Rotary Member Access

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Rotary Member Access

• A Tool for Club Presidents and Secretaries

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Functions of the Member Access Portal

• With the Rotary Member Access Portal, club
  presidents and secretaries can perform the
  following club administrative functions
• View and change club membership data
• Pay club dues (during January and June only)
• Update club data
• View reports for club contributions to The Rotary
  Foundation
• View the Official Directory

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Member Access for individual and officer functions
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Enter username if registered
Enter password if registered
Register
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Registration

• To register for Member Access you will need the
  following
• Your districts number
• Your clubs number
• Your membership ID number
• A valid e-mail address

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Username and Password

• Once you have registered your identification
  numbers, the Portal will prompt you to designate
  your e-mail address as your username. A password
  will be then e-mailed to you.
• When returning to the Portal, sign in with your
  username (e-mail address) and the password you
  received. You may change your password and
  username once you have entered the Portal.

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Registration Information

• How can you obtain the necessary numbers to
  register for the Rotary Business Portal?
• From the mailing label of your copy of THE
  ROTARIAN
• From your clubs semiannual report
• From your Club and District Administration
  representative
• From RIs Department of Data Services at
  data_at_rotaryintl.org.

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Your Options as a Club Officer

• All portal navigation options are displayed in
  the green highlighted box on the left hand side
  of the screen.

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Menu for individual Rotarians
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Items shown here in boxes are additional menu
options for Club Presidents and Secretaries
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Update Membership Data
Download a list of club members to your computer
View Rotary Foundation and membership reports
Add members to your club
View club data (meeting details and incoming
officers)
View terminated members
View/update individual records
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View Membership Data

• The view function shows the name and contact
  information for each member. You can also view a
  members
• Committee participation
• Offices held
• Membership details

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Terminating Members

• When terminating a member from your club, use
  the drop down boxes to indicate the
• Reason
• Date

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Membership history
Contact info
Member info
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Add an address
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Download data
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Semicolon separated value list
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Generates a pdf listing of member details
Monthly Contributions Report Generates listing
of Club contributions to RF
Club Recognition Summary Generates a pdf listing
of member contributions to RF
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View Club Recognition Summary

• 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.

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View Monthly Contribution Reports

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

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Add members
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Adding Members

• When adding a new member to your club, it is
  suggested that you search for that member first
  to avoid duplicates. You can search by
• Membership ID
• Name

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Semi-annual dues
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Pay Club Dues

• You can view your clubs semiannual report and
  pay club dues using a credit card in January and
  June.

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Update club data
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Update Club Data

• Use the Club Data Form to change your clubs
• Meeting day
• Meeting time
• Meeting location
• Other details

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Update Club Officer Information

• The bottom portion of the Club Data Form allows
  you to enter the names of incoming club officers.

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Incoming officers need to be defined to allow
them privileged access for their Rotary year.
Choose relevant Rotary year
Ditto secretary
Exec sec - often not a club member
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View the Official Directory

• 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

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Other Business Portal Functions

• All Rotarians (including club officers) can
  access the Members Access for the following
  individual functions
• Contribute to The Rotary Foundation
• View your personal contribution history
• Manage e-mail subscriptions

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Contribute to The Rotary Foundation

• All Rotarians can contribute online to The
  Rotary Foundation using a credit card.

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View Your Contribution History

• All Rotarians can view their entire contribution
  history to The Rotary Foundation, including Paul
  Harris Fellow and Major Donor status.

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Manage E-mail Subscriptions

• All Rotarians can choose the categories of
  e-mail correspondence they would like to receive
  from Rotary International. This screen also
  shows the e-mail address used to subscribe.

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Resources

• For more information on the Rotary Website
• Contact your Club and District Administration
  representative at World Headquarters or at the
  appropriate International Office.
• Visit the Frequently Asked Questions page.