ENGAGE Help
Go to Membership >Connect, then select Roster. In the Roster page, click the +ADD blue action button to the right. This will open the Add to Your Roste...
Tue, 12 Nov, 2024 at 1:35 PM
Navigate to My Toolbox >Organization Profile Once you have selected your organization you will land on the Contact field. Select the Roster Custom...
Tue, 12 Nov, 2024 at 2:18 PM
HOW TO FIND MY MEMBERS Navigate to Connect > Roster • This will retrieve a list of all current and former members called the Roster. Sort and Filte...
Tue, 12 Nov, 2024 at 2:28 PM
HOW TO CREATE AND DISTRIBUTE A SURVEY Use this guide to assist with building a survey using the Survey Builder feature on your ENGAGE Platform. Sta...
Tue, 12 Nov, 2024 at 2:46 PM
In Engage, open the desired Communications, and select Create. Fill out the required information and content. When you are ready to attach your file, c...
Wed, 13 Nov, 2024 at 12:55 PM
Navigate to Connect >Roster Locate the individual member in your roster that you want to invite to the platform. Select/Double Click the individual ...
Mon, 18 Nov, 2024 at 11:37 AM
Modify Primary Navigation View To toggle between the two views (expanded and compact) select the ellipsis (3 dots) In the top navigation. This will open ...
Mon, 18 Nov, 2024 at 11:57 AM
From the Roster, find the member you wish to update. Select the member record by double clicking on the member card or row in the grid. When selecting a...
Mon, 18 Nov, 2024 at 12:32 PM
Navigate to the SUPPORT TAB > USER MANAGEMENT > UNLINKED USERS In the top section of unlinked users accounts it lists the individuals that have cre...
Mon, 18 Nov, 2024 at 12:53 PM
Navigate to Memberships Tab > Organizations After selecting your Local Org go to the Configure Tab. Trashcan to delete. Uploader to add new i...
Mon, 18 Nov, 2024 at 1:00 PM