Getting started

Your chapter admin will send you an invite email. Click the link to create your account with your name, email, and a password. You will land on the editor dashboard after signing in.

Your chapter's workspace is set up for you during implementation. You do not need to create an organization yourself. Just use the invite link your admin provides and you will be added to the existing workspace with the appropriate role.

Go to Settings > Team to invite board members and volunteers. Pick a preset role (Admin, Editor, Analyst, Viewer, or Events Volunteer) or customize individual permissions. Each invite sends a branded email with a one-click join link.

The number of seats included depends on your plan: 3 on Compose, 8 on Operate, and 12 on Insights. You can add extra seats at any time from the Billing page.

Under Settings > Connections, your admin can link ChapterPulse to your chapter's existing systems:

• ThoughtSpot for PMI member data (roster, certifications, tenure)
• StarChapter for events, registrations, and payments
• Dark Rhino for membership data (alternative to ThoughtSpot)

Once connected, ChapterPulse runs a nightly sync to keep your data current. Your admin will need the login credentials for each platform.

Under Settings > Chapter, set your fiscal year start month (e.g. September for a Sep-Aug fiscal year). Reports and Pulse AI use this to resolve relative terms like "this year" and "year-to-date."

Under Settings > Newsletter, admins can control which sections appear in the editor, set default body copy for recurring sections like Mentor Program and Introductions, and create up to 10 custom section templates that appear in every new draft.

After your data syncs for the first time, the main dashboard shows KPI cards (active members, new joins, at-risk members, renewal rates), recent drafts, upcoming exports, volunteer summaries, and recent team activity. Each section appears based on your permissions.

From here you can navigate to the newsletter editor, Conversational Insights, or reports.