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. [...]
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.
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: [...]
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 [...]
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 [...]
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.
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.
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 [...]
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 [...]
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 [...]
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 [...]
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.' [...]
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 [...]
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.
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 [...]
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.
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 [...]
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 [...]