On the Calendar, navigate to the event on which you would like to add a file(s). Once on the event, click the Upload Files button in the top-right. Within the Upload Files modal which pops up, either drag and drop files directly or click the verbiage link to load files from your computer. Once all desired [...]
To change the status of multiple members, on the member page use the filtering to select the members whose statuses you would like to change: Once you have your filtered member list, click the Update button: In the modal that pops up, select Member Status. You can then choose a status to remove and/or a status [...]
Sometimes members are unable to receive emails due to a variety of technical reasons. When this occurs, the member is placed on the Email Bounce List which displays the reason the email was not delivered. ChapterWeb offers a tool to allow you to clear the bounce list to allow for sending to these email addresses. To [...]
To create a shortcut to your ChapterWeb site, locate the browser you are using below and follow the instructions. Chrome Open Chrome. Navigate to your ChapterWeb site. Tap the menu icon (3 dots in upper right-hand corner) and tap Add to home screen. Choose a name for the website shortcut such as ChapterWeb. Chrome will then add [...]
Login to ChapterWeb Account and click on the Public Site link on the top right hand corner of your screen. This will take you to your public homepage. Once you have been taken to your public homepage click on the Settings Cog link on the top-right of your screen to expand the menu and select Page Settings. Clicking on the Page Settings link [...]
Login to ChapterWeb Account and click on the Public Site link on the top right hand corner of your screen. This will take you to your public homepage. Once you have been taken to your public homepage click on the Settings Cog link on the top-right of your screen to expand the menu and select Theme Settings. Clicking on the Theme Settings [...]
Please note: Only Administrators and Content Administrators can add content to the member homepage or public page areas. On the editable page, click on the Edit Content button in the top-right of the page. Within the editing toolbar, select Insert/edit media. In the pop-up window, add the source code snippet from the media source and adjust [...]
Under the Communication tab, click on the sub-tab Send Text Message. Select the recipients for your text in the To field, and compose your text message in the Message Body. Once your text message is ready, click Send at the bottom.
To add an attachment within a ChapterWeb email, click on the Add Attachment button within Send an Email Message. You can then select the file you wish to attach to your email. Once attached, the file will show by name above the Add Attachment button.
Note: Your organization must have an active texting plan in order to use the texting reminders. In the event for which you want to setup a reminder, select the Reminder tab. Select Yes on the Send Reminder option. Within the Time Before section, select when you would like the reminder to be sent. In [...]
On the editable page, expand the cog menu to the top-right of the editable area and select Settings from the menu. In the Settings menu, select the color desired for the background of the row. Click on Apply Settings and the color will now be the background color of that row.
By enabling the calendar payment option, members will be able to easily make a payment to an event using PayPal. Note: Only Administrators will be able to enable the calendar payment option. Step 1: Click on the Settings link (upper-right hand corner after you login) Step 2: Add your PayPal account to the field called [...]
To save a draft of your email in ChapterWeb, click on the Save Draft button at the bottom of the email. This will automatically save your draft. To load a saved draft of a ChapterWeb email, click on the Select Draft button in the top-right. If after loading a draft you want to save a new [...]
Log into your Chapter's site. Go to the Calender tab. Click on an event you wish to copy. Click on 'Copy & Edit Event' in the Manage Event menu. Once copied, edit the event as needed. When you are done, click the Update Event button at the bottom.
Note: Only site administrators have the ability to edit the Settings. You will need to contact your site administrator(s) if you are unable to complete the steps below. Login to your organization's ChapterWeb site and click on Settings in the upper right-hand corner. On the Organization Information page, scroll down to Member and Filter Settings. [...]
To add an event to your personal calendar on your mobile phone: Go to the Calendar. Click on the event you would like to add. Click on “Add to My Calendar”. An iCalendar file will then be downloaded into your Downloads folder. You can then use the downloaded file to add the event to your [...]
Sign-in to your organization's ChapterWeb site. Expand the Members tab and select the sub tab Member Import. On the Member Import page, download the template by clicking on Import Template in the top-right of the page. Once you download the Excel Spreadsheet, you will see two excel sheets: Template Instructions and Member Data. Read the instructions [...]
