Articles in this section

Configure organizational settings

This article describes the Organizational config tab in Messages XR Enterprise, including the basic information fields for each school or district and how to access sub-settings like Delivery Options and Tip Line.

đź’ˇQuick answers

  • Updating organizational fields after initial implementation? Most fields are editable by district admins, but core integration fields like SIS IDs should only be changed with guidance from your implementation team.
  • Where is each school's virtual host URL found? Virtual host URLs are listed per school within the Organizational config tab.
  • Does the Help contact dropdown control the support link families see when they need assistance? Yes, the selected contact appears as the help resource in the family-facing interface.
  • What is the Import Monitoring Email field used for? It designates a single staff member to receive an alert if there is a problem with the data import — useful for catching sync issues before they affect message delivery.

Step 1: Click into each school or your main district

When you first arrive, you’ll see a list of all of the organizations and schools that are a part of your Messages XR Enterprise platform. Click into each one to view and configure the fields.

annie school select a school.png

Step 2: Edit basic organizational information fields

Click first into your district organizational settings that should be listed first. Here are more details about each of the fields in your Organization config tab.

Important Notes:

  • Some of the information in your Organizational config tab may have been dynamically populated from your integration.
  • Certain fields determine what will populate onto your mobile app, if you will be utilizing this option with Messages XR Enterprise.
  • Other fields you’ll need to complete to ensure the correct Merge Tags are used in your messaging.
  • Much of this area is completed during implementation when you submit your details as you are setting up your platform. Finalsite Support will assist you, should any of the other fields need modified or configured later on.
  • District organizational configuration screens will display more fields than the school windows.

Here are the possible fields to configure, depending on whether you are viewing district or school settings:

  • Name
  • Abbreviated name
  • Type dropdown: Select from National, Regional, District, High School, Middle/Junior High School, Elementary School, Department, Other, or Association.
  • Parent: Select the district where this school or organization is under. The system may not allow you to change the setting.
  • ID:
    • District ID field: The ID provided in the District's ID field is provided by Finalsite and cannot be changed. 
    • School ID field: School IDs populate directly from your Student Information System (SIS). 
  • Phone
  • Fax
  • Email
  • Import Monitoring Email: Provide an email address in the designated field so we can notify you if there is an issue with the import. Only one email address can be entered, so only one person will receive the alert.
  • Home page
  • Address Lat: Lng:
  • Facebook page
  • Twitter handle @
  • Country
  • Time zone
  • Year round: Does your school or district
  • Help contact dropdown: Select the person whose contact info will be listed at the top of your lower level users’ Profiles, directing them to contact this person in case of any questions or requested changes to profile information.
  • Picture: Upload a photo that will be used to represent each organization in certain areas of the platform.

Step 3: Scroll down to more settings

At the bottom of your list of fields, you'll see more settings to dive into. Click to open each area. 
other settings in organizational config tab.png

Step 4: Locate your platform’s URL

Was this article helpful?
0 out of 0 found this helpful