General Users|

Organization Administrators

How do I become the organization Administrator?

How do I setup my organization portal?

How do I move members between account groups?

What is my organization password? How do I change it?

How do I invite Officers & Members to join my organization?

How do I accept membership requests?

How do I register?

What’s my username and/or password to login?

How do I reset my password?

How do I login using Facebook Connect?

How do I update my profile and upload a picture?

How do I find and join organizations?

How do I use My Calendar to find out about organization’s events?

How do I complete a form I previously started?

How to use:
1. Visit www.youtube.com and choose the video you would like to store in your portal.
2. Copy the video’s embed code, located to the right of the YouTube video.
3. Click Videos, which is located under the Media tab.
4. Click New Video in the upper right corner.
5. Enter the name of the video.
6. Paste the embed code in the box.
7. Select which organizations can view the video.
8. Click Submit
Note: The most recently added or updated video will be displayed on the umbrella home page.

How you can use Videos:
1. Store videos that are relevant to the organizations.
2. Archive videos from student organization events.
3. Upload educational videos for students to access.
4. Record and save videos from various conference speeches, workshops, and presentations to archive them for future viewing.

How to use:
1. Click Treasury located under the Umbrella tab
2. Click Export(XLS) next to All Organization Treasury Journals to pull a tabbed view of every organization’s treasury journal in your community.
3. Click Export(XLS) next to any individual organization to pull the treasury journal for the specific organization.

How you can use the Treasury:
1. Monitor organization spending and budgets.
2. Ensure that organizations are responsibly spending and reporting allocated funds from your office.
3. Use the reports as learning tools to initiate developmental conversations with students about fiscal responsibility.

To create a To-Do list:
1. Click on To-Dos under the Tools tab.
2. Click on the New List button located at the upper left corner.
3. Enter a title for the list.
4. Check off the organizations that will be able to view the List.
5. Click the Submit button.

To add a task:
1. Click on “Add an item to the list.”
2. Fill in the task field.
3. Set the priority, time and due date (if applicable) for the task.
4. Click the + symbol to assign the task to specific members of organizations.
5. Click on the Submit button.
6. Click on the person icon to the right of a task to assign the task to one or more members.
7. Add a note to a task by clicking on the script bubble to the right of the task.
8. Add multiple tasks to the list by starting again at Step 1.
9. If a task is unassigned, a member can claim it by clicking on the person icon located to the right of the task, and then clicking Claim.

To Edit a List:
1. Click on the Edit button located at the top right corner of your To-do list.
2. Click and drag a task to rearrange the order of list.
3. Click the red X to delete a specific task
4. Click Submit to save changes.

To delete an entire To-do list:
1. Click on the Delete button located at the top right corner of the To-do list.
2. Click OK.

To manage completed tasks:
1. Check off the box to the left of the task.
2. Click “View all completed tasks” at the bottom of the list to view completed tasks.
3. To add the task back to the list, uncheck the box.

How you can use your To-Do’s List:
1. Provide task lists to students for processes and planning.
2. Delegate specific tasks to student leaders or whole organizations.
3. Track progress on multiple events to ensure that all tasks are being managed properly.
4. Manage your own personal task list.

How to use:
1. Click RSS Feeds, which is located under the Umbrella tab.
2. Click School Calendar Feed.
3. Choose your RSS reader.
4. Click Subscribe Now.
Note: Learn more about RSS feeds and RSS readers here. (LINK: http://en.wikipedia.org/wiki/RSS)
How you can use RSS Feeds:
1. Stay current with events occurring on campus.
2. Filter and download news feeds from multiple organizations into one centralized location, like Microsoft Outlook or Google Reader.

How to use:
1. Click Rosters, which is located under the Umbrella tools.
2. Next to each selection, click Excel or CSV to export a roster in the desired format.
a. Export all organization rosters- Produces a spreadsheet with a tabbed view of every organization in your community.
b. Export community roster- Produces a spreadsheet including every student with an OrgSync account, their information, and organizations they belong to.
c. Export list of organizations- Produces a spreadsheet showing the user count of all organizations, including number of administrators, members, and pending invitations.
d. Organizations- Exports a roster for a specific organization in your community.

How you can use the Rosters:
1. View real-time rosters at any given time for each organization without having to request paper copies from organization leaders.
2. Gain a snapshot view of every student user in your community and the organizations in which they are involved.
3. Know how many members are involved in each organization at any given time.
4. Format the data in any way that suits your needs, i.e. creating a spreadsheet of every organization’s officers and their contact information.

How to use:
1. Click Reports, which is located under the Umbrella tab.
2. Resumes- download students’ resumes.
a. Click Resumes.
b. Select a member of the community from the -Select a Member- dropdown menu (this is a list of  every OrgSync user in your community).
c. If the student has a resume, click download to access the student’s resume in PDF format.
3. Event Turnout- view event turnout rates for individuals by organization.
a. Click Event Turnout.
b. Click on the organization you would like to view.
c. Export a tabbed Excel spreadsheet and view each member’s event hours, broken down by the event type.

4. Timesheet Exports- view timesheet exports by organization or individual.
a. Click Timesheet Exports.
i. Organization Timesheets: Export an Excel spreadsheet of all members’ total event hours.
ii. Individual Timesheets: Export an Excel spreadsheet of any individual’s event hours in an organization by selecting the Organization then the User.
b. Choose from the dropdown menus: Organization, User (if exporting individual timesheets), and Format.
How you can use the Reports:
1. View resumes of students applying for assistantships, internships, work-study positions, or officer positions.
2. Compare the involvement of individuals and organizations.
3. Use the timesheets as learning tools to initiate developmental conversations with students about their commitment levels and maintaining appropriate wellness and balance.

To Create a new poll:
1. Click on Polls located under the Tools menu.
2. Click on the New Poll button located at the top right corner.
3. Fill in each field that is marked by an asterisk.
4. Choose the following options:
a. Show this poll’s results before it ends: Typically this option is for informal polls.
b. Allow members to vote for more than one option.
c. Always hide votes from non-administrators: Typically this option is for elections so that students never see the vote counts.
5. Enter options for students to choose.
Note: Once the first vote is submitted you do not have the option to change the available options or the listed order of your options.
6. Select which organizations can vote in your poll.
7. Click Submit in the lower right corner.

To Edit or Delete a poll:
1. Click Edit in the upper right hand corner next to the poll name and make the appropriate changes.
2. Click Delete in the upper right hand corner next to the poll name, and then click OK.
To View Poll Results:
1. Poll results are shown when poll voting is closed on the date you have noted unless you have selected the option to show the poll’s results before it ends.
Note: Users who are logged in can only vote once for each poll.

How you can use Polls:
1. Collect student feedback to develop student-centered programs and initiatives.
2. Increase involvement and turnout attendance by finding out the best days for events and meetings before making plans.
3. Evaluate students’ needs even when they are off campus for school breaks.
4. Find out what speaker or talent act the general student body wants to bring to campus.
5. Keep commuter students involved even when they cannot be on campus.