For Org / National Admins
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.
- Regional admin — onboardingDay-one walkthrough for a regional admin overseeing N chapters.
- Foundation admin — onboardingStripe credentials, fee config, first campaign, first donation.
- PNM admin — onboardingPNM period setup, apply page, references, GPA gate.
- 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 configurationView your org's storage status; request a dedicated bucket from your platform admin.
- 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 enablementHow licensable modules are toggled for your organization.
- Org Workspace IntegrationConnect Google Workspace or Microsoft 365 and reset a provisioned account's password to a reachable address.
- Slack & Discord integrationsPost events, announcements and alerts to Slack or Discord channels with posting rules.
- Branding & themingSet the org logo and primary color for member-facing surfaces.
Last verified against v0.78.0 (2026-09-01). Link targets checked against the app’s navigation.