Lay Leadership Portal User Instructions

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Lay Leadership Portal User Instructions

Each Local Church is responsible for keeping the names and contact information of their church leaders up to date for Annual Conference. They do this by logging into their individual church’s Lay Leadership Portal and making the changes to the database entries.

If you have questions, please contact Betsy Smith,.

Logging In:

  1. Click here: Portal
  2. Enter your user name and password as provided in the email sent to you.
  3. If you serve multiple congregations, click on the “select church” link in the listing to the left, and select the church whose information you wish to view. If you serve one congregation, skip to step 4.
  4. Click on the “Lay Leadership Information” link in the listing to the left.

 

Verify Contact Info:

  1. For each person in your listing, please click the “Edit” link to the right of each person’s name.
  2. Make any changes to their email address, phone number, and street address by filling in the correct information in the boxes provided. Once you’ve made necessary changes, click the “submit” button.

 

For individuals finishing a Lay Leadership Role:

  1. If you see someone in your listing who is no longer serving in the Lay Leadership “relationship” listed (or for whom an end date has been determined for that position), click the “Edit Relationship” link to the right of their name.
  2. Select the month, day, and year that person will complete their Lay Leadership role.
  3. Click the “submit” button.

 

For individuals moving to a new Lay Leadership Role:

  1. If someone in your listing is taking on an additional leadership role or moving from one leadership role to another, click on the “New Relationship” lick to the right of their name.
  2. From the Relationship Type pull-down menu, select from one of the following roles/relationships:

Administrative Council Chair (aka Church Council or Administrative Board)

Advocacy: Children (aka Champions for Children)

Age-level Ministries: Older Adults (aka Older Adult Council)

Age-level Ministries: Youth (aka Youth Council)

Church Administrator (includes Church Secretary)

Church Treasurer

Finance

Lay Leader

Lay member of Annual Conference (AC), alternate

Lay member of Annual Conference (AC)

Lay servant, certified

Missions/Global ministries (aka Missions Committee)

Outreach/Evangelism/Newcomers ministries

Spiritual formation

Staff/Parish Relations (aka SPRC)

Stewardship

Trustees

UM Men

UM Women

Worship

 

  1. Select the month, day, and year that person began/will begin that particular role.
  2. Click the “submit” button.
  3. ***If that person is moving from one leadership position to another, you will still need to fill in the end date of the first position using the “Edit Relationship” link.

 

Filling In Vacant Lay Leadership Positions:

  1. To assign a lay leadership position to someone not listed in your “Lay Leadership Information” listing, click the “Add Relationship” link in the menu to the left.
  2. Type in the person’s last name (or part of their name). If they are presently listed in the NIC database, then their name will appear in that field.  Click on their name to select.  *** If no name appears skip below to “Filling In Vacant Lay Leadership Positions For New Contacts”.
  3. Select the Lay Leadership position they serve/will serve using the “Relationship Type” pull-down menu.
  4. Select the month, day, and year in which they start/started in that position under “Start Date”.
  5. Click the “submit” button.

 

Filling In Vacant Lay Leadership Positions For New Contacts:

  1. To assign a lay leadership position to someone not listed in your “Lay Leadership Information” listing who is not in the NIC database, click the “Add Contact” link in the menu to the left.
  2. Fill in all of the contact information you have for that person as completely as possible, making sure to select their leadership role using the “Relationship Type” pull-down menu and filling in the month, day, and year they start/started in that position under “Start Date”.
  3. Click the “submit” button.

 

When you have updated your Lay Leadership Information, click the “Logout” link in the menu to the left.

Thank you!

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