updating organization profile approving new members adding new members changing positions and...
TRANSCRIPT
PIONEER PLACE
Follow the directions on the followingpages, click here to get to PioPlace
THE BASICSFOR ORGANIZATION PROFILES
OVERVIEW
Updating organization profile
Approving new members
Adding new members
Changing positions and permissions
Adding positions
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
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”
CUSTOMIZING ORGANIZATION PAGECON’T
To update the font type: Select the radio button next to the style you’d like
to update the text to and click “Submit” To update the colors:
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 drop-down 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.
UPDATING PICTURES
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
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 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
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
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
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
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
UPLOADING NEWS, CON’T
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 PirainoAssistant Director of Student
Activities(315) 792-3037