iMember 2.0 Secretary Worksheet
Use the links below to learn how to complete each of the common tasks of a secretary in iMember 2.0.
REGISTERING AND LOGGING ON
How to register as a member
How to install iMember 2.0 on your phone or mobile device
ADDING NEW APPLICATIONS
Add a new application for membership
- Assign candidate coach
- Generate investigation reports
Add application for affiliation
CHANGING A MEMBER’S STATUS
Change Applicant’s status to Entered Apprentice
Change Entered Apprentice’s status to Fellowcraft
- Add Entered Apprentice proficiency event
- Add Candidate Learning Center event (if candidate doesn’t take the test online)
Change Fellowcraft’s status to Master Mason
- Add Master Mason proficiency event
- Add Candidate Learning Center event (if candidate doesn’t take the test online)
Suspending a member for non-payment of dues
ADDING ELECTION AND INSTALLATION OF OFFICERS
COMMUNICATING WITH MEMBERS
Add post to lodge members
Add lodge event in the calendar
- Send communications
DUES AND NOTICES
UPDATING A MEMBER RECORD
- Add /update a member’s contact information
- Add /update a member’s profile picture
VERIFYING A CALIFORNIA VISITOR’S GOOD STANDING
Searching for a California Mason
Scanning a member’s virtual card
QUESTIONS? PLEASE CONTACT US!
Member Services
1111 California Street
San Francisco, CA 94108
memberservices@freemason.org | (415) 292-9180