Before you begin
Check the selected chapter
Every admin task runs in the selected chapter.1
Look at the sidebar
Confirm that the chapter name and logo at the top of the sidebar match the chapter you intend to manage.
2
Change chapters when needed
Open the chapter selector and choose another chapter where your account has a role.
3
Confirm the context again
Before adding members, changing settings, or uploading transactions, recheck the selected chapter.
Understand permissions
Your chapter role controls which pages and actions you can use. Permissions cover viewing, creating, editing, and deleting records in areas such as members, finances, meetings, workflows, minutes, settings, roles, and activity logs.Know where records live
Meetings schedules meetings. Gatherings is a separate area for events and tickets.