This setting is still behind the In Dev flag. To set up the user, you’ll need to switch to In Dev but can move back to Release once the users are created. (As of October 15, 2021)

Set Up the Chapter Admins

1. Create the Role and Access Level
   1. Users > Access Levels > Add
   2. Access Level Type is “Chapter Staff - In Development”
   3. Define the Access Levels: Recommend having the System Default to “None” and customizing the following areas based on the needs of the organization
      1. Contacts
      2. Membership
      3. Finance Billing (recommend as View to allow the chapter admin to see open and paid invoices)
      4. Reports (recommend as View)
      5. Info Hub
2. Create the User.
   1. The Chapter Admin is considered a Staff User, set them up there.

It should look something like this:

Assign the Chapter Admin to a Chapter

Now that the access has been assigned we need to tell the system which chapter this admin has rights to.

Navigate to the Chapter Module, select a Chapter and add the chapter admin as the Owner. It’s important that the Role assigned to that user is from what was created in the first step.

What can the Chapter Admin’s Access and Edit?

Here is a short video of what the use sees: https://www.screencast.com/t/IE4DF9IQvs6X (INTERNAL VIDEO ONLY, DO NOT SHARE WITH CUSTOMERS)

Based on the permissions created the Chapter Admin will see something like this when they log in:

When they navigate into a record it will look like this:

Building Reports for your Chapter Admins

As a Staff user you can build and save report that will be visible to the Chapter Admin. When saving a report check the Advanced Options box and you’ll see “Make Available to Chapter Staff.”

This only works on Contact Reports, Membership Reports and Transactions by Contact Reports.

When the Chapter Admin reviews the report it will only display data related to their chapter, not the entire organization.