Tools & Systems
Tools and Systems
New Student Membership
Please refer to the marketing resources below that help you effectively communicate the benefits of IIBA’s student membership to your network:
CEP TRAINING VIDEOS
We want to make your experience with the Chapter Engagement Platform as seamless as possible and have an updated and segmented set of training videos for you!
Chapter Setup | Chapter Profile | Website Design | Bulletins | Contacts | Documents | Donations
Emails | Events | Finances | Groups | Languages | Member Profile | Reports | Sponsors
CEP MIGRATION GUIDE
Post-migration, we need to ensure your website is ready and good to go live! Our migration guide highlights these steps so you know what we will be looking for to confirm your new Chapter Engagement Platform is all set.
View Migration Guide
CEP WEBSITE GUIDELINES
When migrating over onto your new platform, there are several things to keep in mind. These guidelines give your chapter a good sense of what is expected and where to start.
View CEP Website Guidelines
NEW! Chapter Engagement Platform FAQs
The Chapter Engagement Platform project is running full steam ahead!
We know you have many questions, so we’ve created a frequently asked questions document that we will update throughout the project.
CHAPTER PORTAL
Share your Chapter events with the IIBA community, update your Chapter’s committee Members, retrieve your membership report and manage your community!
Have questions? Contact chapter@iiba.org
CHAPTER PORTAL GUIDE
CHAPTER WEBSITE
Your Chapter has a website on IIBA’s platform. To set up and maintain your website watch the videos linked below (from 2015’s Chapter Website Migration Training Presentation).
Have questions? Contact servicedesk@iiba.org.
CONTENT MANAGEMENT
EVENTS
MASS MAILING
CHAPTER WEBSITE MIGRATION TRAINING (FULL)
GSUITE/GMAIL
GSuite and role-based Gmail accounts are set up for Chapters.
Step-by-step instructions for Administrators and Users can be found in the GSuite/Gmail FAQ’s.
Individuals accessing or using email services or systems provided by IIBA, agree to be bound by IIBA’s Email Acceptable Use Policy and by all of its terms and conditions.
Have questions? Contact servicedesk@iiba.org.
VIRTUAL CHAPTER MEETINGS
To conduct virtual meetings and events, your Chapter has been provided with a free Zoom account (1 license per Chapter).
Here are some of the features included with your account:
- 500 participant capability
- 500 participant webinar capability
- Break out rooms
- Country dial-in numbers
- Polling