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Managing chapter members

As an officer you can add new members to your chapter, change member statuses, and update profile fields that members can't change themselves.

Open the member directory​

In your sidebar: Members.

You'll see every member of your chapter with avatars, names, status, role, and key fields. Use the filter chips at the top to narrow by status, role, or graduation year.

The chapter member directory. The chapter member directory.

Add a new member​

  1. Click Add member in the top-right.
  2. Choose the entry method:
    • Existing GreekManage user — search their email or name and add them to your chapter
    • New user — enter email; they'll get an invite to set up their account
    • Bulk import — upload a CSV (org admin can do this org-wide too) → Member CSV import
  3. Set their initial status (PNM, Pledge, Undergraduate, etc.).
  4. Set their initial role (Member, Officer, Advisor).
  5. Click Save.

For non-trivial additions (like initiating a pledge class), use the bulk path.

Change a member's status​

  1. Open the member's profile.
  2. Click Edit → Status.
  3. Pick the new status from the dropdown.
  4. (Optional) Set an effective date if it's a future change.
  5. Add a note for the audit log.
  6. Click Save.

If the change requires org admin approval, it routes there automatically and the member sees "Pending."

Change a member's role​

Roles control permissions; statuses don't.

  1. Open the member's profile.
  2. Click Edit → Role.
  3. Pick Member, Officer, President, or Advisor.
  4. Click Save.

You can promote any active member to officer. To demote someone, set them back to Member.

Update profile fields​

Some fields members can't change themselves — pledge class, big-little links, custom org fields. Open the profile, click Edit, change them, save.

Mark a member inactive​

For members on leave, study abroad, or pending review:

  1. Open profile → Edit → Status.
  2. Choose Inactive.
  3. Save.

Inactive members can sign in but don't appear in the active roster, voter list, or recognition feeds.

Saved views​

Common filters can be saved:

  1. Apply your filter (e.g., "Status = Pledge, Graduation = 2027").
  2. Click Save view in the top-right.
  3. Name it.

Saved views appear at the top of the member directory for quick access.

The search bar at the top searches name, email, hometown, major, and custom fields.

Tips​

  • Add notes when you change a status. Future officers will thank you.
  • Don't bulk-change historical statuses. Use effective dates for forward-looking changes.
  • Keep officer transitions clean. Demote outgoing officers, promote incoming ones, ideally on the same day.