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Setting up chapters and regions

Chapters and regions are the structural backbone of your org. Get this right early — it's harder to restructure later.

Create a region​

Regions group chapters by geography or governance. Most orgs have between 4 and 20.

  1. Open Org → Regions.
  2. Click New region.
  3. Set:
    • Name (e.g., "Northeast", "District 5")
    • Description
    • States covered (multi-select)
    • Status: Active or Inactive
  4. Click Save.

Region creation form. Region creation form.

Create a chapter​

  1. Open Org → Chapters.
  2. Click New chapter.
  3. Set:
    • Name (e.g., "Alpha Sigma at State University")
    • Designation (e.g., "Alpha Sigma" — your Greek letters chapter ID)
    • University (free text or pick from your saved list)
    • City, State
    • Region (pick from existing regions)
    • Founded date
    • Status: Active, Inactive, or Suspended
  4. Click Save.

The chapter is created. You'll need to:

  • Assign at least one chapter officer
  • Add members (manually or via CSV)
  • Configure dues for the chapter (or inherit org defaults)

Suspend or deactivate a chapter​

  1. Open Org → Chapters → [chapter].
  2. Click Edit → Status.
  3. Choose:
    • Active — normal operations
    • Inactive — hidden from member directory; no new sign-ins; existing data preserved
    • Suspended — sign-ins blocked, but visible in admin views; usually used during disciplinary action
  4. Add a reason for the audit log.
  5. Save.

Members of suspended chapters see a banner with your reason when they try to sign in.

Re-activate a chapter​

Same steps, set status to Active. The chapter resumes immediately. Members can sign in again.

Move a chapter between regions​

  1. Open the chapter.
  2. Click Edit → Region.
  3. Pick the new region.
  4. Save.

The change is logged. Notifications are sent to the regional admins of both regions.

Bulk operations on chapters​

Use the chapter list:

  1. Org → Chapters.
  2. Filter as needed (status, region, etc.).
  3. Select rows.
  4. Click Bulk actions:
    • Change status
    • Move to region
    • Export to CSV

Naming conventions​

Pick conventions early and document them in your Documents library:

  • Chapter name: "[Greek Letters] at [University]" works well in directories.
  • Designation: short Greek letter form, used in compact UIs.
  • University: full name, no abbreviation.

Tips​

  • Don't over-region. Five regions of 30 chapters works better than 30 regions of 5 chapters.
  • Use "Inactive" instead of deleting. History matters for orgs.
  • Audit annually. Confirm chapter status, regional alignment, and named admin contacts every year.