Help Center/CollegiateLink Documentation/System Customizations/Maintenance

Create Organization Types

Nicole Kujawski
posted this on August 11, 2010 03:17 pm

From the Administration tab:

1. Click on Organizations on the left side of the page.

2. Click on the “Organization Types” link. The current types will be listed.

3. Click the “Create Organization Type” button at the top of the page.

CreateOrgType.png

4. Enter the name of the type and a brief description (optional).

5. Indicate True or False for each of the settings based on the needs of that type. These settings can be adjusted at a later date if needed. If any item is left as “Not Set”, it will be turned on by default.

  • Auto-approve Involvement Requests: Allows users who include an organization in this type when adding past involvement to be automatically approved.
  • Hide Organization Site: Hides organizations within this type from all users.
  • Show in Public Organization Directory: Allows organization in this type to display in the main Organizations listing for all users.
  • Allows documents to be upload: Allows organizations in this type to upload files.
  • Show Documents To Public: Allows all users to view documents uploaded to organizations in this type.
  • Use Events: Allows organizations in this type to create events.
  • Use Elections: Allows organizations in this type to run their own elections.
  • Use Finance: Allows organizations in this type to access the finance features, such as viewing the account balance.
  • Use Finance Requests: Allows organizations in this type to submit finance requests.
  • Use Funding Requests: Allows organizations in this type to submit funding requests.
  • Use Purchase Requests: Allows organizations in this type to submit purchase requests.
  • Use Forms: Allows organizations in this type the use of their own forms.
  • Use Members and Positions: Allows users to be members and hold positions in organizations of this type.
  • Allows any user to join: Allows all users to join organizations in this type.
  • Show Members to Public: Allows all users to view the members of organizations in this type.
  • Show Officers to Public: Allows all users to view the officers of organizations in this type.
  • Use Outcomes: Allows Outcomes to be associated with organizations in this type.
  • Use Service Hours: Allows users to include services hours associated with organizations in this type.
  • Use Photo Albums: Allows photos to be uploaded to organizations in this type.
  • Registration: Allows a specific registration to be assigned to organization in this type. This will overwrite a registration process identified for all existing organizations. (See Assign Registrations for more information.

6. Click “Save”.