View By: Administrator How To’s

How Do I Turn On the Reminder Feature?

Only site administrators, calendar administrators or philanthropy liaisons can turn on the reminder function for events.  Set up reminders for signups Set up reminders for a specific group Set up reminders for signups: Create event on your calendar. Note: To read up on how to create an event, click here. Click on the tab called […]

How Do I Clear My Browser’s Cookies and Cache?

Google Chrome Mozilla Firefox Internet Explorer 8 and higher Mobile Safari for iOS (iPhone, iPad, etc.) Safari Google Chrome Within your web address bar, enter: chrome://settings/clearBrowserData Choose the following: Mozilla Firefox From the History menu, select “Clear Recent History”. Note: If your menu bar is hidden, press ALT on your keyboard to make it visible. […]

How Do I Add A Background Color To A Table Cell?

To learn how to create a table cell, please visit this article called “How Do I Create A Table Cell?” Note: You must be an Administrator or Content Administrator in order to edit content on the website. Click on the icon Right-click inside of a table cell Choose Cell Properties from the list Click on the […]

How Do I Create A Table Cell?

Note: You must be an Administrator or Content Administrator in order to edit content on the website. Click on the icon Click on the icon Hover over the the square in the upper-left hand corner Note: When you hover over a square, it will turn gray Click on your square that is now gray Note: […]

How Do I Enable the Calendar Payment Option?

By enabling the calendar payment option, members will be able to easily make a payment to an event using PayPal. Note: Only Administrators will be able to enable the calendar payment option. Step 1: Click on the Settings link (upper-right hand corner after you login) Step 2: Add your PayPal account to the field called […]

How I Do I Create Anchor Tags To Jump To Specific Location On A Page?

By including an anchor tag within a content page, you can place links in the body of your post which when clicked allow the reader to jump to another location on the page. Note: Only Administrators and Content Administrators can edit a content page. This sample web page will be used during our tutorial: Click […]

How Do I Add a PayPal Button to a Content Page?

Note: Only Administrators or Content Administrators will be able to edit content pages. Drop-down menus are not compatible with the content pages within your ChapterWeb / CollectiveWeb site.  Part I : Within PayPal Log into your PayPal account. Click on the button called “Let’s Make a Button”. Choose either the “Buy Now”, “Pay Now” or […]

How Do I Access the Table / Cell Properties? (Mac)

For PC users, a simple right click inside a table cell will generate a list of cell options (Figure 1). However, if you are a Mac user, accessing the cell options in addition to the table / cell properties is different.     For Mac users, you’ll want to click on the “Insert Tables” icon […]

How Do I Copy an Event?

Log into your Chapter’s site Go to the Calender tab (see Figure 1)   Click on an event you wish to copy Click on ‘Edit Event’ (see Figure 2)   Once you click on ‘Edit Event’, change the date in ‘Start Date‘ (see Figure 3).   Once you change the start date of the event, […]

How Do I Change my Filters Settings?

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.   Firstly, login into your Chapter’s site. Once you do, you will see the ‘Settings’ option in the upper right-hand corner (See Figure 1). Click ‘Settings’.   […]

How Do I Import Members?

Login to your Chapter’s site Click on the tab ‘Members’ Click on the sub tab ‘Member Import’ Download the template by clicking on ‘Import Template’ . Note that once you click on ‘Import Template’, you will be prompted with a message to download an Excel Spreadsheet.  Once you download the Excel Spreadsheet, you will see […]

How can I stop a member from receiving email?

Note:  Only site administrators or Member Administrators are able to edit other members. You will need to contact your site administrator(s) if you are unable to complete the steps below. There are two ways to stop a member from receiving email. Method 1: Setting the member’s status to “inactive” Note that this method requires all […]

How do I Run a Report for Related Members by Class?

In order to run a report for related members by class you'll want to follow the steps outlined below. You'll use this option if you are an NCL to view: Patronesses by Ticktocker Class You'll use this option if you are a YMSL to view: Mom's by Young Men's Class You'll use this option if […]

How do I Change the Order of a Sign Up or Wait List?

Please note: In order to change the order of a sign up or wait list you must be an Administrator, Calendar Administrator, or Philanthropy Liaison (editing your own event). Login to your ChapterWeb account and click on the Calendar tab. Once in the tab, click on the event you wish to edit to open it's […]

How do I Copy an Event?

