Umbrella & Community Settings

There are a number of settings in your community that are important to determine before you import users into the system or begin advertising OrgSync on campus. Generally, these are the settings that only need to be looked at once and they are not related to processes like event requests or organization registration. Use this article as a reference for the items you need to double check before going live.

Set time zones

Time zones can be defined at the umbrella or community level. The benefit of setting the time zone at the umbrella level is that you’re provided the ability to force a time zone change for all portals under the umbrella. To do this, select the Admin dropdown in the top right of your screen, select your umbrella, choose the Settings option, then select the Time Zone tab. Choose your preferred time zone, determine if this should be applied to all portals under the umbrella, and save.

Determine user privacy settings

Users have the ability to customize what personal information is publicly visible through their personal privacy settings page. You can determine the default setting for users by going the Admin dropdown in the top right of your screen, select the community option, choose Settings, select Setup from the left-hand toolbar, then choose New User Defaults. Click the checkbox next to the items you want hidden by default and save at the bottom of the page. If you want to apply this setting to all users, please contact your Campus Consultant or the OrgSync support team.

Set up default organizations

You have the ability to define default portals for all new users that join your community. This is what we often refer to as an “all user portal.” To add an all user portal, go to the Admin dropdown in the top right of your screen, select the community option, choose Settings, select Setup from the left-hand toolbar, then choose New User Defaults. The bottom half of this page is used to add new default portals. Click +Add Another Organization, search for the organization by name, then save your settings. This will automatically add all new users to this organization (not existing ones).

Integrate with Google Analytics

Integrate with Google Analytics to better understand your audience, trace user paths, and see what people are up to. This tool allows you to observe traffic patterns and gauge the success of marketing initiatives. It’s important to set up this integration as soon as possible even if you don’t have a plan in place to use the data, because it starts tracking data after you’ve entered the tracking ID in OrgSync. There is not a method to pull historical data if you do not set up this integration.

To begin, select the Admin dropdown in the top right of your screen, choose your community, select the Settings option, choose Setup from the left-hand menu, then choose Google Analytics. Click here for more information about this integration and the setup process.

Determine if you want to use branded emails

Enabling branded emails will apply your community’s custom branding to email notifications. If you do not enable this tool, OrgSync’s branding will be used. To enable this feature, select the Admin dropdown in the top right of your screen, choose your community, select the Settings option, choose Setup from the left-hand menu, then choose Branded Emails.

Customize your community’s welcome message

The welcome message appears on your community’s login page and is also sent to users after they create an account. Customize the text and icons that appear in the welcome message. Access this page by going to the Admin dropdown in the top right of your screen, choose your community, select the Settings option, choose Setup from the left-hand menu, then choose Welcome Message. As you make changes, the preview will update to give you an idea of the finished product.

Enable or disable specific tools

It's possible that your campus doesn't want to use some of the portal's tools. Typically, campuses just hide these tools in their default portal so they will not appear when a portal is created but it still provides them the ability to turn it on later if they opt to do so. In other cases, you may want to prevent organizations from using a tool entirely. In this case, you can do so through the umbrella and community settings. These different locations allow you to turn off different tools.

Tools you can disable in umbrella settings

  • Text Messaging
  • Store
  • Checkbooks
  • Invoices
  • Payments
  • Email Lists
  • Open Organization Membership (the ability for organizations to enable “open sign up”)

Tools you can disable in community settings

  • Dues (Simple)
  • Dues (Advanced)
  • Job Board

Access the umbrella tools by going to the Admin dropdown in the top right of your screen, select your umbrella, then choose the Settings tab. This defaults to the Tools section. For the community tools, go to the Admin dropdown in the top right of your screen, select the community option, choose Settings, then choose Tools from the left-hand toolbar.

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