Manage an organization connection and sharing

Before you begin

Organization staff need connection/report permission. Only an authorized chapter administrator can approve a connection or change chapter sharing.

1
Organization staff send a connection request to the intended chapter.
2
A chapter administrator reviews and approves or declines it.
3
The chapter selects individual datasets such as current member counts, attendance summaries, dues totals, updates, or templates.
4
Staff run a date-range report; the chapter can revoke a dataset or disconnect at any time.

Organizations cannot grant themselves access. Revocation takes effect on the server immediately.
Reports show coverage, generation time, and current-as-of labels. Current roster totals are not historical term snapshots. New-member education and program records, and education activities, are never included — no setting, sponsorship, request or product role can release them.
Private prospect notes, ballots, DMs and sensitive personal data are not shared.
University tools are in private invited pilots; Fall 2027 launch planned. University platform billing is paused. Councils are internal teams; national self-service is on hold.
Education and program details and derived metrics are excluded from routine organization sharing and standard support access.

Create a scoped, single-use staff link and revoke access when responsibilities change.

Share reusable eligible event, task-list and recruitment-form starting points without overwriting chapter work.

Publish in-app information only to linked chapters that opted in, then review acknowledgements and replies.