Members

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How Do I Import Members?

By |2015-05-06T22:05:06+00:00December 7th, 2012|Categories: *Most Popular Posts*, Members, View By: Administrator How To's|Tags: , , , , , , , |

Login to your Chapter's site Click on the tab 'Members' Click on the sub tab 'Member Import' Download the template by clicking on 'Import Template' . Note that once you click on 'Import Template', you will be prompted with a message to download an Excel Spreadsheet.  Once you download the Excel Spreadsheet, you will see two [...]

How can I stop a member from receiving email?

By |2018-11-13T16:43:58+00:00November 2nd, 2012|Categories: Communication, Members, View By: Administrator How To's|

Note:  Only site administrators or Member Administrators are able to edit other members. You will need to contact your site administrator(s) if you are unable to complete the steps below. There are two ways to stop a member from receiving email. Method 1: Setting the member's status to "inactive" Note that this method requires all members [...]

How do I login to my ChapterWeb site?

By |2012-10-17T15:40:36+00:00October 17th, 2012|Categories: *Most Popular Posts*, Members|

In order to login to your web site, you will want to visit your website and click on the 'Member Pages' link. Most organizations have domain names such as: nclridgerock.org ymslridgerock.org etc Alternatively, we also have default web addresses where you can reach your site. They are formatted like this: nclridgerock.chapterweb.net ymslridgerock.chapterweb.net etc Once on the [...]

Philanthropy Administrators and Liaisons: What can they do?

By |2013-06-14T23:47:44+00:00September 28th, 2012|Categories: Members, Uncategorized|

Philanthropy Administrators As a rule of thumb, these members have administrative rights within the "Philanthropy" tab. They can add, remove, and modify:  Philanthropies, the list of users associated with those Philanthropies, and Philanthropy Activities.   Philanthropy Liaisons Liaisons are more limited in their power. They can only create, delete, or modify Philanthropy Activities for the Philanthropies they've been [...]

How do I Set Who Receives Contact Form Emails?

By |2012-06-08T22:16:30+00:00June 8th, 2012|Categories: Communication, Members|

Please note: Only administrators are able to edit members. In order to either remove from, or add someone to, the contact form recipient list please follow these steps: Select the members tab (see item 1 below) Select the member you wish to add or remove from the recipient list (see item 2 below) Click "Edit Member" [...]

How do I Export Members?

By |2012-04-11T03:00:00+00:00April 11th, 2012|Categories: Members|

In order to export members, either into an Excel Spreadsheet or PDF directory, you'll want to follow the instructions below: Login to your ChapterWeb account Go into the Members tab Use the filters on the right hand side to filter the members you'd like to export. Press "Apply View Options" when your filters are set. Press [...]

Print Directory Additions and Improvements

By |2018-11-13T16:10:47+00:00August 2nd, 2011|Categories: Announcements, Members|

We've added a a new PDF export option and given you the ability to better filter your PDF directories from the Member tab. Here are the changes that we've recently made: If you are part of a National Charity League... We've now changed all directory exports to show only the filtered by Class Children. If you [...]

Overview of Roles, Statuses, and Positions

By |2018-11-13T16:44:39+00:00July 6th, 2011|Categories: *Most Popular Posts*, Announcements, Members|

How do roles, statuses, and positions all work together on ChapterWeb? Good question. Roles When you think of roles on ChapterWeb, think of the permissions that you are giving to a member to perform certain tasks. At the very top level you have the Administrator. The Administrator has the ability to read, write, delete, and edit [...]

How do I Update Positions?

By |2014-04-22T16:55:09+00:00May 18th, 2011|Categories: Members|

Please note: In order to update positions on the website, you must be an Administrator. Follow the steps below to update positions: Login to your ChapterWeb account Go into the Member tab and click on the sub navigation item called "Positions." This will give you a list of all Positions currently on your website (see item [...]

How do I Add a New Class?

By |2018-11-13T16:13:02+00:00April 8th, 2011|Categories: Members|

Please note: In order to add a new class you must have Administrator privileges on the website. To add a Child class, follow the steps below: Login to your ChapterWeb account Click on the Member tab In the sub navigation menu, choose the "______ Classes" option (ie. Child Classes, Boys Classes, Young Men Classes) (see item [...]

How do I Print a Member Directory?

By |2010-03-03T14:31:44+00:00March 3rd, 2010|Categories: Members|

In order to print a Member Directory from the website, please follow the steps below: Login to your ChapterWeb account and click on the "Members" tab. Once you're inside the Member screen you'll want to click on the "Export Members" button located on the top right hand side (see item 1 below). Pressing the export button [...]

How do I Change My Password?

