please feel free to ask questions!! no such thing as a dumb ......please feel free to ask...

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Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership Information Adding New Members Terminating a Member Updating Member Profiles RI Members Synchronization Listing Board Members

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Page 1: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Please feel free to ask questions!! No such thing as a dumb question.

Logging into the District Web Site

Gaining Membership Information

Adding New Members

Terminating a Member

Updating Member Profiles

RI Members Synchronization

Listing Board Members

Page 2: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Logging In to the District Site

Log into www.rotary5610.org

Page 3: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Click the “Member Login” at the top right of the page

Click on Member Login - at the top right of the page.

Page 4: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Enter your Login and Password

Trouble Logging In ? If you receive a red “The user name or password you provided does not match our records.” message, then either your username or password is incorrect. Try entering the information again. Or check with your website administrator.

Page 5: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

If you are still not able to log in

Click on “New and existing users, retrieve login and /or reset password” link and follow the ClubRunner directions

Page 6: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Click on “Member Area” depending upon your role in the club or district, various features will become available to you once you enter the members only section.

Page 7: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

You will get to the “Launchpad”

Page 8: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

or “Administration” Page

Page 9: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Club Executives, can update your club and membership information, report monthly attendance, and register your members for district events.

Page 10: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Your club’s membership information can be found in the “For Club Executives” section

Page 11: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Click on Active Members List – This list contains your Active and Honorary members.

Click on Inactive Members List to view and edit our inactive members (such as terminated, or ex-members).

Page 12: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

As a club executive, you can add and remove members. You also have the ability to reset members’ passwords and update their contact (profile) information..

Active Members List Page: members that have an email have an icon in front of their name.

Page 13: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Add a new Member-From the Active Member’s List,

Click the Add New Member Tab (previous slide)

Page 14: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Add New Member

Fill in member's information, including their login name and password at the bottom. This is what the member will use to log in to the District website Click the Add Member button

Page 15: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Adding a Member Transferring from another Club

Fill in member's information from former club, off of the membership application along with their Rotary Member No. This will prevent duplication. Click the Add Member button

Page 16: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Update Next Year’s Officers and Directors

Under Club’s Tab, Clickon Define Club Executives

Click on Next Year then proceed to enter information on all new officers

Page 17: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Terminate a Member

Again, from the Active Members List, Clickon the Mark Ex

You will be asked to specify their date of termination, as well as a reason for termination.

Page 18: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Terminate a Member

Press the Terminate Member button. You should now see this member listed under the Inactive Members List, as an “Ex-Member” type

Page 19: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Updating Member Profiles

Click on the member’s name from the Active Members List

Page 20: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Updating Member Profiles

Select the appropriate tab, Click Edit.

Page 21: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

Updating Member Profiles

Fill in or change as many details as needed and Click Save

Page 22: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

RI Members Synchronization

Allows you to see the differences between your member lists on ClubRunner and the Rotary International database

Under the Membership Tab, Click RI Member Synchronization

Page 23: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

RI Member Synchronization

Provides names of members that have discrepancies between ClubRunner and RI

Page 24: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

The HELP tab, The place to go for answers.

Page 25: Please feel free to ask questions!! No such thing as a dumb ......Please feel free to ask questions!! No such thing as a dumb question. Logging into the District Web Site Gaining Membership

We covered Logging into District 5610 ClubRunner Website, Gaining Membership Information, Adding Members, Listing Board Members, Terminating Members, Updating Member Profiles, and RI. Synchronization. There is one other tab, and that’s the “Help” tab. Go and explore.

We hope this was helpful and informative information you can use.