This article helps school administrators and principals review and configure their Organization Config tab in Messages XR Enterprise, including school name, contact information, and key settings like Delivery Options and Tip Line.
đź’ˇQuick answers
- Where do I find my school's Organization config settings? Click the Settings tab in the left navigation - it opens by default to the Organization config tab showing your school's fields.
- Which Organization config fields affect the mobile app? Certain fields in the Organization config tab determine what information populates in your school's mobile app.
- Confirming that merge tags will populate correctly in outgoing messages? Check that the fields used by merge tags - such as school name and contact information - are accurately filled in the Organization config tab.
- Can all fields in the Organization config tab be edited directly? Some fields are dynamically populated from your SIS integration and may require Finalsite Support to modify.
- What other settings are accessible from the Organization config tab? You can also access Delivery Options, Tip Line configuration, Task Schedules, and Automated Notifications from this tab.
Step 1: Navigate to Settings > Organization config tab
After clicking the Settings tab in left navigation, the default view will open up to the Organization config tab which will display the fields that represent your assigned school.Â
Step 2: Confirm the accuracy of the information
Scan and browse to check on the information populated into each of the fields. Here are more details about each of the fields in your Organization config tab.
Important Notes:
- Some of the information in your Organization 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.
Here are the possible fields you may see and be able to configure:
- Name
- Abbreviated name
- Type dropdown: Select from National, Regional, District, High School, Middle/Junior High School, Elementary School, Department, Other, or Association.Â
- Parent: Select the district where this school or organization is under. The system may not allow you to change the setting.
- ID: This ID often populates from your SIS and becomes the main identifier for your building.Â
- 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
- 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 your school in certain areas of the platform, usually a logo.Â
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.Â
- Delivery Options
- Tip Line
- Task Schedules (coming soon!)
- Automated Notifications (coming soon!)Â
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."