Member Access

1
Member Access
2
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.
3
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.
4
Location of Member Access
         
 
Member Access can be found on the RI home page,
www.rotary.org.
5
Member Access Functions

• Using Member Access, Rotarians can
• Contribute to The Rotary Foundation.
• View your personal contributions to The Rotary
  Foundation.
• Manage e-mail subscriptions.
• Register for meetings.
• Visit the RI Club Administration Software
  (RI-CAS) and RI District Administration Software
  (RI-DAS) Support Forum.
• Download RI-CAS and RI-DAS software.

6
Registration

• To register for Member Access you will need the
  following
• Your districts number (5870)
• Your clubs number (see your Club Secretary)
• Your membership ID number
• Subscribers to The Rotarian can find their member
  ID on the magazine cover the member ID is the
  first six to eight digits directly above the name
  on the address label.
• A valid e-mail address

7
Sign-in Screen
Sign-in for returning users.
Sign-in for new users.
8
Sign-in Screen New Users
Enter your district, club, and membership ID
numbers.
9
Username and Password

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

10
Frequently Asked Questions

• The frequently asked questions button is
  available on each page for quick answers to your
  questions.

         
11
Main Screen

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

12
Rotary Foundation Contributions

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

13
View Your Contribution History

• Rotarians can view the history of their
  contributions to The Rotary Foundation, including
  Paul Harris Fellow and Major Donor status.

14
Manage E-mail Subscriptions

• 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.

15
Register for Meetings
Select the meeting you wish to register for and
follow the prompts to complete your registration.

16
RI-CAS and RI-DAS Support
Rotarians can post messages to the support forum
to answer or ask questions about RI-CAS and
RI-DAS.
17
Download Software
Rotarians can download RI-CAS and RI-DAS software
after completing a licensing agreement.
18
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.

19
(No Transcript)
20
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.

21
Main Screen

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

22
Update Membership Data
View Rotary Foundation and membership reports.
Add members to your club.
Download a list of club members to your computer.
View club data (meeting details and incoming
officers).
View terminated members.
View or update individual records.
23
View Membership Data

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

24
Edit Membership Data

• The edit function allows you to change
• Contact information
• Member information

25
Add Members

• When adding a new member to your club, search for
  that member first to avoid duplicates. You can
  search using the membership ID number or name.

26
Terminate Members

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

27
Pay Club Dues

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

28
Search Club and District Data

• 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.

29
Update Club Data

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

30
Update Club Officer Information

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

31
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.

32
View Monthly Contribution Reports

• 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.

33
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.

34
(No Transcript)
35
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.

36
Main Screen

• The district governors 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.

37
Search Club and District Data

• 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.

38
District Governors Forum

• The District Governors Forum allows you to
• Participate in discussion forums and polls.
• Download up-to-date documents and handouts.
• View a calendar of events.

As governor-elect, access information on the
International Assembly and spouses training.
39
View Club Recognition Summaries

• A Club Recognition Summary (CRS) report shows
  contributions to The Rotary Foundation for all
  club members and other donors.

Retrieve a list of Rotarians for each club who
are Paul Harris Fellows and Benefactors.
40
View Monthly Contribution Reports

• A Monthly Contribution Report (MCR) shows Rotary
  Foundation contribution information for all clubs
  in your district.

Use these reports to help club presidents-elect
set club Foundation giving goals.
41
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 havent
reported their officers for publishing in the
Official Directory.
42
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.
43
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.
44
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.