To stop a member from receiving email messages, you can set the member's status to Inactive within that member's profile. Another method to stop a member from receiving emails is to deactivate the member's login within that member's profile.
On your public website homepage, click on the Member Login icon. Enter your username and password into the login fields and click Sign In. You may also select to stay logged in to your ChapterWeb site.
On your login page, click Forgot your password? On the password reset page, enter your email address and click Submit. You will then be sent an email with further instructions.
To allow a member to receive the email created by a contact form submission, assign the role of Contacts to that member within the member's profile.
On the Members tab, click the Export Members button. On the Export Members modal, select the type of export and fields you would like exported. List Excel: Separates related users into separate rows, allows for multiple fields to be exported, produced in Excel spreadsheet format. Print Directory: Generated in PDF format with per-determined fields. Labels: [...]
On the editable page, click on the Edit Content button in the top-right of the page. Next, click on New Row button to create a new row. This will create a new row with the default content verbiage "Under Construction". If you would like to move the row up or down, click on the up or [...]
In order to view your upcoming events, and your related users events follow the steps below: Login to your ChapterWeb account. Click on the "Calendar" tab. On the right hand side of the page, you will see your Upcoming Events listed above the filter settings. Please note: This will only show your upcoming events that you've [...]
To add a folder: In your ChapterWeb site navigation, open the page Files > Folders. On the File Folders page, you can create a folder by clicking the Add Folder button in the top-right of the page. The Add New Folder modal will then pop-up. Within the Add New Folder modal: Create a name for the [...]
Login to your ChapterWeb account. Navigate to the Photos page. Select the album into which you would like to add the photos. In the top-right of the album page, click the Upload Photos button. In the Photo section of the form, click the Select button. Browse to and select the photos you would like to upload. [...]
Login to your ChapterWeb account. Navigate to the Photos page. Select the photo album you would like to rename. In the top-right corner of the photo album page, click the Edit button. Enter the new name for the album in the Title box. Click the Save button.
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 [...]
Administrators have the ability to capture event signup information. The sign up export shows the member's name, comments, start and end times, as well as phone numbers. To use this feature, please follow the steps below: Go into your Calendar tab and click on an event that has a current sign up list Click on the [...]
Under the Members tab, click on the sub-tab Positions. Adding a New Position To add a new position, click the Add Position button in the top-right of the page. In the Add Position modal, enter a name and description of the Position. You may also select to make the Position disabled. When you are done, click [...]
In order to use the Calendar Filters please follow the steps below: Login to your ChapterWeb account and click on the Calendar tab. Once in the Calendar page you will see the filter options on the right-hand side. Use the drop down menu to select the type of filter you would like to see. You can [...]
Please note: In order to edit an event category you must either be an Administrator or Calendar Administrator on the website. In order to edit an event category, please follow the steps below: Login to your ChapterWeb site and click to open the Calendar sub tabs. In the Calendar sub tab menu, select Event Categories. Once [...]
Please note: To add an event category on the calendar, you must be a calendar administrator or an over all site administrator. In order to add an event category, please follow the steps below: Login to your ChapterWeb site and click to open the Calendar sub tabs. In the Calendar sub tab menu, select Event Categories. [...]
Login to your ChapterWeb account. Navigate to the Philanthropies page. To the right of the desired philanthropy, click on the cog and select Donated Funds. On the Donated Funds page, click Add Donated Funds in thetop-right. Enter the date, donation amount, and any note. Click Save at the bottom.
Under the Members tab, click on the sub-tab Classes. On the Classes page, click the Add Class button in the top-right. On the Add Class page, enter a name for the class and click Add New Class. Click the Add New Class button. The new class will now show below in the Classes list.
Click on the arrow to the right on the Communication tab to open the Communication sub-menu. Once the sub-menu is open, click on Sent Messages. This will open the Sent Messages page which will display your Sent Messages.
