Member Access. This presentation will help you familiarize yourself with the functions of Member...

Member Access

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.

Menu

Learn how to register on Member Access and about the functions available to you.

Learn about the extra Member Access functions for club presidents and secretaries.

For Club Presidents and Secretaries

Basics For All Rotarians

To return to this menu at any time, click here.

For District GovernorsLearn about the extra Member Access functions for district governors.

Location of Member Access     

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

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.

Registration

Registration for Member Access is a three part process:1. Enter a valid e-mail address and your contact

information.2. Validate the e-mail address by clicking on the

hyperlink in the e-mail sent to you from Member Access.

3. Complete the online registration form and create your password.

Registration usually takes 24 hours to process.

Login Screen

Registration for new users.

Login for returning users.

Registration: Step 1

Enter and confirm email address. Press submit.

Registration Form

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

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.

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.

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.

Frequently Asked Questions

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

Main Screen

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

Rotary Foundation Contributions

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

View Your Contribution History

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

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.

Register for Meetings

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

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

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.

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.

Update Membership Data

Download a list of club members to your computer.

View terminated members.

View Rotary Foundation and membership reports.

Add members to your club.

View and edit individual records.

View and edit club data (meeting details and club officers).

View Membership Data

This view shows• The name and

contact information for each member

• Committee participation

• Offices held• Membership details

Edit Membership Data

The edit function allows you to change

• Contact information

• Member information

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.

Terminate Members

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

Pay Club Dues

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

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.

Update Club Data

Use the Club Data Form to change your club’s• Meeting day • Meeting time• Meeting

location• Other details

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.

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.

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.

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

*Indicates functions that district governors-elect cannot access until they take office.

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.*

Main Screen

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.

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.

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.

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.

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.

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.

Review Club Data

This information will help you identify smaller clubs in need of additional support from the district or locations where new clubs could be organized.

View club charter dates, current membership data, including active or terminated club statuses, for all clubs in your district.

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.

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