Organization Details and Configuration

System Configuration

This system customization takes only a few minutes and begins the process of making the system reflect your organization.Cogran will apply these organizational details throughout the system.Cogran allows customers to set up some basic settings as new clients. This includes useful information about the client organization. Fill out the form as detailed below, and then click save to save the settings.

1. Navigate to the menu item: System Preferences and Access Control>Organization Details and Global Settings
2. Search
3. Your organization name appears

Organization Details

1. Click the edit Pencil to edit  Organization Details
2. Tab One: Customer Organization
   • Organization Name: Organization name appears on upper left corner of your administrative site and is used internally.
   • Client Website Address: Enter your URL
   • Administration Contact: Choose an admin email contact
   • Email: Your support or general email
   • Address
   • Address 2
   • City
   • State
   • Zip/Postal Code
   • Member Sequence Number: If you are planning to use ongoing member numbers, please enter the member number at which Cogran should begin. 
   • Check to update your email templates with this information–note that this only happens once. Once this is applied, it cannot be changed again. 
3. Tab Two: Time Zone and Currency
   • Set the Time Zone in which your organization resides
   • Set the currency which your site will use
4. Tab Three: Network Settings–Cogran Use Only
   • Site Code
   • Cogran Front Page Domain

• List of States: If not using 50 US States and Washington DC, enter override content here. IMPORTANT: Put one school name on each line.List will not remain after saving.
• Schools: Schools are often displayed for students to select during registration. IMPORTANT: Put one school name on each line. List will not remain after saving.
• League: Add list of leagues here if using leagues in team formation. IMPORTANT: Put one school name on each line.List will not remain after saving.
• Pricing Customizations: check boxes and select options here. Note that these can be updated later in the registration setup process.
  • Required Waiver
  • Resident / Non Resident Pricing
  • Quantity Discount
  • Sibling Pricing
  • Membership
  • Apply Special Pricing
  • Additional Fee
  • Online Registration Fee: Choose a fee from the list
  • Participant Fee: Choose a fee from the list.
• ID Number: This number is used to assign code numbers to volunteers or members.

The Go To Menu:

Configuration Profile:

• Click the edit pencil
• A form loads: System Configuration
• Organization Name: Emails come from this name
• Cloudinary Cloud Name: If using a separate cloudinary account, enter that name here. From your cloudinary dashboard under Account Details enter the Cloud Name. Please see help desk for required cloudinary setup.
• Pricing Options
  • Organization Name: Emails come from this name
  • Cloudinary Cloud Name: If using a separate cloudinary account, enter that name here. From your cloudinary dashboard under Account Details enter the Cloud Name. Please see help desk for required cloudinary setup.
  • Pricing Options
  • Resident or Non Resident Pricing: pricing by zip/postal code will be available.
  • Apply Membership Control
  • Sibling Pricing: One sibling pays first highest full price across any item
  • Total Order Fee Applied by Percentage: Fee added to total order based on ( Fee = order total * percentage fee) as set on the fee item
  • Save
• Save

System Preferences:

Cogran uses many business rules that may apply. Feel welcome to review the list in your system, but note that for the rules to apply, further configuration may be required.