This article contains the following questions
- How do I get access to to the Chapter Tracker?
- What kinds of organizations would benefit from the Chapter Tracker?
- How do I add chapters to the Chapter Tracker?
- How do I add existing Crowded accounts to the Chapter Tracker as chapters?
How do I get access to to the Chapter Tracker?
The Chapter Tracker is available for Crowded accounts upon request. Please reach out to success@bankingcrowded.com to get the Chapter Tracker for your Crowded account.
What kinds of organizations would benefit from the Chapter Tracker?
The Chapter Tracker is designed for multi-chapter nonprofits with group exemptions. The Chapter Trackers helps the central or national level organization keep track of their chapters’ treasurers, changes of address, tax filing statuses, etc.
Each chapter tied to the central account’s Chapter Tracker operates an independent Crowded account for the chapter. The central account cannot access the chapter’s account, and does not have information on the chapter’s account number, balances or transactions.
How do I add chapters to the Chapter Tracker?
Once your account has been activated for the Chapter Tracker, you can begin inviting your chapters to Crowded by inviting the chapter admins to open Crowded accounts.
- Log in to Crowded on a computer
- Select the “Chapters” tab from the left menu
- Click “Invite Chapters”
- Either copy the invite link or invite chapter admins individually by email. If you invite chapter admins by email, you will be able to track their sign-up progress.
- Chapter admins will be prompted to verify their identity and to open a Crowded bank account.
How do I add existing Crowded accounts to the Chapter Tracker as chapters?
Please reach out to success@bankingcrowded.com in order to connect current Crowded accounts with the Chapter Tracker.