ChapterPRO supports three levels of
access to the administrative editors on
your site:
Site Administrator
Manages the site with the highest level of access
- maximum of one per site for one member type, or two per site for two member types
- access to all admin editors
- customize back end settings for permissions and notifications
Site Agent
Typically these are others who also manage the site, i.e. assistant, events coordinator, accountant/bookkeeper, communications.
An officer may want to have a separate officer profile from their member profile to log in with to receive certain notifications (copies of emails/texts) in addition to accessing specific editor(s), i.e. Learning Officer to receive copies of RSVP confirmation emails and view offline events, edit events, view event reports.
- maximum of 8 per site
- customize back end settings for permissions and notifications
- assign access to specific admin editors
Site Privileges - officers/members
Occasionally a member/officer would like access to a specific editor only, i.e. Learning Officer to view offline events, view event reports, or a Communications Officer sending email/texts direct from ChapterPRO (they must select SENDER > send as member to ensure email delivery to inboxes).
These privileges are assigned to their member profile, allowing them to see all of the green admin tools throughout the site, but they may access only those editors they've been assigned. Access to Reports is included.
- maximum of 5 per site
- assign access to specific
editors
Back End Settings Managed by Support
Site Administrator:
SETTINGS
Profile appears in Directory - members may search and find this profile
Show in RSVP list and reports - if marked as attending, will add to the event report totals
PERMISSIONS
View/edit usernames and passwords - allows you to directly provide log in credentials to members
NOTIFICATIONS
Profile changes - receive an email detailing edits made to a profile
Receive all emails sent - defaults bcc for all emails sent, , if set to NO option to receive per email
Receive all texts sent - defaults bcc for all texts sent, if set to NO option to receive per text
RSVP confirmations: None, All, if RSVP is
modified, or if modified after
cancellation cutoff
- a copy of RSVP's sent to your email, a layer of record-keeping in addition to event report
- a copy of RSVP's sent to your email, a layer of record-keeping in addition to event report
EDITORS - ALL
Site Agents assigned to assistants/officers:
SETTINGS
Profile appears in Directory - members may search and find this profile
Show in RSVP list and reports - if marked as attending, will add to the event report totals
PERMISSIONS
View/edit usernames and passwords - allows you to directly provide log in credentials to members
NOTIFICATIONS
Profile changes - receive an email detailing edits made to a profile
Receive all emails sent - defaults bcc for all emails sent, , if set to NO option to receive per email
Receive all texts sent - defaults bcc for all texts sent, if set to NO option to receive per text
RSVP confirmations: None, All, if RSVP is
modified, or if modified after
cancellation cutoff
- a copy of RSVP's sent to your email, a layer of record-keeping in addition to event report
- a copy of RSVP's sent to your email, a layer of record-keeping in addition to event report
EDITORS
Bulletins
Emails + option to send email as site admin
Events
Forums
Content
Member
Officers
Text
Site Privileges assigned to members or officers:
EDITORS
Bulletins
Emails + option to send email as site admin
Events
Forums
Content
Member
Officers
Text
Assignment
ChapterPRO support manages all assignments in the back end settings.
To assign a new site admin, add a site agent or add site privileges for a member, the individual must have a profile. The site admin or agent is responsible for creating a profile if none exists.
The minimum required information is a first and last name and one email address.*
*Some sites may require a date of birth
Fill out this Google form for site admin/agent.
Fill out this Google form for assigning member site privileges.
notify support@chapterpro.com to complete the assignment process.