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. 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 Governors Learn about the extra Member Access functions for district governors.

4. Location of Member Access Member Access can be found on the RI home page, www.rotary.org. 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 district’s number Your club’s number Your membership ID number A valid e-mail address

7. Registration Information How can you obtain the necessary numbers to register for Member Access? From your club secretary From your Club and District Support representativeClub and District Support representative From RI’s Data Services DepartmentData Services Department

8. Sign-in Screen Sign-in for new users.new users Sign-in for returning users. returning users

9. Sign-in Screen: New Users Enter your district, club, and membership ID numbers.

10. 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.

11. Frequently Asked Questions The frequently asked questions button is available on each page for quick answers to your questions.frequently asked questions

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

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

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

15. 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.

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

17. 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.

18. Download Software Rotarians can download RI- CAS and RI- DAS software after completing a licensing agreement.

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

21. 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.

22. 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.

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

24. 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

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

26. 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.

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

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

29. 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.

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

31. Update Club Officer Information The bottom portion of the Club Data Form allows you to enter the names of incoming club officers. After installing the club officers, you must update their contact information such as their address, phone, and e-mail (A direct link to “Update Membership Data Application” is provided). This contact information will be printed in the Official Directory, and will be used for all RI mailings.

32. 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.

33. 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.

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

36. *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.*

37. 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.

38. 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.

39. Search contact information for your class of governors. 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.

40. 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.

41. 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.

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 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.

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.Club and District Support representative Go to the Frequently Asked Questions (FAQ) page.Frequently Asked Questions Go to Member Access.Member Access