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New Org SetUp (Overview)


Does your organization have several classes, teams, committees, or other groupings in it? With Fourleaf you can create directories and communication channels within these groups and across the whole organization as well.  You can keep open communication within a space private to your organization, while respecting the privacy and preferences of your parents, teachers, and other community members.

Below is a list of steps to take to get your org space running smoothly.  Click/tap on each step to get to a short article with more information and options related to that step.

  1. Initiate Your Org Space*  
  2. Define your Groups/Classes*
  3. Populate Your Directory:
    1. Direct Import (via Spreadsheet)
    2. Online Registration (i.e. Parent Input)
  4. Populate Your Directory: Adding Staff & Volunteers
  5. Register People to Groups/Classes**


*If you are using the Direct Import method to add families to your directory, then you can incorporate initiation and group definition into the same import instead of addressing it separately.

**The registration step can be skipped if using the Direct Import method to add families to your directory.

Enjoy your new directory.

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