For the best use of the site and to ensure that the features of the site are working to your best advantage, follow the steps outlined in the exact order.

1) Create organization types (Create Organization Types - Help Center)

(Organization types control the behavior of each organization within that type, for instance with the Greek Organizations type you can control who can join or participate in initiation.)

Go to Administration

Go to Organizations

Go to Organization Types

Click on “Create new”

2) Create organization categories (Create Organization Categories - Help Center)

(Some examples of organization categories include Recreational Sports, Social, Academic, Fraternity, Sorority, Service, and Multicultural, and are used when searching for organizations to become involved in.)

Go to Administration

Go to Organizations

Go to Organization Categories

Click on “Create new”

3) Create position templates (Create Global Organization Positions - Help Center)

(Some examples of position templates include President, Vice President, Treasurer, and Advisor. These can be designated for all organizations or for specific organization types that have different officer requirements.)

Go to Administration

Go to Organizations

Go to Position Templates

Click on “Create new”

4) Create organization profile additional fields (Create Additional Fields - Help Center)

(These fields are completely optional but may include general meeting time and place, phone numbers of specific officers, and office hours.)

Go to Administration

Go to Configuration

Go to Additional Fields

Select Group Profile

Click on “Modify”

Add all appropriate fields (Form Creation - Help Center)

5) Assign to organization types (Assign Organization Type - Help Center)

Go to Administration

Go to Organizations

Select each organization

Click on “Change Type”

Select new type

Repeat for each page of organizations/type to be assigned