Review the Checklist Titles 1 - 5 below and complete what is necessary for your site.
(The bullet points below can be ignored if you already know you how to complete each step. And some may not apply to you at all.)
Happy updating!
*Items to
update varies by site, not all will
apply
1. UPDATE MEMBERS
- Make Member Inactive
- TIP: Assigning a member as Inactive does NOT remove them from a group or forum
- User Manager to edit member or user type
- Add a User/Member Guide, or watch this training video
2. UPLOAD CHAPTER OFFICERS
- Leadership Editor - Add & Edit Officer Title
- Assign Member as Officer
- Assign Spouse as Officer
- Change Display Photo for Officer
- Reorder Officers List
3. UPDATE FORUMS OR OTHER GROUPS
Duplicate Forums - We'll duplicate for you the first week of July for those with July/June chapter year, or within a week upon request, then you may edit as needed. If you have any other groups set with a term you would like duplicated, alert support and we'll take care of this for you. This feature will be available to you soon.
For those without access to ADMIN CONTROL PANEL > GROUP MANAGER
- Populate Forums using temporary Group Editor
- Remove Inactive Member from Forum or Group - temporary editor
- Temporary Group Editor
- For additional Forums or Groups, send a request to support
For those with access to ADMIN CONTROL PANEL > GROUP MANAGER
4. UPLOAD EVENTS
5. UPDATE CONTENT ITEMS - NEWS, POLICIES, INFO, CHAIR MESSAGES
- Take old items offline or delete permanently
- Create a Content Archive
- Create/Edit a Content Item
- Content Item Admin Tools
- Edit Custom Order of Content Archive
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
Waiver of Liability
- Resets on June 30/July 1
- Download/Print the Waiver Report - 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
For assistance with any of these items, reach out to support@chapterpro.com.