Chapters

Overview

For organizations with chapters, it is valuable to manage this chapter structure, allow membership applications to be tied to a chapter, provide chapter-based public website content and manage member communication at the chapter level – all providing increased relevance to your members. The Chapters Module makes all of this happen.

Create/Manage Chapters

Setup each chapter, including the chapter name, description, the calendar you’d like assigned to the chapter (allows ability to display relevant events) and a directory the chapter is aligned. Create a list/committee that is aligned to this chapter, which will allow individuals to receive communication related to the chapter.

Create Chapters

1. Select Chapters in the left hand navigation panel. A list of all the chapters currently configured in your system will be displayed.

   

2. Click the Add button.

   

3. Configure the following:
   • Chapter Name - Enter the name of the chapter.
   • Chapter Description - Enter a description of the chapter.
   • Calendar - Select the calendar that you wish to associate to this chapter. You may select from previously created calendars in the drop-down list, or click the to add a new calendar. Click Here for information on creating calendars.
   • Calendar Description - (Optional) Enter a description of the calendar.
   • List/Committees - Select the Lists/Committees to which contacts in this chapter will belong. Creating a list/committee that is aligned to this chapter, to easily allow individuals to receive communication related to the chapter. Click the to add a new list/committee. Click Here for information on creating lists/committees.
   • Directory - Select the directory in which you wish to display the contacts of this chapter, or click the to create a new directory. Click Here for information on creating directories.
   • Owners - Owners may be added to the chapter once the chapter has been saved.
4. Click Done.

Add Owners to Chapters

1. Select Chapters in the left hand navigation panel. A list of all the chapters currently configured in your system will be displayed.

   

2. Click the hyper-link for the chapter to which you wish to add owners.
3. Click the in the Owners section.
4. Configure the following:
   • Contact - Type the name of the contact. The contact must exist in your database.
   • Role - Select the access level the owner will have to the Info Hub from the drop-down list.
5. Click Done.