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Philanthropy Administrators and Liaisons: What can they do?

Philanthropy Administrators As a rule of thumb, these members have administrative rights within the “Philanthropy” tab. They can add, remove, and modify:  Philanthropies, the list of users associated with those Philanthropies, and Philanthropy Activities.   Philanthropy Liaisons Liaisons are more limited in their power. They can only create, delete, or modify Philanthropy Activities for the Philanthropies they’ve […]

How to use the ‘Forgot your password?’ feature

Are you having problems logging into your ChapterWeb account? Did you forget your password? We have a great tool to help you get back online. To recover your password, follow these steps: Navigate to the page you log in from. Check for a link named “Forgot your password?”. Click it. You will be taken to […]

Premium Addon: How to Create a Subscription List

In order to use the Premium Addon: Newsletter, you sign up for it by contacting support@chapterweb.net. Our support team will then set you up with an account within hours. Login to your ChapterWeb account and go into the Member tab Once in the Member tab, use the filters on the right hand side to filter by […]

Premium Addon: How do I set up the Newsletter Addon?

In order to use the Premium Addon: Newsletter, you sign up for it by contacting support@chapterweb.net. Our support team will then set you up with an account within hours. If you already have a Newsletter account with us, please follow the tutorial below: First, login to your ChapterWeb newsletter account at http://chapterweb.createsend.com Once you have […]

Premium Addon: How do I Edit Newsletter Content?

In order to use the premium add on Newsletter feature, you must first sign up for the Premium Add On by contacting support@chapterweb.net. Our support team will then set you up with an account within hours. Once you have your Newsletter campaign created, you’ll want to start adding in content. 1. If your newsletter is […]

New Report Added for 2.0 Users: Standards Comparison Report

It's finally here! When you log into your ChapterWeb 2.0 account today you'll see that a new report has been rolled out for all Administrators and Hours Administrators on your site. The Standards Comparison Report allows you to run a comparison on hours throughout a specific time period. You can view members who have entered […]

ChapterWeb Online Support Manual

Calendar How do I review my upcoming events? How do I sign up for an event? How do I RSVP for an event? How do I add an event? How do I edit an event? How do I edit event occurrence? How do I delete an event? Communication How do I send an Email Message? How […]

ChapterWeb Display Themes

One of the new features in the next version of ChapterWeb is the ability to customize the look and feel of the ChapterWeb Members section with a number of different display themes, which include a number of different photos. If you are an administrator, you can access this feature by clicking on the “Settings” link […]

How do I delete Philanthropy Liaison’s?

To delete Philanthropy Liaison’s, follow these steps: While under the Philannthropy section, click on the ‘List Users’ link. Select the users that you wish to delete. Click on the ‘Remove Selected’ to complete the user deletion.

How do I add a new Philanthropy Activity?

While in the Philanthropies section, click on ‘Activity’ listed on the right hand side of each Philanthropy. (See item 1) Click on the ‘Add Activity’ button on the right top corner. (See item 2) Enter the name of the new activity. (See item 3) Click on the ‘Add New Activity’ button to complete the process. […]

How do I add a new Philanthropy Liaison?

Only site administrators can add Philanthropy Liaison. While in the Philanthropies section, click on Listed Users on the right side of the Philanthropy you’d like to add a Liaison to. (See item 1) Click on the ‘Add Members’ button which will open up the ‘Add users or Groups of Users’ window. (See item 2) Select […]

How do I add a file category?

Only site administrators or file administrators can add a file category. While in the File section, click on the “File Categories” sub tab. Click on the ‘Add Category’ button on the top right hand corner. Enter the name of the new file category (See item 1). Click on the ‘Add New Category’ button (See item […]

How do I RSVP for an event?

While in the Calendar section, click on the event that you want to RSVP to. Click on the ‘RSVP’ button on the top right corner of the event window to begin the RSVP process. This will open a dialog box that allows you to select RSVP name (See item 1), select whether or not you […]

How do I change themes for my ChapterWeb account?

