View/Edit Chapter Details in the Chapter Portal: As an Admin, the user can access additional details of their chapter.that they have Admin rights to administer) - usually this will be just one chapter, but some Admins handle multiple chapters Chapter Portal home displays a list of all the chapters affiliated with the Admin user (i.e.How to View Chapter Affiliations in the Chapter Portal.Password: Chapter Chapter Chapter Chapter Chapter Admin) Username: If no chapters are appearing for the login above (Nimble may change things), log out and try one of these. Enter the testing chapter admin credentials above to log in.As a logged in Chapter Admin, I need to be able to edit a text field on accounts to enter notes.As a logged in Chapter Admin, I need to be able to export a list or subset of chapter members with demographic information to a csv file.As a logged in Chapter Admin, I need to be able to search for and update an existing constituent account’s demographic information.Chapter Admin Reports/Update Demographics/Export Constituents > Website user with account – nonmember (logged in)Ģ. To add a new Company Affiliation, click Create New Company and follow steps.Search to look up if Company already exists in database (e.g., Nimble) - Add this Affiliation to the account.Try adding an Affiliation (this allows the user to affiliate themselves with a Company in our database - whether already there or a new one they can add).Click Edit My Profile and try to edit/save changes.Review and verify fields presented to the user.Go to Website User Community Hub link:.> Website user with account – member (logged in) Under "Related List Quick Links" select "Chapter Affiliations" to see all Chapters this member is affiliated with.Find and select the account "Chris Manners Test #1".Change "Recently Viewed" to "All Individual Accounts" in dropdown under Accounts.Verify the demographic fields are present on Individual account record, and dropdown pick-lists contain appropriate options.Change "Recently Viewed" to "All Individual Accounts" in dropdown under Accounts, then Sort by "Status↑" to see good testing accounts.Enter one of the provided credentials to log in. Testing Credentials (see Testing Accounts at end):
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