Please note: In order to copy an event you must be an Administrator, Calendar Administrator, or a Philanthropy Liaison. In cases where you are trying to add multiple events that have the same information (maybe just different dates or time frames) you'll want to use the "Save as New Event" feature. Below are the steps […]

How do I Add a Focus Philanthropy? (Admins Only)

Please note: Only administrators can add a Focus Philanthropy to a particular class. In order to add a focus philanthropy to a specific class in your chapter, please follow the steps outlined below: Login to your ChapterWeb account and click on the Member tab. If you are an NCL chapter you'll see "Ticktocker Classes" as […]

How do I Add Custom Color Codes to the Content Editor?

Please note: Only Content Administrators and over all site Administrators can edit content areas of the website. Follow the steps below to add in your own custom colors to the content editor to change font colors, background colors, etc. In order to add custom color codes to your content editor begin by logging into your […]

Org Info Area Overview (Administrators Only)

Please note: Only administrators can view the Settings section of the website. To view this section, click on the “Settings” link in the upper right hand corner after logging into ChapterWeb. The first page you will see will be the Org Info area. This area allows administrators to customize many settings within the website. View […]

How do I add a link to a File from an External Site or Newsletter?

ChapterWeb users have access to two types of file structure: Folder and Category. Follow the links below for specific instructions using… the Folder file structure. the Category file structure. Category File Structure Login to your ChapterWeb account and click on the “Files” tab Locate the file that you would like to link to, and click on the […]

How do I use the Standards Comparison Report?

Please note: Only Administrators and Hours Administrators can run this report. In order to run the Standards Comparison Report, please follow the steps below: Login to your ChapterWeb account click on the Reports tab. Once in this tab, select the Standards Comparison Report. When the report has opened, select the Hours type that you wish […]

How do I Print Out a Sign In Sheet?

Please note: Only Administrators can print off sign in sheets from the website. If you are a Calendar Administrator or Philanthropy Liaison you can print off sign in sheets for only certain events in the Calendar tab. There are two ways to print off sign in sheets for your events or meetings, one way is […]

How do I Disable the Wait List Feature?

Please note: Only administrators can turn off the wait list feature for all events. There are two ways to disable the Wait list feature. The first involves turning off the wait list feature on an event by event basis, the second is to turn it off completely for all events on the calendar. Please follow […]

How do I Set Up Notifications for When the Calendar is Updated?

Please note: Only administrators have the ability to turn on notifications for certain members to know when the calendar has been updated. In order to set up notifications to let a certain group know (such as Calendar Administrators) when something has been added to the Calendar you'll want to follow the steps below:  Login to […]

How do I Delete Just One Occurrence in a Reoccurring Event?

Please note: Only administrators, calendar administrators, and Philanthropy Liaisons (when events are for their specific Philanthropy) can delete and add reoccurring events in the calendar. In order to delete just one occurrence in a group of reoccurring events, please follow the steps below: Login to your ChapterWeb account and click on the Calendar tab. Once […]

How do I Schedule for Sign Ups to Open On a Certain Date?

Please note: Only administrators, Calendar administrators, and Philanthropy Liaisons can add to the calendar. In order to schedule sign ups for an event to open on a specific date, you'll want to use the following steps below. Login to your ChapterWeb account and click on the Calendar tab. Once in the Calendar tab, select the […]

How do I Allow Members to Remove Themselves from an Event?

Please note: Only administrator and calendar administrators can make the decision whether or not members can delete themselves from an event. This is set on an event by event basis. In order to allow members to delete themselves from an event, follow the steps below: Login to your ChapterWeb Account Go to the Calendar tab […]

How do I add an event?

Only site administrators or the calendar administrators can add an event on the calendar. To create a new event, follow these steps: 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 click the 'Add Event' button located towards […]

How do I Sign Up Myself or Others for An Event? (Admin)

Please Note: Only administrators, calendar administrators, or philanthropy liaisons (if it is their event) can sign up others for events. While in the Calendar section, click on the event that you want to sign up for to open the event details screen. Click on the 'Sign Up' button on the top right corner of the […]