Add a new member entering the
required minimum information: first name, last name, email address.
*Birthdate may also be required, varies
by site.
NOTE: One email address is required for members to retrieve login
credentials on their own and receive email sent from ChapterPRO.
TIP: Users were previously called members.
1. Admin Control Panel > USERS > click ADD A USER.
2. type of user > choose a type.
*Not available on all sites
3. Toggle the switches to make user a guest or secondary user.
*Not available on all sites
TIP: Guests profiles do not require an email address.
4. Enter user's name. First and last name are required.
5. Enter at least one email > click ADD.
The new profile has been created.
From here you may either continue adding more users following the steps above,
or
click EDIT PROFILE to add additional information to the profile just created.
TIP: This is optional for the
site
administrator to complete. On the website, the
member may update their profile. If spouse has
edit profile permission (determined at site
setup, and can be changed) they may also update
the profile.
*Edit profile is not available on mobile
app.
IMPORTANT NOTES:
- Default login credentials are
automatically created when you add
new user/member and enter spouse
name.
- Member and spouse (optional) are each
assigned their own user name and
password.
- Member default user name is
firstnamelastname and spouse
default user name is
lastnamefirstname.
- Password default is a randomly
generated three letters three
digits, i.e. joy492.
- Members and spouses may edit their
user name and password after
login.
- Members and spouses may retrieve their
login credentials 24/7.
- On login
screen click First Visit or Forgot
Login buttons and follow
prompts.
- For two-factor authentication, user/member and spouse must be given their default user name.
- Admin may view/edit the member and
spouse user names and passwords,
unless this permission is turned
off for your site.
Click link for steps to Invite New Member
to Access Site.