Member Access

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

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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.

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Login Screen
Registration for new users.
Login for returning users.
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Registration Step 1
Enter and confirm email address. Press submit.
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Registration Form

• The next step is providing the following
  information
• Email address
• Name
• Address
• Phone Number
• Language
• Rotary affiliation

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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.
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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.
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Changing Login Information

• Click on the Change Password link to change your
  password.

Click on the My Profile link to change your login
e-mail address or secret question and answer.
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Frequently Asked Questions

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

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Main Screen

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

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Rotary Foundation Contributions

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

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View Your Contribution History

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

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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.

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

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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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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.

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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.

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Update Membership Data
View Rotary Foundation and membership reports.
Add members to your club.
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.
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View Membership Data

• This view shows
• The name and contact information for each member
• Committee participation
• Offices held
• Membership details

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Edit Membership Data

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

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Add Members

• 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.

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Terminate Members

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

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Pay Club Dues

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

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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.

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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

• 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.

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.
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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 clubs
  in your district. The district governor also has
  access to this report.

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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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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.

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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.

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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.

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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.
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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.
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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.
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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.
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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.
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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.
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Resources

• For more information on Member Access
• Contact your Club and District Support
  representative
• District Contacts Resources 2012-13
• Glenn McCutchen, District Secretary
  gmccutchen_at_gmail.com
• Dr. Phil, District Governor pbandel_at_1starnet.com
  
• PDG Jim Fitzgerald jf_at_magnummm.com
• PDG John Jetter johnjetter_at_att.net
• PDG Randi Duckworth dg910rotaryrandi_at_hotmail.com
  
• Go to Member Access