Login to your ChapterWeb account and click on the Calendar tab. Once in the tab, click on the event you wish to edit to open its details. Once in the event details hover over the Sign Up list until you see the green move tool located on the left hand side of the name you are [...]
Hello! This week we'll be rolling out some updates to ChapterWeb. This week you can expect to see: Calendar view options Donated Funds management for philanthropies Filtering parents on the reports by their Child classes Calendar View Options Starting this coming week you'll be able to choose the way you view your chapter calendar. You can [...]
Please note: Only Administrators can view the Settings section of the website. To view this section, click on the "Settings" link in the upper right hand corner after logging into ChapterWeb. The first area you will see will be the Organization Information area. This area allows administrators to customize many settings within the website. Organization Name: [...]
It's finally here!When you log into your ChapterWeb 2.0 account today you'll see that a new report has been rolled out for all Administrators and Hours Administrators on your site. The Standards Comparison Report allows you to run a comparison on hours throughout a specific time period. You can view members who have entered hours that [...]
Login to your ChapterWeb account. Navigate to the Reports page. Click the Standards Comparison Report link. Select the Hours Type. Select the date range. (Optional) Select the Member Role. (Optional) Select the Status. (Optional) Select the Position. Select the Comparison to be used. Select the Philanthropy and Activity. Select the Output Type. Click the View Report [...]
Please note: Only Administrators can print Sign In Sheets. If you are a Calendar Administrator or Philanthropy Liaison you print Sign In Sheets for only certain events. Login to your ChapterWeb account and click on the “Calendar” tab. Browse to the event for which you wish to print a Sign In Sheet, and click on the [...]
Please note: Only Administrators can turn off the wait list feature for all events. There are two ways to disable the Wait list feature. The first involves turning off the wait list feature on an event by event basis, the second is to turn it off completely for all events on the calendar. To turn off [...]
Please note: Only administrators have the ability to turn on notifications for certain members to be notified when the calendar has been updated. To set up notifications for certain roles (such as Calendar Administrators) when something has been changed on the Calendar: Login to your ChapterWeb Account and go to Settings. Under Calendar/Event Settings, go to [...]
Login to your ChapterWeb account and click on the “Calendar” tab. Browse to the event you wish to sign up for and click on the event to open up the details. Click on the Sign Up button in the top-right of the event details. Select your name and click Save at the bottom of the window.
Please note: Only administrators, calendar administrators, and Philanthropy Liaisons (when events are for their specific Philanthropy) can delete and add reoccurring events in the calendar. In order to delete just one occurrence in a group of reoccurring events, please follow the steps below: Login to your ChapterWeb account and click on the Calendar tab. Once in [...]
Please note: You will only be able to delete yourself from an event if the creator of the event has specifically allowed deletions. If you cannot complete the steps below, you will need to contact the creator of the event to have yourself deleted. In order to delete yourself from an event, please follow the steps [...]
Please note: Only administrators, Calendar administrators, and Philanthropy Liaisons can add to the calendar. On the Attendance tab for the event, select a date and time to allow signups for the event.
On the email composition page, click on the Advanced User Selection Tool. Once opened, the Advanced User Selection tool will allow you to select different groups within your membership. The availed filters are determined via ChapterWeb site settings. To change the available filters, go to Member and Filter Settings within Settings and select the desired filters.
Login to ChapterWeb Account and click on the Public Site link on the top right hand corner of your screen. This will take you to your public homepage. Once you have been taken to your public homepage click on the Settings Cog link on the top-right of your screen to expand the menu and select Add [...]
Click on the Edit Content button in the top-right of your editable page. Click on the "Insert/edit link" button on the content editor bar. In the window that opens, you may add the URL, display text, and title as well as choose if the link will open in the current or new window. When you are [...]
Browse to the File that you would like to set permissions. Once you are at the file click the "Edit" link located to the right of the file. Uncheck the "Viewable by: Everyone" check box. Once this box has been deselected more options will appear. Select who you would like to be able to view the [...]
