When the chapter manager clicks the chapter name link, as highlighted below, he/she is redirected to the chapter's profile page. On the chapter's profile page, the chapter manager can edit the chapter's information on the web. The information that the chapter manager can edit is based on the profile controls you drop on the chapter's profile section (e.g., contact information, addresses, pay open orders, etc.). In order for a chapter manager to be able to edit a chapter's profile, he/she needs to be given the correct back office permissions and the Header control MUST be dropped on every page that you want to use the functionality of group management. As a best practice, it is recommended that you do not drop controls that contain sensitive data, such as credit card information, on this page.
In order for the chapter managers to have the ability to view the graphs shown in the image below, the Report control needs to be configured on the page for the Analysis of Chapter Health - MBR1016 report. For more information on how to configure the Report control to show the results from the Analysis of Chapter Health - MBR1016 report, refer to Configuring the Report Control for Analysis of Chapter Health - MBR1016.
To create the Committee profile pages:
1. Create separate pages with the desired profile controls on them. For the list of controls that can be used with the Group Management controls, refer to the Controls that are Compatible with the Group Management section.
2. Drop the Header control on EVERY page that you created in order for the chapter manager to be able to use group management. As a best practice, this control should be dropped on the top of the page.
a. In the Control Settings for the Header control, configure the settings. See Configuring the Web Settings for the Header Control for more information.
Make sure to check the Is Control on Group Member Profile Page checkbox if the Header control is dropped onto the group member's profile home page.
This only needs to be checked for this page so that the system knows which workflow the chapter manager will be completing.
b. Click Save.