Wrapping-Up This Year:
Pulling Reports:
Before removing/archiving users, we recommend going into the graduating sub-org and pulling all-time (done by clearing out the date range filters) User and Service Log exports.
Note: Once users have been removed, you will still be able to view their past logs by going to the Service Logs tab -> clearing out the date range filters -> searching their name or email address (the latter produces cleaner reports). If you'd like more information on pulling reports, click here!
Additionally, users can still access their account if they have a password in MobileServe, or they can email support@mobileserve.org to switch their account to a personal email address.
Cleaning Up Your Roster:
Once you’ve pulled any data you wish to store outside of MobileServe, you will then simply need to go to the Sub-Orgs tab and click the “Deactivate” button next to the relevant sub-org!
Note: If you have a roster sync, users will be removed automatically once they have alumni stats in your SIS, unless you adjust your sync settings:
Looking Ahead to Next Year:
Onboarding New Users:
Creating New Sub-Orgs:
Before onboarding new users, you'll need to create a new Sub-Org. To do this, you'll go to the Sub-Orgs tab -> click "create sub-org."
It is important to note that Sub-Org names must be unique across the entire platform, so follow the naming convention in place (e.g. "Jake's HS: Class of 2012" rather than "Class of 2012").
Manually Onboarding Users:
If you want to onboard users via CSV import, here is a guide that walks through running a User Import. You can also email your CSV roster (must include: first names, last names, email addresses, & sub-org assignments) to support@mobileserve.org.
Onboarding Via Roster Sync:
If you take advantage of one the free roster syncs (Blackbaud, PowerSchool, FACTS, Veracross), follow these quick and easy steps to onboard your new users!
Data Syncs to Push Service Data Into Your SIS:
Also, we now offer data syncs for our partners using the Blackbaud and FACTS roster syncs! Email support@mobileserve.org to learn more.
Community Partners:
If you're looking to add more nonprofits to the MobileServe database, click here!
Onboarding New Admins:
To onboard new admins, all you need to do is go to the Users tab -> Add User:
Additionally, here are two tutorial videos to get new users up to speed:
Custom Branding:
Our custom branding option allows you to implement your school colors and logo, really making the app feel like a part of your school's service program - for a one-time fee of $500. What better way to kick off a new year of service than with a fresh new look? If you're interested in taking advantage of this feature, or just have any questions, please pop in the support chat and let us know!
Please reach out to support@mobilserve.org if you have any questions!