Set up a folder for a chapter or role, so each person sees only their own data, including when they ask the AI Assistant. The organization owner sees the combined results across folders, and each chapter sees its own.
What are the steps?
- Create a folder for a chapter or a role.
- Give the chapter lead or role access to that folder only.
- Ask a chapter lead to try a question about another chapter, and check what the AI Assistant shows them.
- As the organization owner, open the combined results across folders.
What does each person see?
| Who | Sees | AI Assistant answers from |
|---|---|---|
| Organization owner | Combined results across all folders | All folders |
| Chapter lead | Their own folder only | Their own folder only |
| A role, such as a program lead | The folder set up for that role | That folder only |
How do you check that access works?
In short: ask, don't assume. Before you roll it out, ask a chapter lead to try a question about another chapter, and check what the AI Assistant shows them.
The test is simple. A chapter lead asks about their own chapter and gets an answer. They ask about a different chapter, and they should see only their own data.
Guardrail
- Give each chapter access to its own data only, and check what the AI Assistant shows them.
What do you leave with?
In short: the organization owner sees the combined results across folders, and each chapter sees its own.
Illustrative example · invented names and numbers, not a real client
The association has 12 chapters. The membership lead sets up a folder for each chapter. Each chapter lead opens only their own folder, including when they ask the AI Assistant. As organization owner, she sees the combined results across all 12 folders.
Where does Sopact help?
Sopact Sense folders let each person work on their own data while the organization owner sees the combined results. The AI Assistant follows the same boundaries.
What's next. Shared definitions for all chapters, such as what counts as an active member, are coming soon as a shared data dictionary. Versioning of it comes later. Until then, agree on the definition in writing before each chapter runs its first survey.
Common questions
How do I give each chapter its own data?
Set up a folder for each chapter or role. Each person sees only the data in their folder, including when they ask the AI Assistant. The organization owner sees the combined results across folders.
Can a chapter lead see other chapters?
No. Each chapter sees its own folder. Check this by asking a chapter lead to try a question about another chapter.
Does the AI Assistant respect the folder?
Yes. Each person sees only their own data when they ask the AI Assistant. Check what it shows before you roll out.
What does the organization owner see?
The combined results across all folders.
Can we set up a folder for a role instead of a chapter?
Yes. A folder can be for a chapter or a role.
What should you bring?
Bring your chapter list and the roles that need their own view.
Book a working session or read how the membership and networks solution supports each step.