Before you begin
Requires position-management permission. The platform owner role is separate and cannot be granted here.
Steps
- 1
Open Admin and review the position matrix.
- 2
Create or edit a chapter position and choose only the permissions it needs.
- 3
Assign the position to the correct member record.
- 4
Remove or change the assignment during a handoff and verify the person's navigation updates.
Important notes
- Permissions are enforced by the server as well as hidden from navigation.
- Finance, recruitment, attendance, communications, and organization-sharing duties can be separated.