The Goal: Affiliate a member with a chapter — either automatically through a membership type or manually from the member's contact record.
Before You Begin:
- The chapter must already be created in the system before you can affiliate a member to it. See Create Chapters for instructions.
- To add a member via a membership type that includes a chapter, see the instructions on adding a membership.
Step-by-Step Instructions
A member may be added directly to a chapter by adding them to the membership type which includes a Chapter. See the instructions on adding a membership. In addition, when someone applies online and selects a membership type that includes a chapter affiliation, the chapter will be assigned directly in the database.
In addition to the above, members may be affiliated to chapters manually on the contact's Overview tab:
- Open the member's contact record and click the Overview tab.
- In the Chapters section, click the Add (+) button.
- Select the chapter from the list. Only chapters to which the member is not already affiliated will be displayed.
- If this chapter should be the primary chapter for this member, select the Mark As Primary check box.
- Click Done.
The new chapter affiliation is displayed in the Chapters section. The chapter selected as primary is displayed in bold.
Common Pitfalls
- One primary chapter only: A member may have only one primary chapter. See Change a Member's Primary Chapter for information on changing the primary chapter.
- Chapter not in the list: If the desired chapter does not appear in the selection list, the member is already affiliated with that chapter.