Chapters and your network

If your organization has local affiliates, state chapters, or any other kind of sub-unit, OrganizeOS can model them as chapters: each one is its own workspace with its own subdomain, but your organization -- the network's parent -- can see their data, set their resource limits, and configure how money moves between you. Manage chapters from Settings, then Chapters. Only owners and admins of the parent workspace can reach this page.

Creating a chapter

Click Create Chapter and fill in a name, an organization ID (auto-generated from the name, used in internal identifiers), a subdomain (the chapter's own chaptername.organizeos.org address), and an optional chapter level -- a free-text label like "state," "county," or "ward" so your network can use its own vocabulary instead of a fixed hierarchy. The new chapter inherits your organization's category, type, and branding as a starting point.

The chapters list and network overview

The Chapters page shows a Network Overview with totals across every active chapter -- chapter count, members, emails sent, SMS sent, storage, and phone minutes -- plus a list of each chapter with its level badge, subdomain, and join date. From a chapter's row, Manage opens its detail page; Remove takes it out of your network (it becomes an independent organization; this doesn't delete any of its data).

Per-chapter resource allocation

Open a chapter and use Resource Allocation to set monthly limits for that chapter alone: email sends, SMS, storage, phone minutes, video hours, staff accounts, and member count. Leave any field blank to let that chapter draw from your network's shared pool instead of a fixed cap.

To edit every chapter's limits from one screen instead of opening each chapter individually, use Manage allocations from the Chapters page. It's a table with one row per chapter and inline-editable limit columns; change several chapters' numbers and click Save changes once to apply them all.

Donation splits

Also from a chapter's detail page, Donation Splits lets you automatically share donations made through that chapter's fundraising pages with your parent organization. Turn on Enable donation splitting, set the parent's percentage (the chapter keeps the rest), choose whether the split applies to all donations, one-time gifts only, or recurring gifts only, and optionally allow the chapter to adjust its own split within the range you set.

Network billing

Network billing, linked from the Chapters page, controls how your organization bills its network as a whole: which billing model you use, how many chapters are included before extra ones cost more, whether resources like email and SMS are pooled across the network or capped per chapter, what happens when a chapter exceeds its allocation, and, for networks that charge chapters a flat per-member fee, optional per-capita dues with a billing frequency.

Viewing and acting in a chapter

As a parent admin, you can open any chapter's workspace directly (through the chapter switcher in your sidebar) to view its data -- events, contacts, donations, and more -- automatically, without any extra setup. A banner at the top confirms you're viewing the chapter as a parent admin, with edits disabled in this mode. To make changes inside that chapter, click Switch to acting mode; a warning-colored banner then confirms you're acting in the chapter and that edits are being logged, with an Exit acting mode button to end it. Acting sessions end automatically after a period of inactivity if you forget to exit.

Why this matters

Chapters let a multi-level organization run as one network instead of a collection of disconnected accounts. Read access flows down automatically so parent staff always have visibility, while acting mode keeps a clear, logged boundary around who made changes inside a chapter and when. Per-chapter allocations and donation splits mean your national or state organization can support local affiliates with real limits and real revenue-sharing, not just an honor system.