The Sites/Chapters feature allows your organization to set up different locations and assign users and constituents to specific sites or chapters. In the Account Settings page, when activated, there will be a sub-tab to manage the name of the national site and each of the chapters. The National Site/Chapter Designation field is the assignment for all users who will have universal access to all the data across all chapters. We use the term "national" but the organization does not have to have a nationwide presence, this is simply indicating the central or main organization headquarters.

Once the National Site is established, click on the +Add button to add the different chapters (or sites). The chapters can have an internal designation as well as an different External Name if desired. 

Once chapters are created, users can be assigned to be a national user or to a specific chapter. Users who are assigned to a specific chapter can only see their own pages and constituent records assigned to their chapter. They can create new pages, email lists, and add records. Any constituents added to the database via a specific chapter's page or by a chapter user will be assigned to that chapter as well.

National users can see all the data and all of the pages created by all chapters. 

The main grids include the Chapter/Site column.

A constituent could be a member of multiple chapters, for example a constituent who has a membership in both the Boston and Menlo Park chapter's pages, would be assigned to both chapters. Users from either chapter would be able to communicate with that member.