Login to your ChapterWeb account Once you are logged in, click on the Hours tab and then either the Philanthropy or League Hours review sub link to begin reviewing your hours. To delete an entry, click on the "Delete" link to the right of the entry. If you wish to edit your hours, you'll want to [...]
Please note: Only administrator and calendar administrators can make the decision whether or not members can delete themselves from an event. This is set on an event by event basis. On the Attendance tab of the event, select "Users can delete themselves up to" and set the length of time before the event members can delete [...]
On the editable page, click on the Edit Content button in the top-right of the page. Click on the "Insert/edit image" button on the content editor bar. In the window that opens, select Upload, navigate to the image you would like to add, and click Save. Your image will now be added to your content area.
Login to your ChapterWeb site and click on the member profile icon at the top of the navigation. On the profile page, click the edit button in the top-right. Enter your new password into both the Password and Confirm Pswd fields. When you have entered your new password, click the Save button at the bottom.
Go to your ChapterWeb site settings. Scroll down to the Member and Filter Settings Select the roles you wish to receive these updates. Save your changes by clicking on the Update button at the bottom of the page.
Login to your ChapterWeb account. Navigate to the Settings page. In the Hour and Report Settings section, select the Fiscal Begin date. Click the Update button at the bottom.
Login to your ChapterWeb account. Navigate to the Philanthropies page. Select the Philanthropy you would like to disable. On that philanthropy page, click Edit Philanthropy in the top-right. Select the Disabled checkbox at the top. Click Save at the bottom.
In order to move a file from one category to another, you'll need to first browse to the file and click the "Edit" link. Once the edit link is clicked a window will pop up with containing the properties of the file. In order to change the category de-select the category you would like to remove [...]
To provide better support for our end-users, we’ve gathered a list of some of the most commonly asked questions regarding the use of ChapterWeb features and provided answers to them below. If you haven't found the answer to your specific question, please feel free to email us at support@chapterweb.net. Calendar & Events Content Editor Hours Member [...]
Under the Members tab, click on the sub-tab Committees. On the Committees page, click the Add Committee button in the top-right. Enter a name for the Committee. Click the Add New Committee button. The new committee will now show below in the Committees list.
Login to your ChapterWeb account. Navigate to the Photos page. Select the album in which the photo you wish to delete is saved. Click the cog in the bottom-right of the photo you wish to delete, and click Delete. Click Ok on the confirmation pop-up.
Login to your ChapterWeb account. Navigate to the Photos page. Select the photo album you would like to delete. In the top-right corner of that photo album page, click the red trashcan button. Confirm the deletion by clicking Ok on the pop-up box which appears.
Login to your ChapterWeb account. Navigate to the Photos page In the top-right corner of the Photos page, click the New Album button. In the modal that appears, give the photo album a name, display order, description, and set who may view the album. Click the Save button.
Login to your ChapterWeb account. Navigate to the Reports page. From the list on the Reports page, select the report which you would like to run. On the page for the report, select all desired criteria. Click View Report at the bottom of the report page. The report will then be downloaded for you to view.
Within the Calendar section, select the event for which you would like to RSVP. To the right of the event name, click on RSVP. In the following window, click on your name, and any others you want to RSVP. You may also indicate the number of guests you will have. When you are finished, click on [...]
Login to your ChapterWeb account. Navigate to the Philanthropies page. To the right of the desired philanthropy, click the cog and select Activities. In the top-right, click the Add Activity button. Enter the name, select if the activity should be enabled, and enter a description. Click the Add New Activity button at the bottom.
Click on the member profile icon at the top of the navigation bar. Click the Edit button in the top-right corner of the profile page. Make your desired member profile changes. When ready, click the Save button in the top-right or the bottom.
Login to your ChapterWeb account. Navigate to the Philanthropies page. Next to the desired philanthropy, click the cog and select List Users. Select the member(s) being removed by checking the box to the left of the member name(s), and then click Remove Selected in the top-right.
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. Enter this information and click 'Add New Member.' Once you've selected this you'll see a new table labeled 'New Members' with your newly added Member listed. To add another Member, simply [...]
