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Chapter Team Members

  • Updated

Add people to your chapter team, update their title, role, and visibility, remove them, and set the order they appear in. Open the chapter in the Chapter Dashboard, select Settings, then Team.

Chapter team members help run the chapter. On Team, each person is a card under Team Members. The card shows their name, title, and role. People with Visible on community and event pages selected also appear on the chapter page and on event pages, in the order you save here.

Note: If Team is missing under Settings, your role cannot view the chapter team. Add Team Member, Edit, and Remove appear only when your role can do that step. Headquarters chooses the roles in the list and what each role can do. See About role management and permissions.

Add a team member

  1. Open your chapter in the Chapter Dashboard.
  2. Select Settings, then Team.
  3. On the Team Members header, select Add Team Member.
  4. Find the person:
    • If a search box opens, search for them and select Add on their row. Name and email fill in and stay locked.
    • If the form opens with empty name and email fields, enter the name fields the form shows and their email. Use the email on their existing account when they have one.
  5. Enter Title. Title is required. It is the label on the card and on the chapter and event pages. It is separate from Role.
  6. Select a Role. Each option shows the role name and the description headquarters set. Role is required.
  7. Visible on community and event pages is selected by default. Clear it to keep the person on the team without showing them on those pages.
  8. Select Save.

Note: An email that does not match an existing account creates a prospective user. See About prospective users. Cancel leaves without saving. After you pick someone from search, Cancel returns to search.

Important: Some roles are reserved for an admin to assign. Those roles are left off the list. If Save is declined after you choose a role, or you cannot edit or remove someone who already holds a reserved role, ask an admin. See About reserved chapter roles.

Edit a title, role, or visibility

  1. On Settings → Team, open the actions menu (three dots) on the person’s card.
  2. Select Edit.
  3. Change Title, Role, or Visible on community and event pages.
  4. Select Save.

Name and email stay locked. The dialog title stays Add team member.

Remove a team member

  1. On Settings → Team, open the actions menu on the person’s card.
  2. Select Remove.

Remove takes effect immediately. There is no confirmation. The person is taken off this chapter’s team. Their account stays on the site.

Change the display order

The order on Team is the order visible team members use on the chapter page and on event pages.

  1. Open the actions menu on any card and select Sort.
  2. Drag a card by its handle to a new position. While sorting is on, the actions menu is replaced by a check mark.
  3. Select Save order at the bottom of the page.

Save order stays unavailable until you move a card. The check mark turns sorting off. It does not store the order. Select Save order after you move cards, including if you have already selected the check mark.

What each control does

Control Where Result
Add Team Member Team Members header Adds a person with a title, a role, and visibility
Edit Actions menu Changes title, role, or visibility. Name and email stay locked
Remove Actions menu Takes the person off this chapter’s team immediately
Sort, then Save order Actions menu, then the bottom of the page Stores the order used on the chapter page and on event pages