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CONVERGE User Guide

Clubhouse (Admin)

System configuration

Branding, email customization, notification routing, and feature toggles.

Updated 5/14/2026

This page describes a feature that may not be enabled for your account.

Clubhouse system configuration is where you tailor CONVERGE to your institution — branding, who receives which notifications, what appears on the landing page, and which features are turned on.

Branding

  • Institution name, logo, and color accents on outbound email.
  • Pre-login landing copy and screenshots.
  • Per-module homepage banner and announcement.

Email customization

Subject lines, sender names, and reply-to addresses for each email template can be overridden per institution. Open <span data-setting-path="Clubhouse → Settings → Email customization"></span>. Send a test email to yourself before saving changes.

Notification routing

Different help-request categories can be routed to different staff members. For example, IRB & Compliance can be routed to a compliance officer while Budget Development goes to a financial analyst. Routing is per-category and per-customer.

Test routing

After changing routing, submit a test help request from a faculty account to confirm the right staff member receives it in their inbox.

Feature toggles

Some features can be enabled or disabled per institution from the feature catalog. The role-security matrix layers on top — features can be enabled but restricted by role.