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THE WONDERS OF MEMBER ACCESS

THE WONDERS OF MEMBER ACCESS. MODERATOR: ERNIE LUISE, PDG, ARRFC PANELIST: CHRIS PARKINSON, PDG, ARRFC PANELIST: JOHN T. MORGAN, PDG, DRFC. OUTLINE OF PROGRAM. LINK TO WWW.ROTARY.ORG SELECT LANGUAGE HAVEN'T LOGGED IN BEFORE? REGISTRATION & LOGIN. BASIC ROTARY TRF

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THE WONDERS OF MEMBER ACCESS

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  1. THE WONDERS OF MEMBER ACCESS MODERATOR: ERNIE LUISE, PDG, ARRFC PANELIST: CHRIS PARKINSON, PDG, ARRFC PANELIST: JOHN T. MORGAN, PDG, DRFC

  2. OUTLINE OF PROGRAM LINK TO WWW.ROTARY.ORG SELECT LANGUAGE HAVEN'T LOGGED IN BEFORE? REGISTRATION & LOGIN BASIC ROTARY TRF AUDIENCE DIRECTED FLOW WHERE DO YOU WANT TO GO?

  3. Member Access

  4. This presentation will help you familiarize yourself with the functions of Member Access. Throughout this presentation, you can enter the live rotary.org Web site. To return, click the Back button in your Web navigation toolbar.

  5. Menu Learn how to register on Member Access and about the functions available to you. Basics For All Rotarians Learn about the extra Member Access functions for club presidents and secretaries. For Club Presidents and Secretaries Learn about the extra Member Access functions for district governors. For District Governors To return to this menu at any time, click here.

  6. Location of Member Access Member Access can be found on the RI home page, www.rotary.org.

  7. Member Access Functions Using Member Access, Rotarians can: • Contribute to The Rotary Foundation. • View personal contributions to The Rotary Foundation. • Manage e-mail subscriptions. • Register for meetings.

  8. Registration Registration for Member Access is a three part process: • Enter a valid e-mail address and your contact information. • Validate the e-mail address by clicking on the hyperlink in the e-mail sent to you from Member Access. • Complete the online registration form and create your password. Registration usually takes 24 hours to process.

  9. Login Screen Registration for new users. Login for returning users.

  10. Registration: Step 1 Enter and confirm email address. Press submit.

  11. Registration Form • The next step is providing the following information: • Email address • Name • Address • Phone Number • Language • Rotary affiliation

  12. Registration: Step 2 The second step is validating your email address. Click on the hyperlink in the e-mail sent to you by Member Access.

  13. Registration: Step 3 The last step is creating your security profile (password and secret question) which are used to verify your identity and allow you to manage your account.

  14. Click on the Change Password link to change your password. Changing Login Information Click on the My Profile link to change your login e-mail address or secret question and answer.

  15. For help while you are using Member Access, click on Frequently Asked Questions section. Frequently Asked Questions

  16. Main Screen All Member Access navigation options are displayed in the green highlighted box on the left-hand side of the screen.

  17. Rotarians can contribute online to The Rotary Foundation using a credit card. Rotary Foundation Contributions

  18. Rotarians can view the history of their contributions to The Rotary Foundation, including Paul Harris Fellow and Major Donor status. View Your Contribution History

  19. Rotarians can choose the categories of e-mail correspondence they would like to receive. This screen also shows the e-mail address to which subscriptions are sent and the option to update it. Manage E-mail Subscriptions

  20. Register for Meetings Select the meeting you wish to register for and follow the prompts to complete your registration.

  21. Resources For more information on Member Access: • Contact your Club and District Support representative • Go to the Frequently Asked Questions (FAQ) page • Go to Member Access

  22. Club Officer Functions With Member Access, club presidents and secretaries can • View and change club membership data. • Pay club dues. • Search club and district data. • Update club data. • View reports of Rotary Foundation contributions.

  23. Club presidents and secretaries have additional navigation options. These are displayed in the green highlighted box on the left-hand side of the screen. Main Screen

  24. Update Membership Data Add members to your club. View Rotary Foundation and membership reports. Download a list of club members to your computer. View and edit club data (meeting details and club officers). View terminated members. View and edit individual records.

  25. This view shows The name and contact information for each member Committee participation Offices held Membership details View Membership Data

  26. The edit function allows you to change Contact information Member information Edit Membership Data

  27. When adding a new member to your club, search for that member first to avoid duplicates. If the new member is not a transferring Rotarian, click continue. Add Members

  28. When terminating a member from your club, use the drop down boxes to indicate Reason Date Terminate Members

  29. You can view your club’s semiannual report and pay club dues using a credit card. Pay Club Dues

  30. The online version of the Official Directory allows you to View current committees and task forces. View the RI Board of Directors and The Rotary Foundation Trustees. Search for club and district information. Search Club and District Data

  31. Use the Club Data Form to change your club’s Meeting day Meeting time Meeting location Other details Update Club Data

  32. Click ‘Add’ to enter current and incoming officers. Use ‘Edit’ to choose the end date of an officers’ term. Click ‘Remove’ to remove an officer. Update Club Officer Information After installing club officers, you must update their contact information such as addresses, phone, and e-mail. This contact information will be used for all RI mailings.

  33. A Club Recognition Summary (CRS) report shows contributions to The Rotary Foundation for all club members and other donors. The district governor also has access to this report. View Club Recognition Summary

  34. A Monthly Contribution Report (MCR) shows Rotary Foundation contribution information for all clubs in your district. The district governor also has access to this report. View Monthly Contribution Reports

  35. Resources For more information on Member Access: • Contact your Club and District Support representative • Go to the Frequently Asked Questions (FAQ) page • Go to Member Access

  36. District Governor Functions With Member Access, district governors and governors-elect can • Search club and district data. • Access the District Governors Forum. • View reports of Rotary Foundation contributions. • View incoming officers. • Review club data.* • View membership histories.* • Indicates functions that district governors-elect cannot access until they take office.

  37. The district governor’s navigation options help you to support the clubs in your district. The options are displayed in the green highlighted box on the left-hand side of the screen. Main Screen

  38. The online version of the Official Directory allows you to View current committees and task forces. View the RI Board of Directors and The Rotary Foundation Trustees. Search for club and district information. Search Club and District Data

  39. District Governors Forum • The District Governors Forum allows you to • Read news • Check dates • Participate in discussions • Download documents • Search contact information for your class of governors As governor-elect, access information on the International Assembly and spouses training.

  40. A Club Recognition Summary (CRS) report shows contributions to The Rotary Foundation for all club members and other donors. View Club Recognition Summaries Retrieve a list of Rotarians for each club who are Paul Harris Fellows and Benefactors.

  41. A Monthly Contribution Report (MCR) shows Rotary Foundation contribution information for all clubs in your district. View Monthly Contribution Reports Use these reports to help club presidents-elect set club Foundation giving goals.

  42. View Incoming Officers View a list of incoming club presidents and secretaries in your district for mailing and contact information. This summary will indicate which clubs haven’t reported their officers for publishing in the Official Directory.

  43. Review Club Data View club charter dates, current membership data, including active or terminated club statuses, for all clubs in your district. This information will help you identify smaller clubs in need of additional support from the district or locations where new clubs could be organized.

  44. View Membership Histories This summary indicates which clubs need to submit their semi-annual report (SAR) to RI. Identify clubs with declining membership and provide extra support to rebuild their membership base. Use this summary to help club presidents-elect draft membership goals for their year.

  45. Resources For more information on Member Access: • Contact your Club and District Support representative • Go to the Frequently Asked Questions (FAQ) page • Go to Member Access

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