Chapter Leaders Overview

No matter the region, associations need a way to manage all their members on a global scale. Chapters are a subset of a membership organization associations use to help facilitate member engagement within the chapter’s region. This allows associations to be able to curate to all members’ needs no matter their location. In order to do this effectively, chapter committees and leaders are appointed.

Three things need to be configured in order for leaders to be able to access the portal:

Chapters
Committees and their positions
Chapter Administration settings

Chapter Leader Administration Settings Configuration

Access the Membership and Committees App
Select Setup from the left-hand menu
Select the Chapters sub-menu
Select Portal Settings
Select Enable on the second component on the page which is Chapter Leader Administration

Note: The first component, Override Chapter Center HTML, is like the fourth component, Override View Chapter Member HTML Template - allow the ability to change the HTML of the respective pages from the default

Select Add Chapter Permission
- The first field allows you to select all the Leadership Positions to which the below activities will be applied
- These are the list of activities the chapter leader can be allowed to do should they be selected
  - View Chapter Roster allows the chapter leader to see a basic list of the members within the chapter
  - Update Contact Information allows the chapter leader to update the contact information of any member associated with the chapter
  - Sign Up New Member allows the chapter leader to create a contact and go through the membership application process on behalf of that member
  - Change/Update Chapter Officers allows the chapter leader to add or remove leaders within the chapter
  - Download Saved Queries allows leaders to download queries created and saved by a user in the console
  - Update Chapter Details allows the leader to change or update the chapter information (eg address, number, email, etc.)
  - Update Member Records allows the leader to edit member information
  - Renew Existing Members allows the leader to renew members of the chapter
  - Manage Chapter Documents allows the leader to upload and remove documents available to chapter members
Select Save Changes to save the information or Cancel to exit the box

The next component on the Chapter Portal Settings page allows an association the ability to apply custom forms when updating the contact information of members, updating membership information, and when updating/changing the chapter information.

Portal

Chapter Administration in the Portal

In order to access the leader to access the chapter information and other administrative functions follow the steps below:

Select the Membership Menu
Select My Membership Overview
The Chapter in which the leader (and other members) is part of will be listed under the membership information

Note: If there are documents available to the member it will be at the bottom of the page below the chapter name

Select the highlighted Chapter link

Note: If the member who is not a leader clicks the link nothing will happen

This will take the leader to the Chapter Center
The left-hand menu will display only the functions available to the leader
- Update Chapter Info Link will take the leader to the page to update the chapter information
- Manage Chapter Documents takes the leader to create folders and upload documents for chapter members
- Register a New Member allows the leader to register and create new members
- View [Committee Name] allows the leader to add committee members and different to positions and apply terms to their positions
- [Query Name] allows leaders access to the queries saved within the portal
- Go Back allows the leader to go back to the previous page