Login to your ChapterWeb account. Navigate to the Philanthropies page. Click Add Philanthropy in the top-right. Enter all related information for the philanthropy. Click the Add New Philanthropy button at the bottom.
Login to your ChapterWeb account. Navigate to the Philanthropies page. To the right of the desired philanthropy, click the cog and select Activities. On the activities page, click the Delete button to the right of the desired activity.
Click on the arrow to the right on the Communication tab to open the Communication sub-menu. Once the sub-menu is open, click on Inbox. This will open your Inbox page which will display your Inbox.
One of the new features in the next version of ChapterWeb is the ability to customize the look and feel of the ChapterWeb Members section with a number of different display themes, which include a number of different photos. If you are an administrator, you can access this feature by clicking on the “Settings” link in [...]
Navigate to Compose an Email Message by clicking on Communication in the navigation bar. Add recipients by using the Advanced User Search, or by typing directly into the To line. Enter your email subject in the Subject line. Compose your message body in the Message area. You can also attach files to your email using the [...]
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.
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 [...]
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.
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 [...]
Login to your ChapterWeb account. Navigate to the Photos page. Select the album into which you would like to add the photo. In the top-right of the album page, click the Upload Photos button. In the Photo section of the form, click the Select button. Browse to and select the photo you would like to upload. [...]
Login to your ChapterWeb account. From the Hours sub navigation, select either Philanthropy Hours or League Hours review. On either of those two pages you will be able to review your entered hours.
Login to your ChapterWeb account. Navigate to the Hours page. This will bring up the Submit Hours form. Select the date for which you want to enter hours. Select the type of hours submission; either Philanthropy or League. Choose the related sub-selection for the hours. Enter either/both On-Site and Off-Site Hours. Enter a description for the [...]
To delete a file, while under the File section, click on the trash bin icon located to the right of the file. Confirm the message box to complete the deletion. Remember that file deletion cannot be undone.
Enter the file section and navigate to the file. Click on the file you would like to view (make sure that you have the software that supports the file you want to view; ex: Microsoft Word, Excel, etc.)
Navigate to the folder in which you would like to add the file. Click on Upload File. Select the file you would like to add.
Only site administrators or calendar administrators can edit an event occurrence. Navigate to and select the event for which you want to edit the occurrence. On the event page, select Edit Occurrence from the Manage Event dropdown. Make the changes you want to the event occurrence and then click Update Occurrence at the bottom.
Only site administrators or calendar administrators can delete an event. Navigate to and select the event which you want to delete. On the event page, select Cancel Event from the Manage Event dropdown. A message box will pop up to confirm your deletion of the event and all of its occurrences. Upon confirmation, the event will be cancelled [...]
Only site administrators or calendar administrators can edit an event. Navigate to and select the event for which you want to edit. On the event page, select Edit Event from the Manage Event dropdown. Make the changes you want to the event and then click Update Event at the bottom.
Only site administrators or the calendar administrators can add an event on the calendar. On the Calendar, navigate to the date for which you would like to add an event. Click on the plus sign on that date to open the event editor. On the first page you can name the event and set the date(s) [...]
Only site administrators or the calendar administrators can add an event on the calendar. While in the Calendar section, click on the event for which you want to sign up to open the event details screen. Click on the Sign Up button on the top right corner of the event window to begin the sign up process. [...]
Click on the Calendar tab on the navigation bar. This will open the calendar for the current month. If you want to view a different month, you can use the arrows on either side of the month heading at the top.
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 [...]
Only Site Administrators have the right to edit the public site by following these step: Click on Public Site on the top left corner after logging in Click on the Edit Content icon button in the top-right of the content area In the editor, there are functions that allow admins to format and modify the public [...]
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 [...]
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 [...]
To delete Philanthropy Liaison's, follow these steps: While under the Philannthropy section, click on the 'List Users' link. Select the users that you wish to delete. Click on the 'Remove Selected' to complete the user deletion.
