Set up your chapter
Before you begin, make sure your association account has been created and your administrator has assigned you a chapter role. New associations must first use the website sign-up form.1
Sign in and select your chapter
Sign in to the admin web app. In the chapter selector, choose the chapter you want to manage. Check the chapter name at the top of the sidebar before changing any data.
2
Review the dashboard
Open Dashboard. Review chapter health, chapter admins, members, geographic distribution, and contributions. Use the date range and cadence controls to change the workflow chart.
3
Review general settings
Open Settings → General. Review chapter accounts, payment connections, directory fields, birthday broadcasts, the chapter join link, member notifications, and finance visibility.
4
Create a membership type
Open Settings → Membership Type and start a new type. Complete General Information, Price Configuration, Workflow Settings, and Notification Settings.
5
Prepare the application form
Open Settings → Application Forms. Create or edit the form template that applicants should complete, then associate it with the relevant membership type.
6
Add members
Open Members and select Add Member, or use Upload Members for a CSV import.
7
Review membership workflows
Open Workflow → Application to review new applications. Use Workflow → Renewal for upcoming and in-progress renewals.
8
Connect meeting providers
If you plan to record external meetings, open Settings → Meeting Integrations and connect Google Meet, Zoom, or Microsoft Teams.
9
Schedule a meeting
Open Meetings, choose a date on the calendar, and complete the meeting form. Select either an external link or a generated TransparencyHub meeting.
10
Organize files and projects
Use Drive to store chapter files. Use Projects to create a project board, assign tasks, and track progress.
Each page checks your role permissions. Ask a chapter administrator to update your role if a required action is unavailable.