Member Roster Verification lets you upload your membership roster — a spreadsheet of your members — so the app can approve members automatically when they sign up, instead of verifying each person by hand. You can also have it place members into the right bargaining unit, group, and work location, and re-check your existing members every time you upload an updated roster.
Where to find it: Log in to the app manager, open Users and Devices, then click Configure Roster. (If you don’t see it, the feature isn’t turned on for your local yet — contact UnionConnect support. Locals that aren’t on self-serve still get a one-time Upload Members Roster button instead of the hub.)
The hub is split into two bands: Set up automatic verification (“Most locals only need these two steps”) and Optional tools (“Available once you’ve set up verification above”).
The hub has up to four steps
- Upload your member roster — a
.csvor.xlsxfile with one row per member. - Decide who gets verified — choose which details a member must match at sign-up to be approved automatically. (Required.)
- Place members automatically — map columns to bargaining unit, group, and location so verified members are filed in the right place. (Optional.)
- Re-check members against your roster — set a unique-ID column so you can reconcile your existing members each time you upload an updated roster. (Optional.)
You name the mapping yourself, so your column headings don’t have to match ours. Matching is case-insensitive and ignores extra spaces.
Two short guides cover the two situations you’ll run into:
- Set Up Roster Verification for the First Time — your first upload.
- Re-Upload an Updated Roster — when you get a newer version of your roster.