A Chapter is a logical grouping of People used for access control. An Organization is a collection of Chapters. By default, when you create your Solidarity account you will start with 1 Chapter and 1 Organization.

So when would you create a new chapter? Let's say you're a national organization.

If you are on the Standard Billing Plan or above, you will be able to create additional Chapters and Organizations. Once you do so, it is important to always be aware of the Scope under which you are currently logged in. This is always visible in the top left corner of the Admin Dashboard:

All the resources visible to you in the dashboard, will only be these accessible from the Scope under which you're logged in.

Changing scope in dashboard and app

Accounts with the Standard Billing Plan or higher, will be able to create multiple Organizations and Chapters. If you have multiple Chapters, the top left section of the dashboard will become a dropdown, and you will be able to click it to change your current logged in Scope. Similarly, those with access to multiple Scopes will be able to change their Scope in the app from the settings screen.

Chapter details

Chapters are a core part of Solidarity's data structure - every Person in your database must belong to 1 and only 1 Chapter. A Chapter has a number of attributes that can be viewed and edited from the Settings section of the dashboard.

Every Chapter can have a local phone number from a supported area code for all voice and text communications with People who belong to that Chapter. You can set your Chapter

Incoming calls

Solidarity Tech allows you to customize how incoming calls are routed for your organization, ensuring that calls reach the appropriate person or team member. This feature is accessible in the Chapter Settings and applies to all calls associated with the chapter.

Routing Options

When configuring call routing, you can select from the following options:

1. Route Directly to Voicemail

   • All incoming calls are sent straight to voicemail, bypassing any agents or team members.
   • This is useful for chapters that prefer to handle calls asynchronously.

2. Route to Assigned Agent

   • Calls are directed to the Agent assigned to the contact in the database.
   • If no agent is assigned, calls will default to voicemail.
   • This option ensures that calls are handled by the person most familiar with the contact.

3. Route to Specified Team Member

   • Calls are routed to a specific team member selected in the settings.
   • This is useful for chapters with centralized call handling by a particular team member.

Notes

• Calls from phone numbers not in your database will automatically go to voicemail.
• If the selected recipient does not answer, calls will also go to voicemail.

Chapter voicemail

You can also upload a voice recording to play whenever someone calls your Chapter phone number. Voicemails left will appear in your chat inbox on the dashboard and app.

Organization details

When you create your account, you get a root Organization which sits at the top of your organizational structure. Under this Organization, you can create child Chapters and Organizations. A child Organization may consist of multiple Chapters that belong together. For example, a national organization may have the root Organization be "Rideshare Drivers United - USA." They may want to group the Chapters, for Los Angeles, San Diego, and San Francisco, under an Organization titled "Rideshare Drivers United - California." This would then allow administrators to grant statewide access to certain Team Members and to run statewide Events or Phonebanks.