EagleSync 101 Powered by OrgSync

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1 EagleSync 101 Powered by OrgSync

2 Today, we ll be covering.. Getting Started Portal Overview Managing your Portal Updating your Existing Student Organization Inviting People & Managing your Roster Starting a New Organization Creating and Promoting Events Adding and Organizing Files Adding and Managing Photos

3 Ok, Let s Get Started!

4 Portal Overview Orange = Cover Photo Yellow = Profile Picture Blue = Toolbar Red = Welcome Message Green = Smart Panel Purple = Portal Information

5 Portal Overview The portal home is the landing page for an organization. You want this page to be eye-catching so your organization stands out! In orange, you will notice the cover photo. The cover photo allows you to upload a banner image and can be changed under Organization Settings if you are a portal administrator. In yellow, you will notice the profile photo. The portal profile image will appear next to your organization s name on the portal home and in the list of organizations under Browse Organizations and can be changed under Organization Settings if you are a portal administrator.

6 Portal Overview In blue, you will notice the toolbar. This feature allows you to navigate through your organization s portal. You can view current and prospective members, review and create events, and manage photos among other things. In red, you will notice the welcome message.the Welcome Message is a great place to describe what your organization is all about, add a picture of your organization members, or tell prospective members how to get involved. The Welcome Message can be edited by clicking the Edit Welcome Message button or if you jump into your organization settings.

7 Portal Overview In green, you will notice the smart panel. Smart panels automatically display content based on how actively it's being used in your portal. For example, recently added photos, upcoming birthdays, and others news can be found here. In purple, you will notice the portal information. The portal information section is a subset of your organization's profile. The fields displayed here are pre-selected by campus administrators. You can edit these fields if you go into your organization settings.

8 Managing your Portal Updating your Cover & Profile pictures Setting Organizational Permissions Personalizing your Welcome Message Adjusting Join Options

9 Updating Cover & Profile Pictures

10 Updating Cover & Profile Pictures

11 Updating Cover & Profile Pictures

12 Setting Organizational Permissions Permissions The Permissions tab allows you to determine how groups interact with tools in your portal. Select a tool from the list to jump to its position down the page. For each tool, you're provided a toggle switch that turns the tool on or off. Under the toggle, set the default permission for anyone that joins your portal.

13 Personalize your Welcome Message Welcome Message The Welcome Message allows you to customize what's shown on your portal's home under the Profile tab. You're provided a text editor that allows you to customize this message. If you would like your welcome message to appear in place of the feed (which displays new content as it's added in your portal), locate this setting near the top of the page.

14 Adjusting Join Options Join Options The Join Options tab allows you to determine how users join your portal. You are provided four options: open sign-up, invite only, request to join, and join with password.

15 Updating Your Existing Student Organization If you're trying to renew your organization's membership, you can apply for renewal if you go into the portal, hover over the wrench icon on the right side of the top menu then select Organization Settings. If you do not see the Organization Settings option then you are not listed as an administrator of the portal. In this case, you will need to request an existing administrator or one of your campus administrators to promote your status.

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17 Organization Settings defaults to the Profile tab. This page stores everything related to your organization's registration. Click Update Profile to begin a new registration request. Fill out the entire form and submit. Your request will be sent to your campus admins for approval. Please contact your campus directly if you would like an ETA of when the request will be approved. Note: your changes will not go live until the request is approved.

18 The People tool allows you to: Invite new officers and members to your organization s page Manage your organization s roster create groups assign positions manage permissions

19 Inviting and Managing People The People tool allows you to manage your organization's roster with ease and provides a scrollable list of your portal members.

20 Inviting and Managing People The People tool allows you to invite students and staff to join your organization. You ll need to enter addresses, add a custom message, and send. Pending invitations can be viewed on the right side of this page. Inviting people to your portal

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22 Inviting and Managing People The People tool allows you to manage your organization's roster with ease. Segment people into groups based on their responsibilities and interests. Creating Groups

23 Inviting and Managing People The People tool allows you to assign positions & permissions quickly!

24 Inviting and Managing People The People tool allows you to send messages to individual members and groups. You are also able to remove individuals from the portal, if necessary using the People tool.

25 Starting a New Student Organization To register a new organization, locate the Browse Organizations option along the white toolbar on the community home. This will bring you to a directory of organizations that are registered in your community. Next, select the green Register New Organization button in the top right of the page. This will require you to fill out some basic organization information, as well as upload a 1) Constitution/Bylaws and 2) Completed Signature Form. After completing the registration form, you will be notified when your school approves, denies, or re-opens your request. You can also view the status of your request under your personal Requests page.

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27 The Events tool allows you to: Manage all events in one central location Create events send invitations track participation

28 Creating and Promoting Events For all users, the Events list displays the upcoming events in your portal. This includes events posted by the umbrella and shared to your organization (and vice versa if you are viewing the umbrella portal's Events list). Those events will be identified by an umbrella icon on the left side of the page. The hand icon denotes a service event that has been shared to the portal.

29 Creating and Promoting Events Creating Events

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31 When and Where When is the event happening? Set the start date and time and determine if its repeating. If your campus uses a room reservation integration then you'll see the additional option to select a room. If you enter an address, OrgSync will automatically generate a Google Maps link that shows people how to get to the event.

32 Event Image Upload an image for your event! This will display on event list and will make your event more appealing to interested users.

33 Participants Determine if you want to take RSVPs for the event. You can allow for unlimited RSVPs, a defined number, or none at all. You can also determine who can see the RSVPs.

34 Who Can See This? Determine who should see the event. If you don't have any restrictions, choose the public option. If you only want org members to attend, choose the option that lists the name of your org. If you want to get really exclusive, choose selected groups and click the checkboxes to determine exactly who should attend.

35 Calendar Sharing You can request that your event be shared to the campus wide calendar. If you choose this option, you'll likely have to wait for approval by your campus administrators. They have the option to share the event on their umbrella calendar, as well as the community wide calendar (accessible through the community home).

36 Eventually you can Track Participation

37 Adding and Organizing Files Administrators can add new files and folders. This option appears on the default Files list but also when viewing a folder s contents, allowing you to place a new item directly into that folder. For each folder, decide a name and who it should be available to. For each file, select the file from your computer, and then choose a name, description, and whom it should be available to.

38 Adding & Managing Photos The Photos tool allows every organization to store unlimited amounts of photos and albums so you can be remembered in your organization long after you leave. Hover over More along your organization's toolbar and select Photos to access this tool.

39 Adding & Managing Photos You can add photos to an existing album or create a new album. You can also re-order, edit, and delete photos from albums.

40 Questions? Contact US! Kate Curley Program Coordinator, Student Organizations & Leadership Campus Life 345 Student Center Thank you!