While in the Philanthropies section, click on 'Activity' listed on the right hand side of each Philanthropy. (See item 1) Click on the 'Add Activity' button on the right top corner. (See item 2) Enter the name of the new activity. (See item 3) Click on the 'Add New Activity' button to complete the process. (See [...]
Only site administrators can add Philanthropy Liaison. While in the Philanthropies section, click on Listed Users on the right side of the Philanthropy you'd like to add a Liaison to. (See item 1) Click on the 'Add Members' button which will open up the 'Add users or Groups of Users' window. (See item 2) Select the [...]
Only site administrators or file administrators can add a file category. While in the File section, click on the "File Categories" sub tab. Click on the 'Add Category' button on the top right hand corner. Enter the name of the new file category (See item 1). Click on the 'Add New Category' button (See item 2) [...]
You can modify themes for your ChapterWeb Account by: On the main console, click on 'Settings' tab on the top right corner of the window. Click on the 'Member Theme' tab to open the theme selection window. Select the theme that you want for you account. Click on the 'Apply Selected Theme' button to complete the [...]
All users can only view their own information in Philanthropy Hours, League Hours and Calendar Sign Up Reports. Philanthropy: Philanthropy Detail: Fill in Begin Date, End Date, Philanthropy (select any that apply), Group by, and Report Type. Click on the 'View Report' button to generate a .pdf file of the report. Philanthropy YTD: Fill in Begin [...]
As a site administrator or report administrator, you are authorized to view reports of all members in your chapter. All reports will be exported as .pdf files. For all report categories (Philanthropy, League and Calendar), the interface will be the same.To create a report, follow these steps: While in the Reports section, click on the category [...]
Only site administrators or photos administrators can edit an existing album. To delete an album, follow these steps: While still in the Photos section, click on the album you'd like to delete In the top right corner select the 'Delete Album' button. Answer the message box below to complete deletion process.
Only site administrators or photos administrators can create a new album. To add a new album in the photos’ area: While in the Photos section, click on the 'New Album' button. Fill in the album’s title, description and viewable by area. (See item 1) If the 'Everyone' box is unchecked, select the viewer group(s) you'd like [...]
Only site administrators or photos administrators can delete a picture. To delete a picture, click on the trash bin icon next to the photograph you wish to delete and confirm the message box below.
Only site administrators or photos administrators can add photos. To add a photo in the photo gallery, follow these steps: Click on the 'Upload Photo' button on the top right corner. (See item 1) Fill in the photo’s title, caption, and location of the file (click on the 'Browse' button to look for your photo), and [...]
Only site administrators or activities administrators can edit an activity. To add a league activity, follow these steps: Click on the 'Add League Activity' button. Enter the name of the new league activity and click on the 'Add New League Activity' button to save. (See item 1) If you want to exit the 'Add League Activity' window without saving [...]
You can review either Philanthropy Hours or League Hours under the 'Hour' tab by: While under the Hours section, click on 'Philanthropy Hours Review' tab OR Click on 'League Hours Review' tab; It will open a new window showing all the review entries. (See item 1) On the right hand side, you will be able to filter the review by: [...]
For site administrators or hour administrators, please make sure that you remember to select the member that you want to add the hours for by clicking on the 'Select Members' button on the top right corner. Following these steps to add in your hours: Select whether your hours are 'Philanthropy Hours' or 'League Hours.' If you [...]
Only site administrators or file administrators can delete a file. To delete a file, follow these steps: While under the File section, click on the trash bin icon located next to the person’s name who posted the file. Confirm the message box (see image below) to complete the deletion.
To view a file, follow these steps: While under the File section begin by removing any default filter if necessary on the right hand side (See item 2). Click on the file you want to view (make sure that you have the software that supports the file you want to view such as Microsoft Word, Excel, [...]
Only site administrators or file administrators can add a file. To add a file, follow these steps: While in the File section, click on the 'Add File' button in the top right corner. Fill in the file information: file name (See item 1), file location (click 'Browse' to find your file on your computer) (See item 2), description, [...]
