Your Organizational config tab includes the basic, foundational information about your organization, including your school names, contact information, district details, and so much more.
Other settings you’ll become very familiar with navigating to are:
- Delivery options
- Tip Line
- Tasks schedules
- Automated Notifications
This article will show you what options you have available.
This is a Help for District Administrators article, providing comprehensive support for those with the highest level of access as they help their communities get started with Messages XR Enterprise.
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.
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
- 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.
- Delivery Options
- Tip Line
- Task Schedules (coming soon!)
- Automated Notifications (coming soon!)
Step 4: Locate your platform’s URL
- Virtual host: This is the URL that you can share with any of your users who will be given access, at whatever level. Learn more about role levels in the article, "Roles and permissions in Messages XR Enterprise."