How to Add Members
The following will walk you through adding a new member from the Lodge Dashboard. Depending on the membership type—Petition for Membership, Out of Jurisdiction Affiliation, Plural Membership, or In Jurisdiction Transfer—the steps will vary.
Start from the Lodge Dashboard
Click "Add" in the Members area.
Select Membership Type
Choose the appropriate membership type:
Petition for Membership or Out of Jurisdiction Affiliation → Go to Step 4 Plural Membership → Go to Step 7 In Jurisdiction Transfer → Go to Step 12
Note: If selecting Petition for Membership or Out of Jurisdiction Affiliation, and the applicant's name and birthday match an existing member, they will be placed in Pending Candidate status. The Grand Lodge will verify if they are already in the system.
Petition for Membership or Out of Jurisdiction Affiliation
Create Member Fill in the required fields. Click "Create Member."
Save Contact Information Fill in the contact details. Click "Save Contact Information."
Update Member Details Complete any remaining fields. Click "Update."
If affiliating from another jurisdiction: The petition date refers to when they petitioned your Lodge. After Step 5A, notify the Grand Lodge, which will handle the next steps and notify you when complete.
Plural Membership
Search for the Member Enter the member’s ID number in the search box. Press Enter.
Confirm Membership Verify that the name matches. Click "Add as Plural" or "Initiate Transfer."
Upload Documents Upload any required documents. Click "Add Plural Membership."
Lodge Vote Once your Lodge has voted, go to the Lodge Dashboard. Click "Change Membership Status" next to their name.
Finalize Status Change Enter the ballot date and decision. Click "Change Plural / Dual Status."
In Jurisdiction Transfer
Search for the Member Enter the member’s ID number in the search box. Press Enter.
Confirm Transfer Verify that the name matches. Click "Initiate Transfer."
Select Transferring Lodge
Choose the Lodge the member is transferring from.
Next Steps: The Secretary of the originating Lodge must approve or deny the transfer. If approved, the member will appear in your Master Masons list. If denied, the member will be removed from your Lodge Dashboard.
Frequently Asked Questions
- What happens if a new member's information matches an existing member during the 'Petition for Membership' process?
If you select 'Petition for Membership or Out of Jurisdiction Affiliation' and the applicant's name and birthday match an existing member, the system will place them in 'Pending Candidate' status. The Grand Lodge will then verify their status.
- What does 'petition date' refer to when affiliating a member from another jurisdiction, and what are the next steps after entering the information?
For members affiliating from another jurisdiction, the petition date refers to the date they petitioned your Lodge. After completing the initial steps, you need to notify the Grand Lodge to handle the subsequent procedures and inform you of the completion.
- What are the steps to finalize a plural member's status after the Lodge has voted?
After adding a plural member, once your Lodge has voted, you need to go to the Lodge Dashboard, click 'Change Membership Status' next to the member's name, and then enter the ballot date and decision to finalize the status change.
- What happens after I initiate an In Jurisdiction Transfer?
For In Jurisdiction Transfers, after initiating the transfer, the Secretary of the originating Lodge must approve or deny the transfer. If approved, the member will appear in your Master Masons list; if denied, the member will be removed from your Lodge Dashboard.