How do I change the filter settings?

By |2023-01-19T18:14:51+00:00March 4th, 2013|Categories: Members|Tags: , , , |

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. [...]

How do I import members into ChapterWeb?

By |2023-01-17T20:42:03+00:00December 7th, 2012|Categories: Members|Tags: , , , , , , , |

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 [...]

How do I export members or create a member print directory?

By |2023-01-24T22:09:50+00:00April 11th, 2012|Categories: Members|

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: [...]

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Overview of roles, statuses, and positions

By |2023-01-24T19:04:50+00:00July 6th, 2011|Categories: 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 [...]

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How do I update positions?

By |2023-01-24T21:36:17+00:00May 18th, 2011|Categories: Members|

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 [...]

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How do I add a new class?

By |2023-01-24T22:06:42+00:00April 8th, 2011|Categories: Members|

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.

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How do I change my password?

By |2023-01-25T00:00:50+00:00January 28th, 2010|Categories: Members|

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.

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How do I Change Member Information Update Notifications?

By |2019-04-19T23:08:26+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 [...]

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How do I add a Philanthropy Liaison?

By |2019-04-19T23:08:40+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 [...]

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How do I add a committee?

By |2019-04-19T23:08:40+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 [...]

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How do I update My Information?

By |2019-04-19T23:08:54+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 |2019-04-19T23:08:54+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 |2019-04-19T23:08:54+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 |2019-04-19T23:08:54+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 |2019-04-19T23:09:07+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 |2019-04-19T23:09:07+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 |2023-01-17T20:35:07+00:00April 30th, 2009|Categories: 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 |2019-04-19T23:09:23+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 |2019-04-19T23:09:23+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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