How do I manage my organization in My Involvement?

Note:

To make changes to your organization's profile, you must already be listed in My Involvement as one of the following positions for your organization, or have a custom position with one of the following categories:

  • Primary Contact
  • President
  • Vice President
  • Treasurer
  • Secretary
  • Director
  • Chair
  • Representative
  • Advisor

See How do I check and revise my membership status in My Involvement?

For help, contact your campus Support Center.

On this page:


Accessing the organization profile

  1. Go to My Involvement, and click the Organizations tab.
  2. Click the name of an organization to open its profile.

By default, each section of the profile is opened in expanded view. To collapse a section, click the [-] (minus sign) next to it. Click the [+] (plus sign) to re-expand the collapsed section.

Updating profile information

In the "Profile" section, an authorized user can update settings and information about the organization.

  1. Click Edit at the right of the "Profile" header.
  2. Update the fields as desired.
  3. Click Save.

Updating news information

In the "News" section, an authorized user can publish organization news.

  1. Click Edit at the right of the "News" header.
  2. Enter your information in the "News Title" and "News Description" fields.
  3. In the "Publish Date" field, enter a date or click the calendar icon to select one. This is the date when the news items should first appear in the profile.
  4. In the "End Date" field, enter a date or click the calendar icon to select one. This is the date when the news items should stop appearing in the profile.
  5. Mark the Is Public checkbox if the news item should be displayed to users who are not members of the organization. Leave the box blank if the information should be seen only by organization members.
  6. Click Publish.

    If the news submission is successful, a confirmation message will display at the top in a green bar. Otherwise, an error message will appear in red, detailing what issues you need to resolve before you can submit the form.

  7. Click the Organization tab to return to a list of organizations, or click the name of the organization at the top of the page to return to the organization profile.

Events

In the "Events" section, an authorized user can schedule an event, view or edit an attendee list, or view an RSVP list to an event.

Any active events within the next thirty days will be listed. To see past events or events more than thirty days in the future, click View All.

Scheduling an event

To schedule an event, see How do I create, edit, or delete an event in My Involvement?

Event attendance lists

  1. To view or edit an event attendance list, click Event Attendance.
  2. In the "Event Date Range" field, enter a date range. The organization's events scheduled for that range will appear in the "Event" drop-down box. If there is more than one event listed, choose the correct one.
  3. Click View/Edit Attendee List.
  4. To manage the roster of attendees:
    • Click Download spreadsheet of attendees (or blank spreadsheet to use to list attendees) to open an Excel file of current attendees or to create a template for a roster of attendees.
    • Click Upload spreadsheet of attendees to upload a roster. Click Browse... to locate the roster on your computer.
      Note:
      If creating a roster using the Excel spreadsheet, be sure to enter attendees' email addresses, not names.
  5. To manage the attendees individually:
    • To add an attendee, enter an email address in the "Attendee email address" field, and click add.
    • To remove an attendee, click delete next to his or her name.
  6. Click Save.

Viewing event RSVPs

  1. Click View RSVPs.
  2. In the "Event Date Range" field, enter a date range. The organization's events scheduled for that range will appear in the "Event" drop-down box. If there is more than one event listed, choose the correct one.
  3. Click View RSVP list.
  4. Click Choose a Different Event to go back to the "Event Selection" page, where you can review another RSVP list or return to the profile.

Managing your organization roster

To manage your roster, see How do I manage my organization's roster in My Involvement?

Uploading files to your organization profile

  1. Click Edit at the right of the "Files" header.
  2. Select a category for the file from the "File Type" drop-down menu.
  3. Enter a description in the "File Description" field.
  4. Click Browse... to locate the file to be uploaded.
  5. Click add, and then click Save.
Note:
When uploading a picture, you should both resize and compress the image, making it smaller for web publishing. Performing both of these steps will permit the picture to be seen in your organization's profile.

Managing your profile keywords

  1. Click Edit at the right of the "Keywords" header.
  2. Enter a list of keywords to be associated with your organization, to help users find your organization in a search. Separate each keyword with a comma.
  3. Click Save.

This is document bbqh in the Knowledge Base.
Last modified on 2015-04-28.

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