PIONEER PLACE

Follow the directions on the followingpages, click here to get to PioPlace

THE BASICSFOR ORGANIZATION PROFILES

OVERVIEW

Updating organization profile

Approving new members

Adding new members

Changing positions and permissions

Adding positions

Customizing organization’s page

Creating events Updating pictures Sending messages Uploading news

UPDATING ORGANIZATION PROFILE

UPDATES ARE THE RESPONSIBILITY OF STUDENTS, NOT THE ADVISORS

Click “Edit Profile” underneath organization’s profile picture

You can edit the Summary Description, Full Description, Contact Information and External Page Links, etc.

Click “Update” to update the changes to your organization’s page

Your profile changes have now been updated

APPROVING MEMBERS

New members can join by locating your organization on the

campus site or through an invitation.

You must approve these new members

before they are added to the

organization’s roster.

APPROVING MEMBERS

Go to Roster on the left side of your organization’s page.

Click “Manage Roster” at the top of the page.

Go to the tab with a number in the parentheses: Pending or Prospective

APPROVING MEMBERS: PENDING MEMBERS

Pending members are those you wish to invite to your organization Check the box to the left of each individual Click “Resend Invitations” A message will be sent to each individual

checked. Those individuals can either accept or decline the invitation.

APPROVING MEMBERS: PROSPECTIVE MEMBERS

Prospective members are those who found the organization and indicated they wanted to join Review the users who are awaiting membership

approval Check the box next to the name of an individual and

click “Approve” or “Deny” next to each individual Confirm action Those who have requested membership in your

organization will receive a message stating whether they have been approved or denied membership

ADDING NEW MEMBERS

From your organization’s page: Click “Invite people” in the tab on the left side of

the page Enter the campus e-mail addresses of individuals

you wish to send membership invitations Select “member” from the drop down menu Click “Send Invitations” when all people have

been added to the list A message will be sent to those selected which

will prompt them to either accept or decline invitation

CHANGE POSITIONS AND PERMISSIONS From the Organizations option on the

Administration page: Locate the organization in the list Click on the name of the organization Go to the positions tab

The position templates that are available for this organization are listed. Click on the name of the position that you wish to edit

Update the name of the position as it will appear

CHANGE POSITIONS AND PERMISSIONS, CON’T

Update the remaining options as appropriate: Only assignable by administrator Automatically approve requests Visible on roster Visible on CCT Position name can not be changed Security permissions are locked Is active Management access

Click “Update” when all changes have been made. Edits are now saved.

ADDING POSITIONS

From the Organizations option on the Administration page: Locate the organization in the list and

choose name of organization Go to the “Positions” tab and click “Create

New Position” The Positions Templates that are available

for this organization are listed. Click the name of the position that best matches the new position

ADDING POSITIONS, CON’T

Update the name of the position Update the remaining options as appropriate:

Only assignable by administrator Automatically approve requests Visible on roster Visible on CCT Position name can not be changed Security permissions are locked Is active Management access

Click “Create” The new position has been added to your

organization’s profile.

CUSTOMIZING ORGANIZATION PAGE

Log into your campus site

Go into your organization’s page

Go to “Manage” on the left side of the

page Click “Organization

Styles”

CUSTOMIZING ORGANIZATION PAGECON’T

To update the font type: Select the radio button next to the style you’d like

to update the text to and click “Submit” To update the colors:

Click the colored box and select a color from the 16 color options and click “Submit”

To update the header image: Go to the “Organization Header Images” link under

the Manage menu Click “Add Header Image” button to select image

file

CREATING EVENTS

Log into your campus site and go to your organization’s page.

Go to “Events” on the left side Click on “Create Event” Enter the Name, Location, Start Time

and End Time Enter a brief description of the event

and attach a pre-approved flyer

CREATING EVENTS CON’T

Specify the type of event: Select the appropriate Category from

the drop-down menu, if applicable Specify who can RSVP for the event Indicate if anyone is allowed to self-

report attendance to this event Include any additional information that

may be required

CREATING EVENTS CON’T

Click “Save” Identify who you’d like to invite to the

event by username or e-mail Click on each User to invite, and they

will be listed below Type in the e-mail addresses of each

person you’d like to invite. Click “Add E-mail Address”

Click “Send Invitations”

CREATING EVENTS, CON’T

Your event has been created and has been submitted to the Office of Student

Activities. Once your event has been approved, the individuals you have

invited will receive an invitation to the event.

UPDATING PICTURES

From the Photo Gallery menu option on your organization’s page: Update Album Information Add photos to existing album Remove photo Remove album

UPDATING PICTURES: ALBUM INFORMATION

Update album information Locate the album to update and click on

the album itself or the linked name just below the album

Click “Edit Album” in the top-right corner Update the name, description, and access

to the phone album Click “Save”. Your album has now been

updated.

UPDATING PICTURES: ADDING PHOTOS Add photos to an existing album

Locate the album to update Click on the album itself or the linked

name just below the album Click “Add Photos” in the top-right corner Select the file(s) from a saved location and

include a caption. Click “Upload all” You have now added photos to an existing

album

UPDATING PICTURES: REMOVING PHOTOS

Locate the photo to be removed within an album

Click the red x next to the name of the picture

Confirm deletion You have now

deleted selected photo(s)

UPDATING PICTURES: REMOVING AN ALBUM

Locate the album to be removed

Click the red x in the top-right corner of the album

Confirm deletion You have now

removed selected album(s)

SENDING MESSAGES

Log into your campus site

Go to your organization’s page

Go to Roster on the left side of the page

Click on the “Messaging” link

Click “Send Message” under the appropriate delivery method

SENDING MESSAGES, CON’T

Create a delivery statement using the criteria lists by clicking “Edit” on each component

Enter a subject line for the message and the body of the message

Click “Send” to send the message to your indicated recipients

Your message has been sent to chosen individuals

UPLOADING NEWS

Log into your campus site Go to your organization’s site Go to “News” in the left navigation Click on “Create Article” Enter the title summary, and the full

story of the article. You can use the text editing features to customize the style of the story of your article

UPLOADING NEWS, CON’T

Upload an image to be displayed with the summary in the News ticker

Specify who can view the article

Click “Save Article” You have now

added a news article to your organization’s page

Bethany PirainoAssistant Director of Student

Activities(315) 792-3037

bapirain@utica.edu