How To: Manage Chapter Information

Audience: Chapter Manager

Introduction

This guide presents the most common topics for a Chapter Manager role. Chapter Managers are responsible for maintaining chapter information, including branch locations and affiliated contacts (rosters). Chapter Managers can generate and customize Engage reports to manage this information.

Note: To view the full list of notifications for the Volunteer Journey, click here. (You must be signed into your @scorevolunteer.org account.)

Table of Contents:

• Updating the Chapter Information
• Editing Chapter Branches
• Adding a Paid Contractor
• Adding a New Affiliation
• Editing an Affiliation

Updating the Chapter Account Details

1. From the Engage Homepage, click My Primary Chapter under Helpful Links.
   
   
   
   
2. Click Update Account button.
   
   
   
   
3. Edit the appropriate fields and click Save.
   
                                    
         

Editing Chapter Branches

Note: Chapters cannot add branches in Engage. To add a new branch location, please email engage@score.org.

1. From the Engage Homepage, click My Primary Chapter.
   
   
   
   
2. Under the Branches section, click the drop-down arrow and click Edit.
   
   
   
   
   
3. Edit the appropriate fields for the branch and click Save to submit the changes. 
   
                                                                                                                                                                                                                                                                         

Adding a Paid Contractor

1. From the Engage Homepage, click My Primary Chapter.
   
   
   
2. Click the Add Contractor button.
   
   
   
   
3. Enter in the Contractor’s information. Click Save. (Required fields are: First Name, Last Name, and Email.)
   
   Note: Make sure to enter the contractor’s personal email address on the Email field correctly. After saving all the information, an SVO account is created in Google for the contractor. The SVO account information is sent to the personal email address entered on the Email field on the form. Then, Engage will send an email to the newly created SVO account with instructions on how to log in.
   
                                   
   

Adding a New Affiliation

Note: Use the following steps to add a volunteer from another chapter who is joining your chapter for the first time.

1. Search the volunteer’s profile from the global search box and click the volunteer’s contact record.
   
   
   
   
2. Click the drop-down arrow (to the right of the Request Classification Upgrade button) and select New Affiliation.
   
   
   
   
3. Select your chapter from the drop-down.
   
                                         
   
   
4. Select the applicable position. Select Start Date and then click Next to save the information.
   
                                              
   
   
5. Once saved, the additional chapter will appear under the Organization Affiliations section.
   
   

Editing/Removing a Current Affiliation

Note: Engage does not allow you to delete an organization affiliation. Once a volunteer is affiliated with a SCORE chapter, their contact record will reflect the current and former organization affiliations.

1. From the Engage Homepage, click My Primary Chapter.
   
   
   
   
2. Click Affiliated Contacts to view all the list. Then, select the volunteer by clicking the affiliation record found on the first column.
       
   
   
3. Click Edit Affiliation.
   
   
   
4. Set the Affiliation Status to Former and select an End Date. Then click Save to submit the changes.