National Organization Settings

Overview

The National Organization Settings page provides centralized configuration for your national organization. Access it by navigating to Settings > Administration > Organization in the sidebar, then clicking on your organization.

The settings are organized into four sections, each accessible from a navigation card:

• General — organization name, description, and website
• Chapter Fields — custom field definitions for chapters
• Membership — member types, ID configuration, imports, and dues
• Billing — membership invoices and payments across chapters

General Settings

The General settings page manages your organization's basic information.

1. From the settings hub, click the General card.
2. Update the following fields:
   • Organization Name — the display name of your national organization
   • Description — a brief description of the organization
   • Website — the organization's website URL
3. Click Save Changes to apply.

Chapter Fields

Chapter Fields let you define custom data fields that all chapters in your organization must fill in. These fields appear on chapter profile forms.

1. From the settings hub, click the Chapter Fields card.
2. The page lists all currently defined custom fields.
3. To add a field, click Add Field.
4. Configure the field:
   • Field Name — the label displayed to users (e.g., "School District")
   • Field Key — a machine-readable key, auto-formatted to lowercase with underscores (e.g., "school_district")
   • Field Type — select from Text, Textarea, Number, Date, Email, Phone, URL, or Dropdown
   • Section — an optional grouping label (e.g., "School Information")
   • Placeholder — hint text shown in the empty field
   • Help Text — additional guidance shown below the field
   • Required — whether chapters must fill in this field
   • Options — for Dropdown type fields, enter one option per line
5. Click Save Chapter Fields to apply.

To remove a field, click the Remove button on the field card.

Membership Settings

The Membership section has four tabs for managing how members are categorized and onboarded.

1. From the settings hub, click the Membership card.
2. Use the tabs to navigate between sections:

Member Types

The Member Types tab lets you define categories of members (e.g., Member, Officer, Advisor). See Member Types for full details.

ID Configuration

The ID Configuration tab controls how member IDs are generated and formatted within your organization.

Member Import

The Member Import tab provides tools for bulk importing members from external data sources such as CSV files.

Dues & Payment

The Dues & Payment tab configures membership dues amounts and payment policies for your organization.

Billing

The Billing page provides a complete view of membership invoices and payments across all chapters in your organization.

1. From the settings hub, click the Billing card.
2. Summary cards at the top show:
   • Total Owed — the total amount invoiced across all chapters
   • Total Paid — the total amount received
   • Outstanding — the remaining balance
   • Chapters — the number of chapters with invoices
3. Use the search bar and status filter to find specific invoices.
4. The invoice table shows: Invoice Number, Chapter, Members, Total Due, Paid, Balance, and Status.
5. Click View on an invoice to open the detail modal.

Invoice Actions

From the invoice detail modal, you can:

• Issue Invoice — send a draft invoice to the chapter (available for invoices in Draft status)
• Record Payment — log an offline payment with amount, date, method, and notes
• Void Invoice — cancel an invoice (this action cannot be undone)

Invoice Statuses

• Draft — not yet issued to the chapter
• Issued — sent and awaiting payment
• Paid — fully paid
• Partial — some payment received, balance remaining
• Overdue — past due date, not fully paid
• Void — cancelled