Using OrgSync- The Basics

Logging into Your OrgSync Account

  1. Go to orgsync.com.
  2. Select Dartmouth College as your Campus Community.
  3. Click “Sign in with your Campus ID” and you will be prompted to log in using your net ID and password.
  4. Complete the simple user profile. Note: You can control your privacy, notification, and account settings at any time under “Manage Account.”
  5. Join an Organization: Begin by browsing through your community’s searchable directory to learn more about different involvement opportunities.

Administrators

Become an Administrator

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

Add an Administrator

In your organization portal:

  • If the user is already a member, click on “People” in the menu bar. Next, click on the user you would like to make an administrator. Click on “Manage” and “Administrator.” This will instantly provide the selected user administrative privileges. 
  • If the user is not a member of the group, you will need to invite them. To do this, click “People” and then “Invite People.” You will be prompted to enter their email (make sure it is the correct, full Dartmouth email address — use the dnd, no aliases). You can also send them a message with the invitation and make them an admin automatically. 

Add Cover Photo and Profile Picture

A profile picture is a required part of the annual renewal process. If your group does not have a profile picture, you will not be eligible for funding. 

Updating your portal settings allows you to customize the way your portal looks with specialized photos, welcome messages, footers, and social media icons. 

Only an administrator of your portal can update your settings and upload profile/cover photos. 

  1. Enter your organization portal. 
  2. Click on “Settings” in the white bar on the right of your screen. 
  3. Click “Organization Settings”
  4. Click on “Cover Photo” in the left tool bar to upload a cover photo. 
  5. To update profile photo: From “Organization Settings” screen, click on “Update Profile”
  6. On the right of the screen, you should see a “Profile Picture” link. Upload the photo there. 

Images must be jpg, png, or gif.

Recommended Sizes

  • Cover photo: 2000 x 320 pixels. 
  • Profile Photo: 300 x 300 pixels. 

Update Your Profile

Updating your organization profile is required any time you have 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.

Only an administrator of your portal can update your portal's profile. To update the profile:

  1. Enter your organization portal. 
  2. Click on “Settings“ in the white bar on the right of your screen. 
  3. Click “Organization Settings.”
  4. Click the green box “Update Profile.”

Set Group Permissions

Permissions allow organization administrators to dictate which tools each account group can access. You can grant members any of the following access levels for each module:

  • Manage: Full administrative capabilities.
  • Contribute: Members may post content but cannot modify content posted by another user.
  • View: Members may view content but cannot edit or create.
  • Hide: Members are unable to interact with a module.

Note: Tools can be turned off and on to fit the needs of your organization.

Setup Join Options

Custom join options allow prospective and current members to join your organization in OrgSync. Join options include:

  • Open: Any user in your community can join an organization
  • Invitation Only: Send invitations for members to join
  • Request to Join: Users must explain their interest in joining
  • Password Protected: Create a password for members to join
  • Write a welcome message and add a banner for your group

Develop a welcome message that describes your organization and your mission. Utilize the welcome message to introduce OrgSync to your members and prospective members. Create a banner graphic for your organization.

Populate Organization Portal

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

  • Files: including your constitution/bylaws, minutes, agendas, old funding proposals, etc.
  • Build online forms and polls.
  • Add events and meetings to your organization's calendar.
  • Create your public website.
  • Add content: Photos, bookmarks, videos.
  • Invite your members: We suggest that you populate your organization's portal first so that your members see an established community upon joining, allowing them to get involved quickly and easily.