You can modify themes for your ChapterWeb Account by: On the main console, click on ‘Settings’ tab on the top right corner of the window. Click on the ‘Member Theme’ tab to open the theme selection window. Select the theme that you want for you account. Click on the ‘Apply Selected Theme’ button to complete […]

How do I view reports? (For Users)

All users can only view their own information in Philanthropy Hours, League Hours and Calendar Sign Up Reports. Philanthropy: Philanthropy Detail: Fill in Begin Date, End Date, Philanthropy (select any that apply), Group by, and Report Type. Click on the ‘View Report’ button to generate a .pdf file of the report. Philanthropy YTD: Fill in […]

How do I view reports? (For Administrators)

As a site administrator or report administrator, you are authorized to view reports of all members in your chapter. All reports will be exported as .pdf files. For all report categories (Philanthropy, League and Calendar), the interface will be the same.To create a report, follow these steps: While in the Reports section, click on the […]

How to delete an existing album?

Only site administrators or photos administrators can edit an existing album. To delete an album, follow these steps: While still in the Photos section, click on the album you’d like to delete In the top right corner select the ‘Delete Album’ button. Answer the message box below to complete deletion process.

How do I create a new album?

Only site administrators or photos administrators can create a new album. To add a new album in the photos’ area: While in the Photos section, click on the ‘New Album’ button. Fill in the album’s title, description and viewable by area. (See item 1) If the  ‘Everyone’ box is unchecked, select the viewer group(s) you’d […]

How do I delete a picture?

Only site administrators or photos administrators can delete a picture. To delete a picture, click on the trash bin icon next to the photograph you wish to delete and confirm the message box below.

How do I add photos on ChapterWeb?

Only site administrators or photos administrators can add photos. To add a photo in the photo gallery, follow these steps: Click on the ‘Upload Photo’ button on the top right corner. (See item 1) Fill in the photo’s title, caption, and location of the file (click on the ‘Browse’ button to look for your photo), […]

How can I add a League activity?

Only site administrators or activities administrators can edit an activity. To add a league activity, follow these steps: Click on the ‘Add League Activity’ button. Enter the name of the new league activity and click on the ‘Add New League Activity’ button to save. (See item 1) If you want to exit the ‘Add League Activity’ window without […]

How do I review hours?

You can review either Philanthropy Hours or League Hours under the ‘Hour’ tab by: While under the Hours section, click on ‘Philanthropy Hours Review’ tab OR Click on ‘League Hours Review’ tab; It will open a new window showing all the review entries. (See item 1) On the right hand side, you will be able to filter the review […]

How do I submit my hours?

For site administrators or hour administrators, please make sure that you remember to select the member that you want to add the hours for by clicking on the ‘Select Members’ button on the top right corner. Following these steps to add in your hours: Select whether your hours are ‘Philanthropy Hours’ or ‘League Hours.’ If […]

How do I delete a file?

Only site administrators or file administrators can delete a file. To delete a file, follow these steps: While under the File section, click on the trash bin icon located next to the person’s name who posted the file. Confirm the message box (see image below) to complete the deletion.  

How do I view files?

To view a file, follow these steps: While under the File section begin by removing any default filter if necessary on the right hand side (See item 2). Click on the file you want to view (make sure that you have the software that supports the file you want to view such as Microsoft Word, […]

How do I add a file?

Only site administrators or file administrators can add a file. To add a file, follow these steps: While in the File section, click on the ‘Add File’ button in the top right corner. Fill in the file information: file name (See item 1), file location (click ‘Browse’ to find your file on your computer) (See item 2), […]

How do I edit event occurrence?

Only site administrators or calendar administrators can edit an event occurrence. To edit an event, follow these steps: While still under the Calendar section, click on the event you’d like to edit the occurrence on. In the upper right corner, click on ‘Edit Occurrence’ button; it will open the ‘Edit Event Occurrence’ window. Within this […]

How do I delete an event?

Only site administrators or calendar administrators can delete an event. To delete an event, follow these steps: While still in the Calendar section, click on the even you wish to remove. In the upper right corner, select the  ‘Delete Event’ button to delete the event. Upon deleting the event, a message box will pop up to confirm […]

How do I edit an event?

