Welcome to YaleConnect

Yale Connect Training

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Setting Up Your Organization's Portal

After going to  https://yaleconnect.yale.edu/club_signup to find your group, you can filter by clicking the button for "Yale College Undergraduate Organizations", or simply type in your group's name. Click the blue re-registration button to re-register your group.

Here are the top 10 steps for customizing your Yale Connect portal and ensuring that all of your information has a place!

  1. 1

    Access portal for your group

    a. Log into Yale Connect: https://yaleconnect.yale.edu/home_login

    b. Click on the Groups icon and find your group. Select the Gears icon next to your group.

    c. Click on "Settings." This will bring you to a page where you can access Basic Information, Address, Access & Privacy, Membership, Payments, Social Networks, and more.

  2. 2

    Edit Basic Information for your group

    a. Make any necessary changes to group name, type, categories, logo, group acronym, mission, membership benefits, goals, constitution, publish, hide from groups list, close membership, etc.

    b. **Make sure to upload your group constitution

  3. 3

    Add email and website info for your groups with the "Address" tab

  4. 4

    Edit Membership settings with the "Access & Privacy" and "Membership" tabs

    a. "Access & Privacy" will give you access to member signup instructions and other restrictions for membership.

    b. "Membership" will adjust membership settings, including membership expiration, privacy, and default duration.

  5. 5

    Under "Payments" tab: If your group has a PayPal, enter the address here.

  6. 6

    Add links to your group's Facebook, Instagram, Twitter, YouTube, LinkedIn, etc. under the "Social Networks" tab.

  7. 7

    Optional: Use the "More" tab to change the group cover photo, set automatic welcome messages, edit forum settings, edit email/notification settings, edit event defaults, etc.

  8. 8

    Add members to your group:

    a. Return to your group's home page by clicking on the Groups icon and selecting the Gears icon next to your group.

    b. Find the "Members" tab.

    c. Use the "Add Member" button to search and add members.

  9. 9

    Assign roles to officer positions:

    a. Once someone accepts their membership request, go to the dashboard icon on the top left of your page and scroll down to the "Officers" button.

    b. This will bring you to a page where you can edit the "Position" of a member in the group.

    c. Remember to add at least one president, vice-president, and treasurer. **A group's treasurer cannot hold any other leadership roles in the group.

  10. 10

    Add posts to your page

    a. Go to the dashboard icon on the top left of your page and scroll down to the "Group Page" button.

    b. Click "Add Events to My Calendar" to post events onto your page.

    c. Update your status, or add photos/documents/links/videos to your timeline so your members have content to view.

  11. 11

    Upload reports

    a. Go to the dashboard icon on the top left of your page and scroll down to the "Reports" button.

    b. Here, you can upload events, member attendance and financial reports which can help contribute to your institutional memory.