By |2010-01-28T15:26:20+00:00January 28th, 2010|Categories: *Most Popular Posts*, Members|

All  members are allowed to change their own passwords within ChapterWeb. Follow the steps below to successfully change your password: 1. Once you have logged in, you'll want to click on your name on the upper right hand corner (see item 1 below).   2. Once you've clicked here you'll be able to see your information. [...]

How do I Change Member Information Update Notifications?

By |2018-09-28T23:21:25+00:00January 11th, 2010|Categories: Members|

Notice: Only Administrators will get Member Information Update Notifications emailed to them. If the radio button is selected in the Settings section of your ChapterWeb account all Administrators will get email notifications when a member has changed their information. In order to change this setting, you can do so by following the steps below: 1. Log [...]

How do I add a Philanthropy Liaison?

By |2009-12-08T16:21:27+00:00December 8th, 2009|Categories: Members, Philanthropies|

Please note, only administrators have the permission to add a Philanthropy Liaison.By adding a member to the Philanthropy Liaison role you are giving that member permissions to add events (for their Philanthropy) to the calendar, edit sign ups for their events, as well as giving them permissions to edit their Philanthropy information. They will not have [...]

How do I add a committee?

By |2009-05-01T15:17:00+00:00May 1st, 2009|Categories: Members|

Please note, only Administrators are able to create committee's.In order to create a committee as an administrator, please follow the steps below. Click on the 'Members' tab in the upper right hand corner Using the sub navigation links, select 'Committees' (see item 1). Once you've entered the Committee's page, select 'Add New Committee' Enter the name [...]

How do I update My Information?

By |2009-05-01T09:35:43+00:00May 1st, 2009|Categories: Members|

To update your member information: While in the Members section, click on the link that says your name in the upper-right corner of any ChapterWeb screen. This link will take you to a view of your member information. To edit or change your information, click on the 'Edit Member' button. When you're finished updating your information, click [...]

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How do I add a new Member?

By |2012-05-25T18:36:43+00:00May 1st, 2009|Categories: Members|

If you're an administrator, you'll see an 'Add Member' button in the upper-right corner of the main Member List screen. Clicking on the  'Add Member' button will slide down a form with fields for First Name, Last Name, Email, Login name, Password, and Member Roles. (See item 1) Enter this information and click 'Add New Member.' [...]

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How do I delete Classes?

By |2018-11-13T16:28:36+00:00May 1st, 2009|Categories: Members|

Click on the 'Member tab' to enter the Member section. Once in this section click on the 'Classes' (this will be Child Class, Young Man Class, etc. depending on your organization) sub link and follow the directions below: Hover your mouse cursor over the Class you want to delete. A trash can icon will show up [...]

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How do I change a Member Role/Committee/Status name?

By |2009-05-01T09:35:00+00:00May 1st, 2009|Categories: Members|

To change a Member Role/Committee/Status name, follow these steps: While in the Member section, click on the Member Role/Committee/Status sub-tab. Click the name you wish to change in the list. It will change to an editable field. When you're done changing the name, click the 'Save' link to the right of the editable field.

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How do I delete Member Roles/Committees/Statuses?

By |2009-05-01T09:35:00+00:00May 1st, 2009|Categories: Members|

Hover your mouse cursor over the Member Role/Committee/Status you want to delete. A trash can icon will show up to the left of that Role. Click the trash can icon to delete. Note that some roles are required, and cannot be deleted. For those roles, you will not see a trash can icon when you hover your [...]

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How do I change a Class name?

By |2009-05-01T09:35:00+00:00May 1st, 2009|Categories: Members|

While in the Members section, click on the 'Class' sub tab. Click the Class name in the list that you wish to change, and it will change to an editable field (see item 1 below). When you're done changing the name, click the 'Save' link to the right of the editable field.

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What are Member Roles?

By |2018-11-13T16:31:17+00:00April 30th, 2009|Categories: *Most Popular Posts*, Members|

Member roles are designed to allow users to administer specific sections of their ChapterWeb site. For example, user 1 can have access to manage the Calendar, while user 2 can have access to manage the calendar and files sections. Default Member Roles Here is a listing of all of the default member roles as well as [...]

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How do I relate one member to another?

By |2012-11-02T21:40:40+00:00April 1st, 2009|Categories: Members|

Note:  Only site administrators or Member Administrators are able to relate members to one another. You will need to contact your site administrator(s) if you are unable to complete the steps below. To relate one member to another, please follow these instructions: Click on 'Members tab' Select the member that you need to relate Click on [...]

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How do I create an address label?

By |2009-04-01T10:05:00+00:00April 1st, 2009|Categories: Members|

To create an address label, please follow these steps: Click on the 'Members tab' on the left side. It will open up the members window. Locate the Export button on the left hand side of the window. Click on the Export Member button to open the window that provides options for exporting. Choose Labels and then [...]

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