Operations module

Compliance, elections, dues/billing, and retention surveys — the structured workflows that keep an organization running.

The Operations module handles the structured workflows that keep an organization running: compliance, elections, dues/billing, and retention.

What this module enables

When Operations is enabled for an org:

Surface	Members see	Officers can	Org admins can
Compliance	Their chapter's status	Submit requirements	Build the program, review submissions
Elections	Vote on open ballots	Author chapter elections	Author org-wide elections
Billing	Their invoices, pay	Adjust chapter invoices	Set dues structure, configure processor
Retain	Take surveys	Run surveys, view at-risk lists	Build templates, view org analytics

Members and officers see an Operations group in their sidebar containing:

Org admins see these as separate top-level items in their navigation.

Operations is one of the most-used modules. Most orgs enable it on day one.

Operations is included in most subscription tiers. Check with your platform admin for specifics.

For	Page
Members paying dues	Paying dues & viewing invoices
Members voting	Voting in elections
Officers submitting compliance	Compliance submissions
Officers running elections	Running an election
Officers managing chapter billing	Chapter billing & dues
Officers running surveys	Retain surveys
Org admins setting up dues	Dues configuration & billing
Org admins building compliance	Compliance program
Org admins authoring elections	Election authoring

If any of these is misconfigured, related features in Operations may degrade.

Documents — store compliance evidence files
AI Services — chatbot can answer "What do I owe?" or "When does the election close?"
Data Export — export billing and compliance data