Add members to your portal's roster
- In your portal, click "PEOPLE" tab on the left column to find your roster.
- Invite members to join by using button on the right side of the window called "INVITE PEOPLE." Click it.
- A window will open. Type in the emails of people you want to invite. An invitation will be sent.
- Invite 3 people as "ADMINISTRATORS" and at least 7 other "MEMBERS". Once they accept the invite the roster will be complete.
For quick video instructions from OrgSync see, Invite Users to a Portal.
Give members desired administrative privileges
- In your portal, click "PEOPLE" tab on the left column to find your roster.
- To change the administrative privileges of a existing member in your roster, click on the member's name.
- See new window with member's name. Find "MANAGE" button. Click it.
- Give desired privileges:
- ADMINISTRATORS can edit your entire portal and request an event (only 3 members should be administrators).
- OFFICERS can request events. They cannot edit (best to keep officers to a max of 4-5).
- MEMBERS can have basic access. They cannot edit or request an event.
- If the member is not yet on the roster, send the member an invite. Designate the desired access level at this time.
For quick video instructions, see SAL's vidio on Adm Privileges
TIP
- Can't access the form? You probably don't have access as an ADMINISTRATOR. Find a former offier/administrator of your group and have your access changed so you can edit the form. Still struggling? See a SAL Peer Advisor.
