ENGAGE Support

CONFIGURATION To access Configuration; from the left navigation panel choose PER CAPITA TAX then CONFIGURATION.              Once you have set up your Con...

How to Create and Send Letter Templates in ENGAGE Letter Templates in ENGAGE allow you to send personalized letters to members or students, automatically f...

Worksites are essential for maintaining accurate member employment information and linking individuals to their corresponding locations. Keeping worksite da...

Employers play an important role in managing memberships, employment records, and payment file importation. It is essential to keep employer information acc...

A Contract, or Collective Bargaining Agreement (CBA), is a written agreement between an employer and their employees that outlines the terms, benefits, and ...

The 'Deferred' status in ENGAGE appears when the system attempts to deliver an email communication, but the recipient's email domain (e.g., Gmai...

Personnel File Uploads Overview The Personnel File Uploads feature allows you to import member data directly into the system in bulk. This tool helps stre...

Overview The Roster is your central tool for managing member records within your organization. You can view members in either List View or Grid View, depen...

Dynamic Distribution Lists are automatically generated groups of members based on specific criteria or filters — such as membership type, status, employer, ...

Inviting Members Overview Use the Inviting Members feature to send registration invitations to users so they can access the Engage Platform. Invitations c...