Portal Training Resources

When working on your Chapter site, it's a good idea to have two different types of browsers open — one to be logged into the system and the other to preview your changes. Example: Chrome & Internet Explorer / Edge & Firefox.

These instructions will be updated as the website continues to improve.

The Basics

The Dashboard

Creating a Web Page

Editor vs Source Code

Uploading a Document (Webpage and email)

Inserting an Image (Webpage and email)

Making a Page "Members Only"

Email

Creating/Editing an Email Template

Sending an Eblast

Events

Creating an Event (No Price/Free)

Creating a Max Limit on Registrations (Validator)

Adding One Price to an Event (Same price for Member & Non-member)

Adding Two Prices to an Event (Meeting is Free, Lunch is Not)

Adding Member and Non-Member Prices

Adding Early Bird and Regular Prices

Reports

Years of Service (5-year, 10-year, etc.)