Using Engage - The Basics

Log into Your Engage Account

  1. Go to engage.dartmouth.edu.
  2. Select the sign in button at the top right corner.
  3. Use your Dartmouth Net ID to login using single sign on.
  4. Manage your account by clicking on your photo or initial icon in the upper right corner.
  5. Join organizations by using the search feature. Select the "join" button in request membership.

Administrators

Become an Administrator

To become the administrator for your organization, you will need to submit a request to a current administrator of that organization. If all of the current administrators have graduated or left the organization, please contact COSO. Alternatively, log in using the organization account. Each organization is listed as an administrator of the portal.  

Add an Administrator

In your organization:

  • Using the switchboard (nine dot menu in right hand corner), switch to the manage view.
  • Select your organization from your memberships.
  • Select roster from the "hamburger" menu on the left (under the Dartmouth logo).
  • Click the pencil next to the user you want to modify.
  • If the user is already a member of your organizatiton:
    • Select the "admin" position type. This position provides full administrator access to the organization. 
      • You can also assign specific positions to have various levels of access. See set permission section for more information.
  • If the user is not a member, you will need to invite them to become a member first. Once they have accepted, they can then be assigned the correct permissions.
    • To invite a member, click on "invite people" button on the roster page.
    • Make sure to use the user's Dartmouth email address.

Set Permissions

Engage allows you to set up different positions which, in turn, can have different levels of permission. Permissions allow organization administrators to dictate which tools each assigned position can access. Administrators can assign positions to have:

  • No access to organization management features (the user will only be able to view the organization).
  • All access to organization management features (the user will be able to use all management features within the organization).
  • Limited access to organization management features (administrators can select what types of features user assigned to this position can manage).

To set up positions and their permissions, navigate to the roster page of your organization and select the manage positions section. 

For more on creating positions, including the list of available permissions to set, read this article from Engage support.

Update Your Profile

Your organization page should be updated anytime you make a change to your group. This includes new officers, meeting time, advisor, constitution revision, etc. This is in addition to the annual renewal that is required each fall.

  • To set officers: use the roster page and select the pencil next to the user who you would like to assign an officer position.
  • To set an advisor: create a position within your organization and assign the advisor that role.
  • To upload a revised constitution: use the document page (in the hamburger menu).
  • To update your group's description and profile picture (visible on Engage), use the profile page (in the hamburger menu).

Populate Organization Page

Invite your officers to your organization to begin adding content to your organization. COSO recommends you add the following:

  • Files, ncluding your constitution/bylaws, minutes, agendas, old funding proposals, etc.
  • Build online forms. 
  • Add events and meetings to your organization's calendar.
  • Add content like photos and news posts.
  • Invite your members. We suggest that you populate your organization's page first so that your members see an established community upon joining, allowing them to get involved quickly and easily. You can invite members to your organization using the invite people button on the roster page.

Other Questions

Please visit the Engage Help Center if you have any additional questions and to learn more about how you can use Engage.