Argenta lets you use Chapters to group your team members, constituents, and other records so you can track and report on them together. Once a chapter exists, you can assign things like tasks, funds, events, donations, and expenses to that chapter for easy tracking.
Getting to your Chapters
In the top right corner of the screen, click your organization name (the button with the building icon) to open the Team menu. From there, choose Chapters. This opens the full list of Chapters your organization has.
Adding a new Chapter
From the Chapters list, click the Add A New Chapter button. This creates a new chapter and opens the Chapter Workspace so you can fill in the details.
The Chapter Workspace has four tabs: Chapter Details, Chapter Files, Chapter Notes, and Record Permissions. Let's go through each one.
1. Chapter Details tab
This is where you enter the main information for your chapter. The fields are:
- Set As View Only - This switch (at the top of the tab) restricts the record to view-only access, so it cannot be edited unless the user created the record, is a master admin, or has been given specific permission on the Record Permissions tab. Permissions can also be granted by department, district, and/or precinct.
- Lock This Record - This switch locks the record so users cannot view or update it unless they created the record, are a master admin, or have been given specific access on the Record Permissions tab. Department, district, and/or precinct permissions also apply.
- Chapter Name - Enter a name for your new chapter. This is a required field.
- Chapter Description - A short description of the chapter (up to 150 characters).
- Chapter Leader (Team Member) - Start typing a team member's name and select them from the list to set the chapter leader. You can leave this blank if you do not have a leader.
- Associated Fund - If this chapter has an associated fund, start typing the fund name and select it from the list.
- Physical Address, City, State, Zip Code - The chapter's location, if you want to record it.
- Time Zone - Choose the chapter's time zone from the drop-down.
When you are finished, click Save All Changes to save and keep editing, or Save All & Exit Record to save and return to your full Chapter list. The Exit Record button leaves without saving.
2. Chapter Files tab
On this tab you can add an unlimited number of related files to the chapter, such as any documents you want to keep with it. Save your chapter first before adding files. For help adding files, see our knowledge base article "Add Related File."
3. Chapter Notes tab
On this tab you can add an unlimited number of notes to the chapter. For help adding a note, see our knowledge base article "Add A Note to the Notes Section."
4. Record Permissions tab
This tab controls who can view and edit the chapter. It has two panels:
View Only Access - When the chapter is set to View Only, the users listed here can still edit it. To grant a user permission, use the Add User box, start typing the user's name, select them, and click Add.
Locked Record Access - When the chapter is Locked, the users listed here can still access it. To grant a user permission, use the Add User box, start typing the user's name, select them, and click Add.
To remove a user from either panel, click the pink remove icon next to their name.