Adding Chapter State Coordinator

1. Ensure all chapters are tied to a state.
   Go to admin backend and scroll down to Chapters or www.yourwebsite.com/admin/chapters/chapter/
   
   
2. ADMINISTRATORS - Add a coordinating agency by selecting the state and searching for the site user to be assigned.
   Go to admin backend and scroll down to Chapters or www.yourwebsite.com//admin/chapters/coordinatingagency/
   
   
   1. By starting to type the username the rest will be auto-filled for easier selection.
   2. Once an agency with an assigned coordinator is saved, this process generates the state group (multiple coordinating agencies can be added in each state)
      
      
      
   3. All national members will now be auto-assigned to their respective state groups

3. Now when in the chapter module, coordinators will be able to use the dropdown menu to view state and national members.
www.yourwebsite.com/chapters

4. Any members at the national level (as long as state data is required/collected in the national membership application) will automatically appear in their respective state’s group. The coordinator can communicate via simple email form and export users.

5. To view/export/email chapter members the coordinator will use the chapter member search interface, found in their Chapters dropdown menu ("Chapter Members in my State").
A coordinator can search for any chapter members in the state’s chapters and can sort by chapters (within that state only), and other chapter application criteria.

Check out other Tendenci Chapter Management help files here.

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