*Items to
update varies by site, not all will
apply
TIP: Not sure if an editor on your site is v1 or v8? Click both links and follow the one that matches your site's appearance.
1. Update Members
- Make members inactive
- Add new members
2. Upload Chapter Officers or other groups
- Assign Member as an Officer - v1
- New editor almost here!
3. Update Forums or other archived groups
- TIP: if you have the V8 upgrade and need additional forums created, send request to support@chapterpro.com including how many more forums needed
- TIP: assigning a member as inactive does NOT remove them from a group/forum
- Populate Forums using Group Editor
- Remove inactive members
- Duplicate Forums - v1
- Duplicate Forums - v8 (temporary until Group Editor upgrade is released)
4. Upload Events and Board Meetings
- Create Events Overview - v1
- Create Board Meetings for Board Members Only - v1
- Create Events Overview - v8
- Create Board Meeting for Board Members Only - v8
5. Update Static Pages – News, Marketplace, Policies, Information etc.
- For V8, you manage these directly. Look for edit pencil when viewing the item.
- For V1, send your updates to support@chapterpro.com
- Take old items offline or delete
6. Masthead/Theme
- Send your own Masthead artwork at our specifications - Masthead - Create Your Own
- Or, send email to support@chapterpro.com to place an order for us to create for you
OPTIONAL
Ask Members to update their profile
Waiver of Liability
- Resets on June 30/July 1
- Download/Print the Chapter Waiver of Liability Overview
Request a review of current Site Agents and their assigned permissions
- Send an email to support@chapterpro.com asking for a list of current Site Agents
- To add a Site Agent, complete this form
- TIP: never make a site admin/agent inactive or edit name to another person, rather alert ChapterPRO support to manage for you
Request a review of all backend settings
- Schedule a call to review settings together
For assistance with any of these items, reach out to support@chapterpro.com. We're happy to help!