The Roster tool allows you to manage your organization with ease and efficiency! This article highlights all the important aspects of managing your roster, keeping your information up-to-date, and making sure the right people have the right levels of permission they need in your organization.

Basic Navigation

When you land on your organization's site, scroll down to see the organization's Roster. The roster will show you a list of all your organization's members and information about your organization's primary contact. The primary contact is person designated to be the main point of contact for your organization. If you need to send a message to your primary contact, you can click the Contact button at the top of the organization page.

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When you click "View Full Roster," you will see members of the organization along with their photo and position, and then a list of general members who do not hold positions. Clicking on a user's name will open their Community Directory information, including basic contact information or any other additional information the user has chosen to publicly show. 

Messaging

As a Roster manager, you have the ability to send messages to your organizations members. Click Messaging at the top of the Roster page in Action Center to create a message relay. Relays allow you to create a temporary email address to send a message to only certain members based on the positions they hold. In-depth information about sending member messages can be found here.

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Managing Positions

As an officer of your organization, or a person with access to manage the Roster tool, you have the ability to create Positions specific to your organization. Click on Manage Positions in the Action Center for the organization to explore this toolset.

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On this page, you can see a full list of the positions available to your organization. Some of these will have been created by your campus's site administrators, while others might be created specifically by your organization. Click +Position to create a new org-specific position. You can read a more in-depth walkthrough of how to navigate this process here.

Managing the Roster

As an officer of your organization, or a person with access to manage the Roster tool, you also have the ability to manage who is on the organization roster and the different roles they hold. Go to the Action Center for your organization to explore these options.

Inviting people: Invite people to join your organization by clicking +Invite People at the top of the Roster page in Action Center. You can find a basic walkthrough of this process here.

Ending memberships: Locate the member(s) you would like to remove and check the box on the far left of the members' names. Click End Membership at the top of the user list. A confirmation box will appear to let you know that ending this user's membership will also remove all of their positions and permissions. You can also end all memberships at once. Learn more about both of these processes here.

Approving memberships: As an officer, you also have control over who joins your organization. When you land on the "Manage Roster" page, you will see tabs for Current, Pending, and Prospective members. Pending members are those you have invited who have not yet accepted your request. Prospective members are those who have requested to join and are waiting on a decision. You can read more about navigating each of these tabs here.

Assigning people to Positions: In the "Manage Roster" section, you can also edit the positions your different members hold. Click Edit Positions to the right of a users name to take this action. A list of all available positions will appear. Assign a user to a position by clicking the appropriate checkbox and clicking Save. For more information, click here.

 

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