The Help Desk / Here when you need a little direction.
Training
Learn how to setup and use OrgSync
Ideas
Submit and vote on ideas for new features
Contact Support
EMAIL SUPPORTTraining
OrgSync Introduction
Getting Started
- Create an Account & Sign In
- Join an Organization
- Register an Organization
- Community Home Walkthrough
- Portal Overview
- Global Navigation Toolbar Overview
People
- People Walkthrough
- Add a Portal Administrator
- Invite Users to a Portal
- Resend or Remove Invitations in a Portal
- Create Groups in a Portal
- Add User Titles
Communication
- Contact Books Walkthrough
- Discussions Walkthrough
- Email Lists Walkthrough
- News Walkthrough
- Text Messaging Walkthrough
- Polls Walkthrough
Events Management
- Events Walkthrough
- Manage Incoming Event Requests
- Involvement Walkthrough
- To-Do Lists Walkthrough
- Create an Event
- Attach an Event Form
Forms
- Forms Walkthrough
- Add Form Logic
- Insert Pictures or Video into a Form
- Set Up Form Reviewers
- Locate Reviewers on Form Submissions
- Enable Anonymous Form Submissions
Information Sharing
Treasury
Website Builder
- Website Builder Walkthrough
- Text Editor Tools Walkthrough
- Create a New Page on Your Website
- Add an OrgSync Module to a Website Page
- Add a Link to Your Website's Navigation Bar
- Change a Website's Favicon
Umbrella & Community Management
- Community Administrator Overview
- Add an Umbrella Administrator
- Positions Overview
- Position Settings Walkthrough
- Managing Incoming Position Requests
- Data Browser Walkthrough
User Tools
- My Profile Walkthrough
- Messages & Notifications Walkthrough
- My Events Walkthrough
- ePortfolio Walkthrough
- My Involvement Walkthrough
- Co-Curricular Transcript Walkthrough
Budget Management
- Budget Management System Initial Setup
- Budget Management System Settings Walkthrough
- Revenue Funds Walkthrough
- How to Enable Revenue Funds
- Manage Incoming Budget Requests
- Budget Request Exports
Service Management
Other Integrations
- API Overview (Application Programming Interface)
- Room Reservation Integration Overview (Series25 or Ad Astra)
- Room Reservation Integration FAQ
- My Courses Overview
- Authentication Overview
- CAS Authentication Integration Requirements
Video Library
- Video: Umbrella Administrator Training, part 1
- Video: Umbrella Administrator Training, part 2
- Video: Community Administrator Training
- Video: Using OrgSync for Elections
- Video: OrgSync 101
- Video: Integrating Google Analytics Into Your Community
OrgSync Best Practices
General
Announcements
- ★ Dev Updates: Addition to the Budget Request List
- Dev Updates: Form Dashboard, Event Invitations, & Exporting Group Rosters
- Development Update: Org Registration Edit Ability, Payments, UI Improvements & More
- UI Update: Community/Umbrella Administrator Tools
- Dev Update: Involvement Entry Improvements, Barcode Scanning & More
- Dev Update: Org Profile Updates & Renewals