For Org / National Admins

National and regional admins configure the platform for the entire organization — its chapters, programs, branding, and integrations.

• Dashboard tourA quick tour of the org-level dashboard and what each card represents.
• Chapters & regionsAdd, edit, archive chapters and assign them to regions.
• Inviting adminsAdd national admins, regional admins, and chapter officers.
• Member CSV / XLSX importBulk-import members with AI-powered column mapping.
• Custom fieldsAdd org-specific fields to member and chapter records.
• Consent templatesManage the consents members and applicants must accept.
• Storage configurationBring your own S3 bucket for org file storage.
• Engage moderationConfigure auto-flag rules and review moderation queues.
• Dues & billingSet rates, cadences, and payment processors.
• Compliance programBuild requirement templates and approval workflows.
• Election authoringBuild org-wide ballots and configure voting rules.
• PNM programConfigure recruitment intake, periods, and consent capture.
• FoundationConfigure Stripe, fund/campaigns, and donor records.
• Learning authoringBuild courses, quizzes, certificates, and assignment rules.
• Reports, exports & auditView org reports and audit logs; export data.
• Module enablementEnable optional modules for your organization.
• Branding & themingSet the org logo and primary color for member-facing surfaces.