Staff can only be emailed through Arbor if they have a staff profile, an active business role and an email address logged on their profile.
Step 1 - Create their profile
Use this article to create a profile for the person, selecting the right business role. Make sure all members have the same business role if you want to send an email to only governors, for example.
- Arbor has Governing Body Member as a business role for you to select.
- If you don't see a dedicated business role, it isn't possible to add new ones but you can rename one you're not using.
Make sure to add an email to their profile. You don't have to send the user login details to Arbor if they don't need to access Arbor, only receive emails.
What if they have a profile already?
- Make sure they have an active business role. You can use this article to add a business role to a staff member.
- Make sure they have an email address under the Contact Details section of their profile.
I don't want these profiles to be included in the Workforce Census
You can use this article to exclude staff profiles from the Workforce Census.
Step 2 - Send the email
You can then use this article on Sending an email. You can select Governing Body Member or another business role in the 'To' section. This will send that email to everyone with that role.