What is OrgSync?
OrgSync is a web based system that will serve as an all-encompassing club management tool to help you, the student leader, with everything you need to manage your group and plan events. New organization requests, annual organization re-registering, event forms, payment request, and AB funding will all be processed online via OrgSync. This new system also offers many amazing communication features, you can stay on task and ensure your club is on a path to success when it comes to planning events, group meetings, budgeting etc.
Where can I find the login page?
How do I create my individual profile? What info should I provide?
You will be prompted to answer a few questions the first time you login, but the rest of your profile you’ll need to do on your own. You can edit your profile anytime by clicking on your name at the top right corner of your screen. A dashboard will slide out from the right, within which you will click “My Profile.” Once there, click the “Edit Your Profile” button. Please provide your name, email address and phone number as we will use the contact information you provide to get in touch with you. Also, be sure to upload a great profile picture!
How do I find an organization?
From the Boston University home page (which you will see upon login, or can be reached at any time by clicking the Boston University logo at the top left of your screen), simply click “Browse Organizations.” From here, you can search by name, keyword, or category!
How do I make a profile for my organization?
If your starting a new organization on campus, your profile will be created during the application process on OrgSync. There will be a series of questions you’ll need to ask as well as uploading things like your group image, a constitution, and adding memb ers to your roster.
How can I add members to my group?
From the home page of your group’s portal, you can click on the “People” tab and use the “Invite People” button to do this! Invite one person or a bunch at a time – all you need to do is enter their BU email addresses in the space provided and type your message. The people you invite will receive and email invitation within which they can click a green “Join” button! Make sure you invite people with their BU email addresses only.
How can I add additional e-board positions or committees within my group’s portal?
You can designate members as an eboard member through the Positions feature on your portal. To make a change at any time, use the “fill a poisition” button once you click into your group’s positions. To add holders of positions other than the four we require or indicate member participation in a type of committee, you can manage these functions using the People tab. If you click on People and then click the up and down arrow symbol next to “All People,” you should see a green button pop up that says “Create Group.” Type in the name of the position or committee and then hit enter, which will then prompt you to write a description and add people to this category! Creating groups are a great way to communicate with only certain people. Members can exist in multiple groups.
How do I set individual permissions?
In the “People” tab, you can manage individual group member’s permissions by clicking on a group member’s name in the list under “All People.” To the right a description of the member will appear and you can click on the “Permissions” tab here. You can check or uncheck boxes next to different functions to designate which permissions you’d like that individual group member to have. Access to the two most popular permissions include “events” and “budgets.”
How can I communicate with group members through Orgsync?
OrgSync has really awesome features when it comes to communication. It will be easier for you to communicate between you and your group members, with Student Activities, and with University Departments. You can use OrgSync to message your group members, even text group members, take votes, and create to-do lists to assign tasks to the respective group member so you never miss a beat! Using the “More” tab on your portal home page, you can select Discussions, Messaging, Polls, and To-Do List for communication. Discussions allows you to create an online forum around a certain topic, Messaging allows you to message members within OrgSync or text members, Polls allows you to take a vote, and To-Do List allows you to delegate tasks to your members.
How do I create an event?
From the home page of your group’s portal, click on the “Events” tab. From here you can click the green button “Create an Event” to begin an Event Request that is done totally online. Complete this form online at home or come into our office to work with an Event Consultant.
Where can I see the real time status of my event request?
From the home page of your group’s portal, click on the “Events” tab. From here you can see Upcoming Events, and next to the name of the event you will see its status. Statuses can include Pending Approval, Approved, Denied, or Deferred. Pending Approval means that Student Activities is in the process of reviewing your request. Approved indicates that Student Activities has processed your request and you may move forward with event planning. Denied means that Student Activities cannot fulfill your request and you may not move forward with this event. Deferred means that Student Activities requires more information and will be in touch with you to ask questions.
How do Presidents, Treasurers, or Advisors sign off on my event forms?
These folks will get notified automatically by email any time they need to approve something. And the best part is, they will sign off on it digitally! When submitting event forms on OrgSync, designate them as Reviewers so they can log in to OrgSync and digitally approve your forms (you’ll be prompted to do this in the Events form). Their digital approval within OrgSync is equivalent to their signature. This doesn’t mean you can totally neglect your advisor. Be sure to maintain a good relationship and establish a communication plan!
How do I make a reservation?
Secretaries of organizations are required to make requests for space on behalf of their organization. If you’re group has a new secretary, ensure they complete the position forms on your portal so we can get them enrolled in the 25live program we use on campus for booking space. Once they complete the Blackboard course to learn how to use 25live, they can logon at 25live.collegenet.com/bu.
What is the Treasury? How do I find it?
The Treasury is a tool within Orgsync you will be using to manage your group’s finances. From your group’s home page, you can find the Treasury by clicking on “More” and then “Treasury.” From here you access Budgets and Revenue Funds by clicking on either “Manage Budgets” or “Manage Revenue Funds.”
When do you use Budgets? When do you use Revenue Funds? What’s the difference?
Use Budgets only to request and use Allocations Board funding, and use Revenue Funds to manage your organization’s account and make payments using your organization’s funds.
How do I request payments to be made?
From your group’s home page, access the Treasury by clicking on “More” and then “Treasury.” From here you access Budgets and Revenue Funds by clicking on “Manage Revenue Funds.” Here you can view your account activity and your balance. To request payments to be made on your behalf, you can use the button on the right “Create Withdrawal.”
How can I make a deposit?
You will also see a button for “Create Deposit” within the Treasury, but you’ll always needs to come into our office at 1 University Rd to do this with SABO.
How can I request AB funding if I am an undergraduate group? If I am granted AB funding, what happens next?
As a part of the Square program, all Bay State organizations will be directly funded from the Allocations Board at least $100.00 every academic year. Groups in Brookline are also directly funded by the undergraduate student fee. This money will go directly into their revenue funds. For Beacon and Commonwealth organizations, they’ll need to complete an application for funding each semester. These application are usually due within the last month of the semester. The application for funding is for the following semester’s events. That way organizations have a working budget prior to each semester beginning and can hit the ground running with their planning. There is a fillable pdf that is required to be uploaded to your request under the “manage budgets” feature.
How can I apply to start a new student group using Orgsync?
From the Boston University home page (which you will see upon login, or can be reached at any time by clicking the Boston University logo at the top left of your screen), simply click “Browse Organizations.” From here, you will see a green button at the upper right portion of the page that will read “Register an Organization.” Look for this button to appear when the New Group Application goes live each year during the month of September.