Staff Guide

The organization displays all groups (chapters) in them. Leads Club is listed unders organization on the Chapter Portal, you can manage groups and members across the entire organization. You can also create and manage groups.

You must have either the administrator or staff role in order to access the Organization management screen. If you do, you will see the organization name under the menus on top right-hand corner.

Administrator is assigned only to Corporate Employees and Staff that need access to all parts of the portal. The Staff role is limited to administrative personnel and in some cases Regional Directors.

Manage Groups

From the Organization Dashboard, you can easily manage groups such adding a new group or removing an existing group. To get to the Organization Dashboard, click on the dropdown on top left corner and choose the organization you want to manage.

Then from the left menus, click on Groups to manage groups within the organization.

Members

You can add new members to the organization.
Go to the MEMBERS tab and click the button.

You can add using email and also assign a role. Roles are:

Administrator: can manage the entire organization. Can add and remove members, create/delete groups, and assign group manager. Can also handle payment-related settings.
Staff: has same access as administrator except payment settings.
Member: do not have any additional privileges other than just being in the organization.

Update Member (Organizational Level)

You can assign members to groups. Click on Edit for any member and then the plus sign (+) next to Group-level Access. From here, you can select a group for the member and the level of access - the role - the member will have within the group. It can be either manager or member role. Members with manager role can add/remove members within the group, create meetings, and update guest among other things.

Please note that there are two levels of roles: organizational-level and group level. For example, if you have any staff within the organization who will be assisting with managing of groups, then you'd want to give that user the Staff role within the organization but not any explicit access to the groups. That user, by having the staff role at the organization level, will automatically have access to view and manage all the groups.

Remove Members

Please submit a support ticket to Leads Club corporate team to remove a member from a particular group.