Chapters & Organizations
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
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.
Updated over 1 year ago