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Chapters, regions & people
Setting up chapters and regions

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 People → Regions.
  2. Click New region.
  3. Set:
    • Name (e.g., “Northeast”, “District 5”)
    • Description
  4. Click Save.

Regions are simple containers in the data model — they don’t carry a status flag or a states-covered list today. Assign chapters to a region either when creating the chapter or by editing the chapter’s region field afterward.

Region creation form. Region creation form.

Create a chapter

  1. Open People → 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 typically follow up with:

  • Adding members (manually or via the XLSX bulk import)
  • Promoting at least one member to Officer or President
  • Configuring chapter advisor records (see below)

Dues rates are set at the org level per member type (Undergraduate / Associate / Officer); there are no per-chapter overrides today. → Dues configuration & billing

Suspend or deactivate a chapter

  1. Open People → 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.

Chapter detail tabs

The chapter detail page (People → Chapters → [chapter]) has three tabs:

  • Members — chapter roster with role and status
  • Advisors — ChapterAdvisor records for faculty/staff advisors (v0.53). Add, edit, deactivate.
  • Custom Data — per-chapter values for any chapter-scoped custom fields you’ve configured

Compliance, billing, and lineage views live on their own org-level pages with a chapter filter, rather than as tabs on the chapter detail page.

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.

Org slugs and the public apply URL

Each organization has a slug used in the public PNM apply URL: https://[your-app-domain]/apply/[org-slug]. Set the slug on the PNM Public Page settings card. → PNM program

Related

Last verified against v0.62.1 (2026-05-10).

Chapter detail (admin view)