Managing your Region on ENgage

1. Log into ENgage
2. In the My Organisations box, select the thumbnail next to your organization’s name
3. In the 3×3 grid of squares in the top left select the Members section
4. Select Membership List on the left-hand side menu
5. Click on the small white funnel icon to the right-hand side of your screen
6. Click on the small white plus sign +
7. Select Status
8. On the dropdown list, select Active
9. Click Apply

This will provide a full list of those that have purchased a membership directly with your region, as opposed to individuals who have purchased your regions membership through a club or a county.

To view who has purchased your region’s membership, please follow these instructions:

1. Log into ENgage
2. In the My Organisations box, select the thumbnail next to your organization’s name
3. In the 3×3 grid of squares in the top left select the People section
4. Select Everyone
5. Click on the small white funnel icon to the right-hand side of your screen
6. Click on the small white plus sign +
7. Select EN Member
8. From the dropdown, select Equal to
9. From the dropdown, select Yes
10. Click on the small white plus sign +
11. Select Player
12. From the dropdown, select Equal to
13. From the dropdown, select Yes
14. Click Apply

This will provide a full list of all that have purchased your regional membership, regardless of which organisation it is through.

Firstly, only committee roles that have access to the ‘People’ section of ENgage can retrieve this information from ENgage. To view regional committee role access levels, click here.

A committee member with the appropriate role then needs to follow these instructions:

1. Log into ENgage
2. In the My Organisations box, select the thumbnail next to your organization’s name
3. In the 3×3 grid of squares in the top left select the People section
4. Select Everyone
5. Click on the small white funnel icon to the right-hand side of your screen
6. Click on the small white plus sign +
7. Select Role
8. From the dropdown, select Equals
9. From the dropdown, select Player
10. Click Apply
11. Select the grey tick in the grid header
12. Click Select All
13. Select Export
14. Un-tick or tick the information that you want within the report
15. Click Run Export

Please follow these instructions:

1. Log into ENgage
2. In the My Organisations box, select the thumbnail next to your organization’s name
3. In the 3×3 grid of squares in the top left select Organisation Profile
4. Select Relationships on the left-hand side menu
5. Click on the small white funnel icon to the right-hand side of your screen
6. Click on the small white plus sign +
7. Select Status
8. From the dropdown, select Active
9. Click on the small white plus sign +
10. Select Organisation Type
11. From the dropdown, select Club
12. Click Apply

All of the active England Netball clubs that hold your region as their primary region, will be listed.

Our document download feature means that you can upload a document, that will automatically cascade to all committee roles that are associated with your organisation i.e. an associated club can see your documents.

Please follow these instructions:

1. Log into ENgage
2. In the My Organisations box, select the thumbnail next to your organization’s name
3. In the 3×3 grid of squares in the top left select Organisation Profile
4. Select Document Downloads
5. Click New
6. In the document reference field, enter a title for the file
7. Click Select
8. Double click on the wanted file
9. Select Upload