Frequently Asked Questions

 

1. How do you change a Financial Officer?

2. What's the difference between CardinalSync and Mygroups2?

3. How do I upload a constitution?

4. How do I reregister my organization?

5. How do I change leadership midyear?

 

1. How do you change a Financial Officer? 

There are two main tasks to change your Financial Officer (FO):

Step 1: Register the new FO with access to CardinalSync and MyGroups2

a) In CardinalSync, go to your organization's page

  • Make sure the new FO is a member of the group by clicking on the People link; invite to join if not already listed

  • Click the name of the new FO; click Manage to change their access level from Member to Administrator. A title for the member can also be entered under their name

b) Return to your organization's page in CardinalSync

  • Click the Profile tab in the upper-center of the page; click the pencil icon to edit
  • Navigate to the Leadership Information page

  • Update the FO's contact information; click to the end of the profile and save the changes

  • This profile change request is forwarded to SAL for approval

Step 2: New FO attends Banking Workshop

These can happen in either order, although both will be required before the new FO has access to the MyGroups accounts. We recommend waiting until they have done the workshop before making the change official.

 

 

2. What's the difference between CardinalSync and Mygroups2?

CardinalSync helps student leaders manage their group profiles, update their organization's constitution and leadership, organize their roster list, communicate within their group, update their group calendar, promote their events, and store their organization's files.

EVENT REGISTRATION APPROVAL HAS MOVED TO CARDINALSYNC (AUGUST 2013)

Mygroups2 is mainly for finances (banking and funding) and eCommerce

For more information on the difference between CardinalSync and mygroups2, check out our CardinalSync vs. mygroups2 webpage.

 

3. How do I upload a constitution?

*Note: ONLY ADMINISTRATORS OF AN ORGANIZATION CAN UPLOAD A CONSTITUTION.*

Step 1: Once you are viewing your organization make sure the "Profile" tab is selected.

Step 2: Click on the pencil icon to edit. Scroll to the bottom of the next two pages (Basic Information & Leadership Information) and select the "Next" button.

Step 3: Once you are on the "Membership and Meetings" page, select the "upload" button under "REQUIRED: Most Current Group Constitution."

Step 4: Upload your constitution.

 

 

4. How do I reregister my organization?

Step 1: Search for your organization in CardinalSync.

Step 2: Select the "Go to Org" button.

Step 3: On the top bar, make sure "Profile" is selected.

Step 4: Select the pencil (Edit) to make changes to the Organization profile.

Step 5: Make sure that all of the following information has been updated

  • information (name, email, SUNet ID, phone number), new president, vice president, financial officer, and three additional members (all mus tbe different people)
  • group description
  • membership requirements
  • constitution

Step 6: On the last page, make sure you select "finish."

 

How do I change leadership mid-year?

If one of your group leaders changes mid-year, you may simply make an edit to your current myGroups registration.

Edits can be made by either the president or financial officer. To make your edit:

  • Log into CardinalSync, go to your organization's profile page, select edit, and update the leadership information. Make sure you select "finish" on the last page to submit your request.

 

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