Submitted by ymrv3 on

Organization Tool Menu

Allows you to create and manage content for your organization. You can access features of your Engage Portal by switching to the Manage view and selecting the organization you want to manage.

From there, at the top left-hand corner underneath your name logo, you will see the name of the organization next to a menu icon. 

Click the menu icon (it looks like a stack of pancakes!) to open up the Organization Tool Menu. You may only see certain tools in the Organization Tool Menu for a particular organization. The tools you have access to will be based on your position within the organization.

TOOLS: Once you click on the pancakes, you may see any one of the following tools:

Home

Your current page provides a summary of your organization. On this page, you will see your organization profile photo, the name of the org, the number of members, and the name of the Primary Contact.

Roster

The Roster tool includes your ability to manage positions for the organization, send organization messages, invite members, remove members, and approve pending memberships.

About

In the About tool, you can update some of your organization's basic details, such as the profile photo, description, summary for the organization directory, contact information, and social media links.

Events

The Events tool allows you to create and manage your organization's events. Submit an event request, or manage an individual event, including inviting attendees, tracking participation, or changing an event's details.

News

The News tool helps you share what your organization is doing with the community. You can create, edit, and delete News posts from this area.

Gallery

The Photo Gallery helps you create a more visually appealing organization homepage. Photos are a great way to show off the exciting things your organization has done! Your gallery photos will be showcased at the top of your organization's public-facing page.

Documents

The Documents tool allows you to create a shared storage space for important organizational files. You can share these files publicly or only with certain members or Position holders within your organization.

Forms

Use the Forms tool to move any of your organization's paper forms into Engage. Use forms for sign-ups, interest forms, applications, and more!

Elections

The Elections tool allows you to create elections for your organization, either for the entire community to vote on, or exclusive to organization members.

Finance

If your campus utilizes the Organization Accounting/Finance feature, you will be able to submit financial requests for your organization.