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 

Reinstating a member

Marking a member as deceased

Demit a member 

ADDING ELECTION AND INSTALLATION OF OFFICERS 

Select officers

Install officers

Add committee members 

COMMUNICATING WITH MEMBERS 

Add post to lodge members

Add lodge event in the calendar

  • Send communications

DUES AND NOTICES

UPDATING A MEMBER RECORD

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

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