EagleSync Roster Management - for Departments

This guide provides step-by-step instructions for roster management. It covers various actions such as filtering members, editing membership information, adding new members, and assigning administrative roles. If you need help with managing your roster effectively, this guide is a valuable resource.

Michelle Mowrey
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15 steps
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2 minutes

Ewu

Keeping your membership roster up to date is important: 1. **Assigning Officers:** It is important to keep group Officers up to date as those are the people who can access your group, make changes, create events, etc. 2. **Effective Communication:** An accurate roster ensures you can quickly and efficiently communicate important information to all members. Departments may choose not to add students as members, but they might consider adding faculty and staff who work in the department as members to easily send out newsletters built within the system.

Update your roster by searching for your group and clicking the wheel to manage\ your group.

Within your Dashboard, click "Members"

There are a variety of ways you can filter to look at membership, including but not\ limited to current members, past members, contacts (people who may have\ shown an interest in the organization but are not active members).

Click the drop down menu to see filter options.

You can utilize Sub-Group tags in a variety of different ways. Perhaps you have\ committees, or members operating in different events or campaigns within your\ organization. By creating and assigning Sub-Group tags, you can easily\ communicate with just those members, or invite just those members to specific\ meetings or events.

Filter by Sub-Group Tags

If someone is no longer an active member of your group, do not delete them as a\ member. Instead, change their membership end-date. This helps the group and\ the institution have a better understanding of membership ebbs and flows.\ Click the pencil icon on the appropriate person to adjust their membership end\ date.

Choose the end date closest to when they stopped participating then click "save." If you need to find this person again, you can find them by filtering to "Past Members."

Add members by clicking "Add Member" on the top right blue button. You will then be able to search for the person and add them to the group. If you want to add members in bulk, you can also use the "Paste List" button to add member based on their EWU email or NetID.

It is important to keep your officers updated. The next few steps describe how to add officers and assign their roles.

If you want to make the person an officer, you can find them under "Members"\ and then click the "Officer" button on the right.

To assign an Officer role to the new Officer, go back to your Dashboard by clicking\ "Dashboard" on the left-hand toolbar.

Click "Officers"

Find the appropriate person and Click "Position"

Choose the correct position. You can also create custom positions for your\ organization. We have created "Department Staff" as a default for Departments to use.

Click " Permissions" to adjust the settings this officer will need.

After you have ended the person's membership, you can find them under "Past Members."