Only site administrators or calendar administrators can edit an event occurrence. To edit an event, follow these steps: While still under the Calendar section, click on the event you'd like to edit the occurrence on. In the upper right corner, click on 'Edit Occurrence' button; it will open the 'Edit Event Occurrence' window. Within this window [...]
Only site administrators or calendar administrators can delete an event. To delete an event, follow these steps: While still in the Calendar section, click on the even you wish to remove. In the upper right corner, select the 'Delete Event' button to delete the event. Upon deleting the event, a message box will pop up to confirm your [...]
Only site administrator or calendar administration can edit an event. To edit an event, follow these steps: While still in the Calendar section, click on the event you wish to edit. In the top right corner of the event, click on the 'Edit Event' button; it will open the 'Edit Event' window. Within the event editor you [...]
Only site administrators or the calendar administrator can add an event on the calendar. To create a new event, please follow these instructions: While still in the Calendar section, browse to the month and year for which you would like to add an event. Find the day you wish to create the event on and click [...]
While still in the Calendar section click on the event that you wish to sign up for to open the event details screen. Click on the 'Sign Up' button on the top right corner of the event window to begin the sign up process. This will open a dialog box that allows you to select attendee [...]
Main Calendar Page Click on the 'Calendar' tab. It will open the calendar for the current month. If you want to view a different month, you can use the green arrows at the top right corner of the calendar to view the previous month (back arrow) or the next month (forward arrow) (See item 1). Click on the [...]
To send a message, do these steps first: Click on Communication tab Click on 'Send Message' button In the 'Send Message' window, you can do these followings: You can view all the sent messages in the 'Sent Messages' window. You can view the sent messages by clicking on the subject field. If you want to forward [...]
Inbox:Click on 'Communication' tab à Click on 'Inbox' tab To view the inbox messages, do the following Click on 'Communication' tab Click on 'Inbox' button Click on the subject of the message that you want to view In the message view, you can perform actions by clicking on the buttons on top right corner of the email: [...]
To send a message: Click on 'Communication' tab Click on 'Send a Message' button The message field has all basic typing and formatting functions that are needed to compose an email. (See button 3) To add recipients: (See button 1) Click on the 'Add Recipients' button on the top-right corner of the message.It will open [...]
One of the new features in the next version of ChapterWeb is the ability to customize the look and feel of the ChapterWeb Members section with a number of different display themes, which include a number of different photos. If you are an administrator, you can access this feature by clicking on the “Settings” link in [...]
Click on the File Category name 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.
Hover your mouse cursor over the File Category you want to delete.A trash can icon will show up to the left of that Category. Click the trash can icon to delete.
Click on the Member Role/Committee/Status name 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 .
To delete Philanthropy Activities, follow these steps: Hover your mouse cursor over the Philanthropy Activity you want to delete. A trash can icon will show up to the left of that Activity. Click the trash can icon to delete.
To change a Member Role/Committee/Status name, follow these steps: Click on the Member Role/Committee/Status name 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.
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 [...]
Click on the Child Class name in the list, and 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.
Hover your mouse cursor over the Child Class you want to delete. A trash can icon will show up to the left of that Child Class. Click the trash can icon to delete.
If you are an administrator, or have Philanthropy administration permissions, you'll see an 'Add Philanthropy' button in the upper-right corner of the main Philanthropies List screen. Click on 'Add Philanthropy' will slide down a form with fields for Name, Main Phone, Street, City, State, Zipcode, Members, and Activities. (See button 1) Enter this information and click 'Add New [...]
If you're an administrator, or have Member administration permissions, you'll see an 'Add Member' button in the upper-right corner of the main Member List screen. Clicking on 'Add Member' will slide down a form with fields for First Name, Last Name, Email, Login, Password (and Confirm Password), and Roles. (See button 1) Enter this information and click [...]
To update your information: Click on the 'My Information' link in the upper-right corner of any ChapterWeb screen. It takes you to a view of your information where everyone else in your chapter sees it. To edit or change your information, click on the 'Edit Member' button. When you're done updating your information, click the 'Save' button at [...]