Adding a New Chapter

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To add a new chapter follow the steps below:

1. Create a new account

  • Login and click on ADMIN, MANAGE ADD-ONS, INVOICE MANAGER.
  • Click ADD in the Account List and put the Chapter Number in the Name field. Set the Charge method, Billing Terms and Notification Method. Click OK.
  • Go to MANAGE USERS, PEOPLE and in the BILLING tab select the new account that you created. Click OK.
  • Next set the Contacts in INVOICE MANAGER by going to MANAGE ADD-ONS, INVOICE MANAGER and then click on the new account. Click SAVE.
  • Next click on TOOLS, CREATE INVOICE, select the account from the drop down and enter all information. Select CHAPTER from the ITEM field and click CREATE INVOICE.

2. Add chapter members to the account.

  • Go to fedmanagers.org/database and click ADD NEW MEMBER. (This can be done by the account's primary contact or an Administrator.)