Help Center/CollegiateLink Documentation/Setup Guides

Organization Registration Set Up

Nicole Kujawski
posted this on November 05, 2010 02:46 pm

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) Complete organization setup

*See previous process: New Campuses or Transitioning Campuses*

2) Determine needs for new organization registration versus existing organization registration

Campus conversation

3) Determine needs of existing organization registration by organization type

Campus conversation

4) Create a form to be included in specific registration, if applicable (Form Creation - Help Center)

(Some examples of a form to be included in the registration process are Risk Management Form, Anti-Hazing Agreement, or Activities Fair Sign-Up.)

Go to Administration

Go to Forms

Click on “Create new”

Add appropriate fields (Form Creation - Help Center)

5) Create registration (Create Registration - Help Center)

Go to Administration

Go to Registrations

Click on “Create new”

6) Assign registration in to all new organizations (Assign Registrations - Help Center)

Go to Administration

Go to Registrations

Go to Assignment

Select the Registration for New Registration

7) Assign registration to existing organizations in 1 of 2 ways: (Assign Registrations - Help Center)

A) To all existing organizations

Go to Administration

Go to Registrations

Go to Assignment

Select the Registration for Existing Registration

B) To individual organizations types

Go to Administration

Go to Organizations

Go to Organization Types

Go to specific Organization Type

Select registration from drop-down menu at bottom of page