learn member microsoft access

For more information on Member Access: • Contact your Club and District Support representative... Club Officer FunctionsWith Member Access, club presidents and secretaries can • View an

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

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.

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 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.

Registration: Step 1

Enter and confirm email address Press submit

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

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

For more information on Member Access:

• Contact your

Club and District Support representative

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.

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

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

• Search for club and district information

Update Club Data

Use the Club Data

Update Club Officer Information

• Click ‘Add’ to enter

current and

incoming officers.

• Use ‘Edit’ to choose

the end date of an

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

For more information on Member Access:

• Contact your

Club and District Support representative

*Indicates functions that district governors-elect cannot

access until they take office.

District Governor Functions

With Member Access, district governors and elect can

governors-• 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

• Search for club and district information

District Governors Forum

The District Governors Forum allows you to

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

For more information on Member Access:

•Contact your Club and District Support representative

•District Contacts & Resources 2012-13

•Glenn McCutchen, District Secretary: gmccutchen@gmail.com

•Dr Phil, District Governor: pbandel@1starnet.com

•PDG Jim Fitzgerald – jf@magnummm.com

•PDG John Jetter – johnjetter@att.net

•PDG Randi Duckworth – dg910rotaryrandi@hotmail.com

•Go to Member Access