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Select and manage chapters

Switch chapters

1

Open the chapter selector

Use the chapter selection control in the admin app.
2

Search if needed

Enter a chapter name when the list is long.
3

Select the chapter

Choose a chapter where you have an active role.
4

Verify the selection

Check the chapter name and logo at the top of the sidebar. Members, transactions, meetings, and settings now use this chapter.

Create a chapter or subchapter

1

Open Association

Select Association in the sidebar.
2

Choose where to add it

In the organization hierarchy, open the association to create a top-level chapter or open a chapter to create a subchapter.
3

Select Create Chapter

Start the chapter form from the available hierarchy action.
4

Enter the chapter details

Complete the required chapter fields and review the privacy and configuration options shown in the form.
5

Save

Submit the form, then find the new chapter in the organization hierarchy.
Creating or editing chapters requires the corresponding chapter permission.