Adding and Updating Members
It is important to realise that no members name can appear on the website, as President, Committee Chairman etc unless they are registered on the database. They can either do this themselves from the RIBI site or you, as administrator, can ask them what username and password they would like, and you can add them to the list using the form shown below (on the left of the members page). When you add them, they are automatically authorised, and given the status 'Member' (not 'Club Administrator').
When you click the 'Members' link, you would see a window as below, though if you're just starting out, there may not be any other members names showing!
You must ensure that when you create usernames/passwords, you
DO NOT give everyone an easy to guess combination, such as firstname.surname
and clubname - should someone leave the club under a cloud, they
could potentially guess at someone else's login details and enter
misleading or scandalous information!
(On that note, when a member leaves a club,there is a procedure in place so they cannot log in again - more of this later)
After you have clicked the 'Add Rotarian' button, you will see that the new members has been added to the list.
When you have finished adding members, click the 'main admin page' link.
Some members may be listed as 'Pending' - these people have registered via the RIBI site and have not yet had their Rotary memberhip confirmed. If they ARE members of your club - and the email address is correct - change them to 'Member' as described below.
If you click on a members name, you can change them to 'ClubAdmin', upload a picture etc. Most importantly, if the member leaves the club, tick the 'Left?' button on the form - don't change their User Level to 'Pending' or they appear elsewhere as members awaiting to have their Rotary membership confirmed. Once the 'Left?' box is ticked, they cannot log into any area of the site, be it Club. District or RIBI Committee.
Using the tick boxes by each members name (if they have an email address) you can select several members to send a group email. This automatically sends a copy to your address
Having added members, the next thing to do is create club committees/sections and add members to the committees.