Best Practices: Organization Registration

Umbrella administrators have the ability to determine their umbrella’s process for organization registrations and renewals. To access your org registration process and settings, select the Admin dropdown in your Global Navigation Toolbar and select your umbrella. From your umbrella admin dashboard, click on Organizations and then select Registration Options. 

From here, you will be able to build out your organization registration form and adjust settings so that they align with your department’s procedures. Your org reg form will help you make your administrative processes more seamless while keeping your student organizations accountable.

Here are some of our best practices for building out your umbrella’s org registration process:

1. When creating your org registration form, don’t duplicate questions already asked in the Basic Profile.

OrgSync is hard-coded to collect data like Organization Name, Category, Description, and Keywords when users start the registration process. Your form should focus on any additional information you would want to know about your orgs. Repeating questions might be confusing or frustrating to your users!

2. Get creative with different question types and options to get the information you need. For example:

  • Use the Upload element to ask your users to submit their organization’s constitution as part of the process.

  • Use the Admin Use Only option to help you oversee registration checklists or manage where an organization is in their recognition process.

  • Use Terms and Conditions when you want your users to agree to a set of policies regarding being a recognized organization on campus.

3. Consider collecting information you would want publicly visible on your organization portals’ homepages.

OrgSync allows you to make certain questions from the org reg form public on the portal’s homepage using Public Profile Fields. Consider asking questions like meeting days, meeting time, membership requirements, or the organization’s statement of purpose on the org registration form. Making that information public on the portals’ homepage allows uninvolved students to gain more insight about the organization before joining!


4. Don’t forget to loop reviewers into the process!

Remember there are two types of reviewers when it comes to your organization registration process.

Administrative reviewers are those you choose to bring into the process to offer feedback before you make a final decision about the organization. These reviewers can be anyone with a valid email address. Your administrative reviewers will provide feedback for every registration request that comes through.

User-submitted reviewers are those whose emails are submitted by the user while filling out the org registration form. You can ask for a user-submitted reviewer, for example, the organization’s advisor, by using the Reviewer question type. This user will be invited into the process to provide feedback before you make your final decision.

5. Build Positions into the org registration process.

The Positions feature within OrgSync allows you to track, approve, and report on positions within the organizations you oversee. When creating new Positions, you can select the option to require the position during org registration. When this option is selected, your users will be required to fill out Positions details during their registration process. This saves you the time of building out Positions information as additional questions in your organization registration form!

Want to learn more about best practices for Organization Registration? Check out this webinar!

Have more questions? Submit a request