Member Transfers Can Be Done Through My.Scouting Portal

A reminder from Mike Wellech, council registrar:

Last November, National updated the portal to allow units to transfer members without submitting applications. Transfers cannot not be done using, or ScoutBook. This will usually create a duplicate profile and is a headache to resolve down the line, plus data and records are sometimes lost when trying to complete a merge due to this type of error.

An adult volunteer can transfer themselves or their child using the “My Applications” tab in the portal.

Unit leaders can transfer youth out of their unit by going to the “Roster”’ feature in “Member Manager” and “Organization Manager,” and selecting the youth who need to be transferred out, then clicking the “Transfer” icon. This will create a transfer application that will be sent to the new unit with the ability to be approved in “Application Manager.” Transfers typically take up to 48 hours to sync with the new unit.

Now for some exciting news: Charter representatives and charter representative delegates are now able to change the positions of anyone in their unit without having to submit an application to council.

The CR or CR delegate logs into his or her profile, clicks on “Menu,” clicks on the unit their volunteer is looking to change positions in, and then clicks on “Organization Manger,” and finally “Position Manager.”

In “Position Manager,” the CR or CR delegate will see all their registered adults for that unit. To change positions, it’s as simple as clicking and dragging. Something to note however: if they’re trying to move someone into a position that only allows one registrant, i.e., the Scoutmaster or committee chair positions, they’ll need to move the current person out in order to open the field up to allow the new person to move in.

It is unsure how this is affected if the youth protection of the person they are changing positions for has expired since the charter was posted.

The charter representative will not be able to change positions of themselves or their executive officer. This still requires an adult application to be completed.

In this article I’ve mentioned the charter representative delegate. This is a functional position National created last summer to assist the CR in accepting online applications, but it basically has all the same powers as the CR. Because of the responsibility of this role, the CR is the only person who can choose the CR delegate. This is not a required role, but it certainly helps those units whose charter reps are not always available.

To choose a CR delegate, the CR follows the steps above to get to “Position Manger” and selects “Functional Roles.” Here they’ll see six different functional roles. They would click the plus sign for the CoR Delegate field, and then select the person they’d like to make the CR delegate. This change can take up to 48 hours to sync.

Note: The number or numbers next to each position informs you of the total number of people allowed for that position. If it’s unlimited, it will only give you one number referring the number of people you already assigned to that role, or zero if none are assigned. The CoR delegate position only allows one person assigned.