Members

Print Directory Additions and Improvements

We've added a a new PDF export option and given you the ability to better filter your PDF directories from the Member tab. Here are the changes that we've recently made: If you are part of a National Charity League......

Posted by ChapterWeb Support on August 2, 2011 | Read more...

Overview of Roles, Statuses, and Positions

How do roles, statuses, and positions all work together on ChapterWeb? Good question. Roles When you think of roles on ChapterWeb, think of the permissions that you are giving to a member to perform certain tasks. At the very top...

Posted by ChapterWeb Support on July 6, 2011 | Read more...

How do I Update Positions?

Please note: In order to update positions on the website, you must be an Administrator. Follow the steps below to update positions: Login to your ChapterWeb account Go into the Member tab and click on the sub navigation item called...

Posted by ChapterWeb Support on May 18, 2011 | Read more...

How do I Add a New Class?

Please note: In order to add a new class you must have Administrator privileges on the website. To add a Ticktocker class, follow the steps below: Login to your ChpapterWeb account Click on the Member tab In the sub navigation...

Posted by ChapterWeb Support on April 8, 2011 | Read more...

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...

Posted by ChapterWeb Support on August 4, 2010 | Read more...

How do I Filter Members by their Related Members Class?

You can now sort members by their related members class. This means that you can sort the Parent (or related member) by the child's class grade. Follow the steps below to accomplish this: Login to your ChapterWeb account and click...

Posted by ChapterWeb Support on March 19, 2010 | Read more...

How do I Print a Member Directory?

In order to print a Member Directory from the website, please follow the steps below: Login to your ChapterWeb account and click on the "Members" tab. Once you're inside the Member screen you'll want to click on the "Export Members"...

Posted by ChapterWeb Support on March 3, 2010 | Read more...

How do I Change My Password?

All members are allowed to change their own passwords within ChapterWeb. Follow the steps below to successfully change your password: 1. Once you have logged in, you'll want to click on your name on the upper right hand corner (see...

Posted by ChapterWeb Support on January 28, 2010 | Read more...

How do I Change Member Information Update Notifcations?

Notice: Only Administrators will get Member Information Update Notifications emailed to them. If the radio button is selected in the Settings section of your ChapterWeb account all Administrators will get email notifications when a member has changed their information. In...

Posted by ChapterWeb Support on January 11, 2010 | Read more...

How do I add a Philanthropy Liaison?

Please note, only administrators have the permission to add a Philanthropy Liaison. By adding a member to the Philanthropy Liaison role you are giving that member permissions to add events (for their Philanthropy) to the calendar, edit sign ups for...

Posted by ChapterWeb Support on December 8, 2009 | Read more...

How do I add a committee?

Please note, only Administrators are able to create committee's. In order to create a committee as an administrator, please follow the steps below. Click on the 'Members' tab in the upper right hand corner Using the sub navigation links, select...

Posted by ChapterWeb Support on May 1, 2009 | Read more...

How do I update My Information?

To update your member information: While in the Members section, click on the link that says your name in the upper-right corner of any ChapterWeb screen. This link will take you to a view of your member information. To edit...

Posted by ChapterWeb Support on May 1, 2009 | Read more...

How do I add a new Member?

If you're an administrator, you'll see an 'Add Member' button in the upper-right corner of the main Member List screen. Clicking on the 'Add Member' button will slide down a form with fields for First Name, Last Name, Email, Login...

Posted by ChapterWeb Support on May 1, 2009 | Read more...

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

To change a Member Role/Committee/Status name, follow these steps: While in the Member section, click on the Member Role/Committee/Status sub-tab. Click the name you wish to change in the list. It will change to an editable field. When you're done...

Posted by ChapterWeb Support on May 1, 2009 | Read more...

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...

Posted by ChapterWeb Support on May 1, 2009 | Read more...

How do I change a Class name?

While in the Members section, click on the 'Class' sub tab. Click the Class name in the list that you wish to change, and it will change to an editable field (see item 1 below). When you're done changing the...

Posted by ChapterWeb Support on May 1, 2009 | Read more...

How do I delete Classes?

Click on the 'Member tab' to enter the Member section. Once in this section click on the 'Classes' (this will be Ticktocker Class, Young Man Class, etc. depending on your organization) sub link and follow the directions below: Hover your...

Posted by ChapterWeb Support on May 1, 2009 | Read more...

What are Member Roles?

Member roles are designed to allow users to administer specific sections of their ChapterWeb site. For example, user 1 can have access to manage the Calendar, while user 2 can have access to manage the calendar and files sections. Default...

Posted by ChapterWeb Support on April 30, 2009 | Read more...

How do I relate one member to another?

To relate one member to another, please follow these instructions: Click on 'Members tab' Select the member that you need to relate Click on 'Edit Member' button in the right hand corner. Scroll down to the bottom where you'll see...

Posted by ChapterWeb Support on April 1, 2009 | Read more...

How do I create an address label?

To create an address label, please follow these steps: Click on the 'Members tab' on the left side. It will open up the members window. Locate the Export button on the left hand side of the window. Click on the...

Posted by ChapterWeb Support on April 1, 2009 | Read more...