Basics for Organization Profiles

Report
OVERVIEW
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Updating organization
profile
Approving new
members
Adding new members
Changing positions and
permissions
Adding positions
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Customizing
organization’s page
Creating events
Updating pictures
Sending messages
Uploading news
UPDATING ORGANIZATION PROFILE
UPDATES ARE THE RESPONSIBILITY OF STUDENTS,
NOT THE ADVISORS
Click “Edit Profile” underneath organization’s
profile picture
 You can edit the Summary Description, Full
Description, Contact Information and External
Page Links, etc.
 Click “Update” to update the changes to your
organization’s page
 Your profile changes have now been updated

APPROVING MEMBERS
New members can join by
locating your organization
on the campus site or
through an invitation. You
must approve these new
members before they
are added to the
organization’s roster.
APPROVING MEMBERS
Go to Roster on the left side of your
organization’s page.
 Click “Manage Roster” at the top of the page.
 Go to the tab with a number in the
parentheses: Pending or Prospective
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APPROVING MEMBERS: PENDING MEMBERS

Pending members are those you wish to invite
to your organization
 Check
the box to the left of each individual
 Click “Resend Invitations”
 A message will be sent to each individual checked.
Those individuals can either accept or decline the
invitation.
APPROVING MEMBERS: PROSPECTIVE MEMBERS

Prospective members are those who found the
organization and indicated they wanted to join
Review the users who are awaiting membership
approval
 Check the box next to the name of an individual and
click “Approve” or “Deny” next to each individual
 Confirm action
 Those who have requested membership in your
organization will receive a message stating whether
they have been approved or denied membership

ADDING NEW MEMBERS

From your organization’s page:
 Click
“Invite people” in the tab on the left side of
the page
 Enter the campus e-mail addresses of individuals
you wish to send membership invitations
 Select “member” from the drop down menu
 Click “Send Invitations” when all people have been
added to the list
 A message will be sent to those selected which will
prompt them to either accept or decline invitation
CHANGE POSITIONS AND PERMISSIONS

From the Organizations option on the
Administration page:
 Locate
the organization in the list
 Click on the name of the organization
 Go to the positions tab
 The
position templates that are available for this
organization are listed. Click on the name of the position
that you wish to edit
 Update
the name of the position as it will appear
CHANGE POSITIONS AND PERMISSIONS, CON’T

Update the remaining options as appropriate:
 Only
assignable by administrator
 Automatically approve requests
 Visible on roster
 Visible on CCT
 Position name can not be changed
 Security permissions are locked
 Is active
 Management access

Click “Update” when all changes have been made. Edits
are now saved.
ADDING POSITIONS

From the Organizations option on the
Administration page:
 Locate
the organization in the list and choose name
of organization
 Go to the “Positions” tab and click “Create New
Position”
 The Positions Templates that are available for this
organization are listed. Click the name of the
position that best matches the new position
ADDING POSITIONS, CON’T


Update the name of the position
Update the remaining options as appropriate:
Only assignable by administrator
 Automatically approve requests
 Visible on roster
 Visible on CCT
 Position name can not be changed
 Security permissions are locked
 Is active
 Management access



Click “Create”
The new position has been added to your organization’s
profile.
CUSTOMIZING ORGANIZATION PAGE
Log into your campus
site
 Go into your
organization’s page
 Go to “Manage” on the
left side of the page
 Click “Organization
Styles”
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CUSTOMIZING ORGANIZATION PAGE CON’T
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To update the font type:
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To update the colors:
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Select the radio button next to the style you’d like to
update the text to and click “Submit”
Click the colored box and select a color from the 16
color options and click “Submit”
To update the header image:
Go to the “Organization Header Images” link under the
Manage menu
 Click “Add Header Image” button to select image file

CREATING EVENTS
Log into your campus site and go to your
organization’s page.
 Go to “Events” on the left side
 Click on “Create Event”
 Enter the Name, Location, Start Time and End
Time
 Enter a brief description of the event and
attach a pre-approved flyer

CREATING EVENTS CON’T
Specify the type of event:
 Select the appropriate Category from the dropdown menu, if applicable
 Specify who can RSVP for the event
 Indicate if anyone is allowed to self-report
attendance to this event
 Include any additional information that may be
required

CREATING EVENTS CON’T
Click “Save”
 Identify who you’d like to invite to the event by
username or e-mail
 Click on each User to invite, and they will be
listed below
 Type in the e-mail addresses of each person
you’d like to invite. Click “Add E-mail Address”
 Click “Send Invitations”

CREATING EVENTS, CON’T
Your event has been created and has been
submitted to the Office of Student Activities.
Once your event has been approved, the
individuals you have invited will receive an
invitation to the event.
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UPDATING PICTURES
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From the Photo Gallery menu option on your
organization’s page:
 Update
Album Information
 Add photos to existing album
 Remove photo
 Remove album
UPDATING PICTURES: ALBUM INFORMATION
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Update album information
 Locate
the album to update and click on the album
itself or the linked name just below the album
 Click “Edit Album” in the top-right corner
 Update the name, description, and access to the
phone album
 Click “Save”. Your album has now been updated.
UPDATING PICTURES: ADDING PHOTOS
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Add photos to an existing album
 Locate
the album to update
 Click on the album itself or the linked name just
below the album
 Click “Add Photos” in the top-right corner
 Select the file(s) from a saved location and include
a caption.
 Click “Upload all”
 You have now added photos to an existing album
UPDATING PICTURES: REMOVING PHOTOS
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Locate the photo to be
removed within an
album
Click the red x next to
the name of the picture
Confirm deletion
You have now deleted
selected photo(s)
UPDATING PICTURES: REMOVING AN ALBUM
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Locate the album to be
removed
Click the red x in the
top-right corner of the
album
Confirm deletion
You have now removed
selected album(s)
SENDING MESSAGES
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Log into your campus site
Go to your organization’s
page
Go to Roster on the left
side of the page
Click on the “Messaging”
link
Click “Send Message”
under the appropriate
delivery method
SENDING MESSAGES, CON’T
Create a delivery statement using the criteria
lists by clicking “Edit” on each component
 Enter a subject line for the message and the
body of the message
 Click “Send” to send the message to your
indicated recipients
 Your message has been sent to chosen
individuals
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UPLOADING NEWS
Log into your campus site
 Go to your organization’s site
 Go to “News” in the left navigation
 Click on “Create Article”
 Enter the title summary, and the full story of
the article. You can use the text editing
features to customize the style of the story of
your article
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UPLOADING NEWS, CON’T
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Upload an image to be
displayed with the
summary in the News
ticker
Specify who can view
the article
Click “Save Article”
You have now added a
news article to your
organization’s page
Bethany Piraino
Assistant Director of Student
Activities
(315) 792-3037
[email protected]

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