Before creating a Chapter Manager, several key components must exist. The web designer creates the Chapter Manager, components are selected and used in the part. Before creating the Chapter Manager part, make sure the following pieces exist for it:
| □ | In The Raiser's Edge, create a query of your members. In Blackbaud NetCommunity, the query is used to assign rights for the member query role. For more information, see Chapter Management Roles. |
| □ | Establish security for the Content Manager, Data Manager, and Member positions. For information, see Users & Security. |
| □ | Create a Chapter Links part to add links on the website menu for managers and members to access chapter sites. Manager and members only view links to their chapters. You should only create one Chapter Links part for your Chapter Manager part. For more information, see Chapter Links Part. |
| □ | Chapter Page Element part types are used by chapter managers to customize a chapter page on your site. Chapter Page Elements are combined with other parts to create pages that offer dynamic sections (Chapter Page Element parts) for chapter managers to customize and static sections (other parts) for your organization to create elements that cannot be edited by a manager. These pages are designed for members to communicate with other members and managers and for nonmembers to learn about your chapter and hopefully become active members in your chapter. If you select more than one page, you offer managers a set of chapter pages to customize. For example, if your organization has regional chapters, you can create multiple web pages for each chapter. Each page contains one or more Chapter Page Elements for the customization of each regional chapter page. For more information, see Chapter Page Element Parts. |
| □ | Create a web page that contains a User Email Preferences Form part if one does not already exist. With this part, a website user can subscribe or unsubscribe from email lists and opt out of email from your organization. When you create a Chapter Manager, you create an email template that managers use to generate and send email. The email requires you to create a link to a User Email Preferences Form. For more information, see User Email Preferences Form. |
| □ | Create additional web pages for your chapter site. For example, you can create a static web page that cannot be edited by a chapter manager for each local chapter in your organization. For information about how to create web pages, see Pages. |