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SHU Engage (Presence)
How to Manage Rosters to SHU Engage (Presence)
How to Manage Rosters to SHU Engage (Presence)
Tags
Presence
membership
Rosters
Member
Access Rosters
Visit
https://shuengage.sacredheart.edu
(you can also access the link through MySHU)
Click the person icon in the top right corner, followed by login (use your shu email and password)
Click the person icon again in the top right corner, click admin dashboard
From the admin dashboard, navigate to the left side of the screen, click organizations
Click the name of the organization you wish to edit
From here click roster on the top of the screen
Navigate to the bottom of the page to where it states “Members”
Add Member
Click add members
Type in the student's name or email address
Click Search
Click the green add button next to the name of the student you wish to add
If a role other than member needs to be assigned, click add and edit to change their role to the appropriate position
ex: Member, President, Vice President, Secretary, Treasurer, Committee Chair (used for all other eboard positions)
Remove Member
Look or search for the name of the member you wish to remove
Click the pencil icon on the right side of the screen next to the name of the member
Click the red deactivate button
Membership Bulk Update
Create a csv file with the headers of: Email, Position, Status (I can also provide a template for you if you would like)
With one student per line, enter in email address, member, and status will be either active or inactive
THIS SHOULD ONLY CONTAIN CHANGES such as additions or removals
Click the drop-down arrow next to add members
Click Import
Upload the file
Confirm for accuracy
Click confirm and import
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Check out this article I found in the Client Portal knowledge base.<br /><br /><a href="https://techsupport.sacredheart.edu/TDClient/263/Portal/KB/ArticleDet?ID=8829">https://techsupport.sacredheart.edu/TDClient/263/Portal/KB/ArticleDet?ID=8829</a><br /><br />How to Manage Rosters to SHU Engage (Presence)<br /><br />This article gives the steps on how to view rosters for organizations as well as how to add, remove, and update bulk memberships in SHU Engage (Presence).