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
Basics For All
Rotarians
For Club Presidents and
Secretaries
For District Governors
To return to this menu at any
time, click here.
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.
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
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 and edit
club data
(meeting details
and club
officers).
Add members
to your club.
View Rotary Foundation
and membership reports.
View terminated members.
View and edit individual records.
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 email. 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
District Governor Functions
With Member Access, district governors and governorselect 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.
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 presidentselect 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
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.
View Membership Histories
This summary
indicates which
clubs need to
submit their semiannual 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
• District Contacts & Resources 2012-13
•
•
•
•
•
Glenn McCutchen, District Secretary: [email protected]
Dr. Phil, District Governor: [email protected]
PDG Jim Fitzgerald – [email protected]
PDG John Jetter – [email protected]
PDG Randi Duckworth – [email protected]
• Go to Member Access