How to Create and Manage Sub-Units (Groups, Chapters, Teams)

6 min readbeginner
Organization Admin

Introduction

Sub-units are the groups, chapters, teams, or programs inside your organization. Organization Admins create sub-units so Sub-Admins can manage events and communications for a defined part of your organization. Complete this step after onboarding so you are ready to create your first event.

Objectives

After reading this article, you will be able to:

  • Create new sub-units in Trepy
  • Name and organize sub-units to match your real-world structure
  • Prepare sub-units for Sub-Admin invites and event publishing

Prerequisites

Video tutorial

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Sub-units list with add sub-unit action
Organization Admins manage sub-units from the organization structure settings.

Steps

Step 1: Open sub-unit management

  1. Sign in as an Organization Admin.
  2. Open your organization workspace via the workspace switcher.
  3. Navigate to Sub-units, Groups, Structure, or Organization settings.

Step 2: Create a sub-unit

  1. Click Add sub-unit, Create group, or equivalent.
  2. Enter a clear name (for example, “West Chapter” or “Varsity Team”).
  3. Add an optional description if your organization uses one.
  4. Save the sub-unit.

Step 3: Organize your structure

Repeat for each chapter, team, or program you need.

Structure patternExample sub-units
Geographic chaptersNorth Chapter, South Chapter
Age or level teamsVarsity, JV, Alumni
ProgramsSummer Series, Annual Gala

Step 4: Prepare for Sub-Admins and events

  1. Confirm each sub-unit appears in your organization directory.
  2. Plan which Sub-Admins will manage each sub-unit (invites are covered in a future article).
  3. When structure is ready, proceed to Events in App.Trepy.com to create your first event.

Sub-Admins publish events within assigned sub-units. Organization Admins retain org-wide billing and Stripe settings.

Tips

Common mistakes

Troubleshooting

ProblemLikely causeSolution
Cannot create sub-unitsNot Organization AdminSwitch to Organization Admin workspace
Sub-unit option missingOnboarding incompleteFinish onboarding checklist
Sub-Admin cannot see sub-unitWrong assignmentConfirm Sub-Admin is assigned to that sub-unit
Duplicate sub-unit namesCopy-paste errorRename for clarity in the structure settings

Frequently Asked Questions

What is a sub-unit in Trepy?

A sub-unit is a group, chapter, team, or program within your organization. Sub-Admins work inside assigned sub-units.

How many sub-units can I create?

Limits may depend on your Trepy subscription plan. Check billing settings or plan details if you hit a cap.

Am I ready to create an event after sub-units?

Yes. With onboarding complete and sub-units in place, your organization is ready for event creation in the next Help Center journey.

Next steps

Create and publish your first event.

Release notes

_No release note links yet._

Next step

Next: How to Create and Publish an Event in Trepy