Knowledge Base Article

Add Delegates

A delegate is a constituent your organization designates as a representative for a convention, council, or other representative body. You first add the person as a constituent, then designate them as a delegate.

Add a delegate

Go to Voting & Elections > Delegates and click Add A New Delegate.
On the Designate A Constituent As A Delegate screen, start typing to find the constituent. If they are not in Argenta yet, click the add icon to create them first.
Click Add Delegate & Enter Details. This creates the delegate and opens the Delegate Workspace on the Delegate Details page.

The Delegates list header with the search box, the Filter Delegates bar, the Add A New Delegate button, bulk actions, Export to CSV, and the delegate count

Add A New Delegate sits under the filter bar.

The Designate A Constituent As A Delegate panel with a constituent name box, an orange add icon, and the Add Delegate and Enter Details button

Start typing a name, or use the orange add icon to create the constituent first.

Fill in Delegate Details

Record Level Permissions: the Set As View Only and Lock This Record switches.
Delegate Status: In Process, Active, or Inactive.
Delegate Number and Preferred Payment Method.
Delegate Type, Delegate Category, and Delegate Level: pick from the drop-downs, or add a new option with the orange add icon.
Delegate dates: Active Date, Delegate Start Year and End Year (4-digit), Application Date, Nomination Date, Approval Date, and the Delegate Term Start Date, Term End Date, and Renewal Date.
Organization and assignment: Chapter, Division, Department, District, Precinct, Acquisition Source, and Associated Campaign.
Suspension: set Is Suspended? to Yes to record a Suspension Reason, Suspension Start Date, and Suspension End Date.
Inactive: when Delegate Status is Inactive, enter the Inactive Date and Inactive Reason.

The Record Level Permissions row with the Set As View Only and Lock This Record switches

The two permission switches at the top of Delegate Details.

The Delegate Status, Delegate Number, and Preferred Payment Method fields

Delegate Status, the delegate's number, and how they usually pay.

The Delegate Type, Delegate Category, and Delegate Level drop-downs with an orange add icon beside each

The orange add icon adds a new option without leaving the page.

The delegate date fields: Active Date, Delegate Start Year, Delegate End Year, Application Date, Nomination Date, Approval Date, Delegate Term Start Date, Delegate Term End Date, and Renewal Date

The two year fields take four digits. The rest are dates.

The Chapter, Division, Department, District, Precinct, Acquisition Source, and Associated Campaign fields

Pick a District before Precinct will let you choose.

The suspension panel with Is Suspended, Suspension Reason, Suspension Start Date, Suspension End Date, Inactive Date, and Inactive Reason

Switch Is Suspended to Yes and the greyed-out fields open up.

Save with Save All Changes & Continue or Save All Changes & Exit.

The Save All Changes and Continue, Save All Changes and Exit, Delete This Record, and Cancel and Exit buttons

The buttons at the foot of Delegate Details.

The rest of the Delegate Workspace

Beyond Delegate Details, the workspace has Follow-Up, Notifications, Contact Log, Email Log, Delegate Files, Delegate Notes, and Record Permissions tabs. To record what a delegate pays, see Add Delegate Payments.

The Delegate Workspace menu showing Delegate Details, Follow-Up, Notifications, Contact Log, Email Log, Delegate Files, Delegate Notes, and Record Permissions

The workspace menu wraps onto a second line when the window is narrow.