The Organization Tool Menu allows you to create and manage content for your organization. Access the Org Tool Menu by navigating to your Action Center through the Manage View of the Switchboard.

manage_switch.png

When you land in Action Center, select the organization you want to manage. Clicking on the name of the organization will take you to the Action Center Home for that organization. At the top left hand corner underneath the community logo, you will see the name of the organization next to a menu icon.

DM_Home.png

Click the menu icon to open up the Organization Tool Menu. You may only see certain tools in the Organization Tool Menu for a particular organization. The tools you have access to will be based on your position within the organization.

Org_Tool_Menu.png

You may see any one of the following tools. Click the linked name of the tool to explore a more detailed walkthrough.

Home: Action Center Home provides a summary of your organization. On this page, you will see your organization profile photo, the name of the org, the number of members, and the name of the Primary Contact.

RosterThe Roster tool includes your ability to manage positions for the organization, send organization messages, invite members, remove members, and approve pending memberships.

AboutIn the About tool, you can update some of your organization's basic details, such as the profile photo, description, summary for the organization directory, contact information, and social media links.

EventsThe Events tool allows you to create and manage your organization's events. Submit an event request, or manage an individual event, including inviting attendees, tracking participation, or changing an event's details.

NewsThe News tool helps you share what your organization is doing with the community. You can create, edit, and delete News posts from this area.

GalleryThe Photo Gallery helps you create a more visually appealing organization homepage. Photos are a great way to show off the exciting things your organization has done! Your gallery photos will be showcased at the top of your organization's public-facing page.

DocumentsThe Documents tool allows you to create a shared storage space for important organizational files. You can share these files publicly or only with certain members or Position holders within your organization.

FormsUse the Forms tool to move any of your organization's paper forms into Engage. Use forms for sign-ups, interest forms, applications, and more!

Elections: The Elections tool allows you to create elections for you organization, either for the entire community to vote on, or exclusive to organization members.

FinanceIf your campus utilizes the Organization Accounting/Finance feature, you will be able to submit financial requests for your organization.

Service HoursIf your campus utilizes the Service Hours feature, you will be able to submit service hours on behalf of your organization's members.

Explore View: Click "Explore View" to navigate to the public-facing page for your organization.

Action Center Home: Use this button to return to the general homepage for your Action Center, where you can switch back and forth between Action Centers for different organizations you are involved in.

Have more questions? Submit a request