Only site administrator or calendar administration can edit an event. To edit an event, follow these steps: While still in the Calendar section, click on the event you wish to edit. In the top right corner of the event, click on the ‘Edit Event’ button; it will open the ‘Edit Event’ window. Within the event editor […]

How do I add an event?

Only site administrators or the calendar administrator can add an event on the calendar. To create a new event, please follow these instructions: While still in the Calendar section, browse to the month and year for which you would like to add an event. Find the day you wish to create the event on and […]

How do I sign up for an event?

While still in the Calendar section click on the event that you wish to sign up for to open the event details screen. Click on the ‘Sign Up’ button on the top right corner of the event window to begin the sign up process. This will open a dialog box that allows you to select […]

How do I view the calendar of events?

Main Calendar Page Click on the ‘Calendar’ tab. It will open the calendar for the current month. If you want to view a different month, you can use the green arrows at the top right corner of the calendar to view the previous month (back arrow) or the next month (forward arrow) (See item 1). Click on […]

How to view sent messages?

To send a message, do these steps first: Click on Communication tab Click on ‘Send Message’ button In the ‘Send Message’ window, you can do these followings: You can view all the sent messages in the ‘Sent Messages’ window. You can view the sent messages by clicking on the subject field. If you want to […]

How to view Inbox messages?

Inbox:Click on ‘Communication’ tab à Click on ‘Inbox’ tab To view the inbox messages, do the following Click on ‘Communication’ tab Click on ‘Inbox’ button Click on the subject of the message that you want to view  In the message view, you can perform actions by clicking on the buttons on top right corner of the […]

How to send an Email Message?

To send a message: Click on ‘Communication’ tab Click on ‘Send a Message’ button   The message field has all basic typing and formatting functions that are needed to compose an email. (See button 3) To add recipients: (See button 1) Click on the ‘Add Recipients’ button on the top-right corner of the message.It will […]

ChapterWeb Display Themes

One of the new features in the next version of ChapterWeb is the ability to customize the look and feel of the ChapterWeb Members section with a number of different display themes, which include a number of different photos. If you are an administrator, you can access this feature by clicking on the “Settings” link […]

How do I change a File Category name?

Click on the File Category name 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.

How do I delete File Categories?

Hover your mouse cursor over the File Category you want to delete.A trash can icon will show up to the left of that Category. Click the trash can icon to delete.

How do I change a Member Role/Committee/Status name?

Click on the Member Role/Committee/Status name 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 .

How do I delete Philanthropy Activities?

To delete Philanthropy Activities, follow these steps: Hover your mouse cursor over the Philanthropy Activity you want to delete. A trash can icon will show up to the left of that Activity. Click the trash can icon to delete.

How do I change a Member Role/Committee/Status name?

To change a Member Role/Committee/Status name, follow these steps: Click on the Member Role/Committee/Status name 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.

How do I delete Member Roles/Committees/Statuses?

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 […]

How do I change the Ticktocker Class name?

Click on the Ticktocker Class name in the list, and 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.

How do I delete Ticktocker Classes?

Hover your mouse cursor over the Ticktocker Class you want to delete. A trash can icon will show up to the left of that Ticktocker Class. Click the trash can icon to delete.

How do I add a new Philanthropy?

If you are an administrator, or have Philanthropy administration permissions, you’ll see an ‘Add Philanthropy’ button in the upper-right corner of the main Philanthropies List screen. Click on ‘Add Philanthropy’ will slide down a form with fields for Name, Main Phone, Street, City, State, Zipcode, Members, and Activities. (See button 1) Enter this information and click ‘Add […]

How do I add a new Member?

If you’re an administrator, or have Member administration permissions, you’ll see an ‘Add Member’ button in the upper-right corner of the main Member List screen. Clicking on ‘Add Member’ will slide down a form with fields for First Name, Last Name, Email, Login, Password (and Confirm Password), and Roles. (See button 1) Enter this information and […]

How do I update My Information?

To update your information: Click on the ‘My Information’ link in the upper-right corner of any ChapterWeb screen. It takes you to a view of your information where everyone else in your chapter sees it. To edit or change your information, click on the ‘Edit Member’ button. When you’re done updating your information, click the ‘Save’ button […]