Argenta allows you to use Chapters to easily group team members or large groups. This allows you to assign tasks, funds, events, etc. to specific chapters for tracking.
To add a new Chapter, choose My Organization > Chapters - from the main menu on the left side of the screen:
This opens the full list of Chapters your organization has. From here click the "Add New" button:
This will open the Chapter Workspace:
You will notice there are four tabs in this workspace. Let's go tab-by-tab and field-by-field.
1. Chapter Details tab:
From here you need to fill out these details for your new Chapter:
- Record Level Permissions - Set As View Only - Placing a checkmark in this box restricts this
record to view-only access unless the user is the user who created the record,
the user is a master admin, or the user is given specific permission to modify
this record on the Record Permissions tab of this
record. Permissions also work by assigning a department, district and/or
precinct. If you have users in your system who are restricted by these
permissions, they will only be able to see records in the
departments/districts/precincts you have granted them access to.
- Record Level Permissions - Lock This Record - Placing a checkmark in this box locks this
record so that users cannot view or update the record unless the user is the
user who created the record, the user is a master admin, or the user is given
specific permission to access this record on the Record Permissions tab
of this record. Permissions also work by assigning a department, district
and/or precinct. If you have users in your system who are restricted by these
permissions, they will only be able to see records in the
departments/districts/precincts you have granted them access to.
- Chapter Leader - Select the leader from your constituents for this chapter. Click the Lookup
button to search for and select the leader for this chapter. If you do not have a leader you may leave this blank. - Chapter Name - Enter a name for your new chapter. This is a required field.
- Associated Fund - If this chapter has an associated fund, you can select it from the drop-down list here. If an applicable fund is not listed you can add a new one by selecting the Add New
button. - Related Files - Like all other modules and sections in Argenta, you can also add an
unlimited number of related files to this Chapter. Make sure to save your
changes first before adding related files. If you would like to add
any related files to this Chapter you can do so here. This can be any chapter documents you wish to keep with the Chapter. Simply click the "Browse" button to search
for and select a file from your computer or drag and drop the file into the
"Drag & Drop File Box".
- Notes - If you would like to add any notes to the Chapter you do so in the Notes section. To add a note, click the "Add
Note" button. This will open the "Add A New Note" screen
where you can type a note. Click the "Save & Add This Note"
button to save the note and be returned to your Chapter workspace.
Once these details have been entered, click the "Save All Changes & Continue" button to save your changes and continue editing your new Chapter. If you are done with your new Chapter, click the "Save all Changes & Exit" button to add your new chapter and be returned to your full Chapter list.
2. Related Files tab:
On this tab, you can add unlimited files to this chapter. For help adding files please see our KB Article -
Add Related File.
3. Chapter Notes tab:
On this tab, you can add unlimited notes to this chapter. For help on adding a new note to this chapter, please see our KB Article -
Add A Note to the Notes Section.
4. Record Permissions tab:
This tab controls the record permissions for the Chapter.
2. A. View Only Access:
Sometimes you want users to be able to view a record but block them from modifying that record. Individual records can be set to View Only so only master admins and users who are listed here, can edit them. To grant users permission to modify this record simply add them here. Select a user from the "Select A User To Add" drop-down menu then click the "Add Selected User" button to add the user to the view-only access permissions.
2. B. Locked Record Access:
Individual records can be locked so only master admins and users who are listed here can view or edit them. To grant users permission for this record simply add them here. Select a user from the "Select A User To Add" drop-down menu, then click the "Add Selected User" button to add a user to the locked record access permissions.