Workspace

Association Admins can open Leadership Roles from their dashboard to reach Member Role Assignment. The workspace is scoped to the current association.

Review the dashboard

Summary cards show the association's member count, current executives, qualified candidates, dues-compliant candidates, high-activity members, recommendation count, and vacant executive roles. A vacancy means no current member holds that role; it is an indicator, not an automatic appointment request.
Use the tabs to focus on all members, recommended candidates, current leaders, high performance, needs review, role changes, or vote-based candidates. Search by name, email, or current role. You can also:
  • Choose the leadership role you are reviewing
  • Sort by fit score, activity, attendance, dues compliance, recent activity, or current role
  • Apply attendance, activity, voting, and dues thresholds
  • Refresh when recent association activity should change the results
Select a member card for the detailed review. Use find and compare leadership candidates when you need a shortlist rather than an immediate assignment.
If the workspace cannot prepare its data, use Try again or pull to refresh. Troubleshoot Leadership covers missing members, roles, and metrics.