Rotary International Website

My Rotary

Quick Reference Guide

District 9520

My Rotary … R.I. Website

Have you seen how great the new Rotary International website is?

www.rotary.org

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x Internet Explorer 9 and above

� These browsers can be downloaded at no cost providing that your computer has the required hardware to run the system

� Most computers purchased in the past 5 years will run these browsers

Why not make the most of this journey and explore what else there is to see on the revamped site!

What and Why … Do I really need it?

How to Register How  to  register  for  ‘My  Rotary’

1. Go to www.rotary.org,  then,  click  on  “My  Rotary”.

2. Click  on  the  “Register”  button.

3. Follow the prompts:

4. After receiving the email, click on the link as shown below:

5. In the Account Set-Up, the password should be 8 characters minimum, at least one uppercase,

one lowercase and a number. The answer to the Secret Question should have more than 4 characters.

How to Add New Members

1) Sign in to My Rotary: http://www.rotary.org/myrotary/en/home using your login email and password

2) Hover  your  mouse  over  the  word  ‘Manage’ and  then  under  the  heading  ‘Club and District Administration’ click  on  ‘Club  Administration’:

3) Click  on  ‘Add/edit/remove  member’:

4) Click on ‘Add  members’:

5) If  the  member  is  a  Rotarian,  has  been  a  Rotarian  in  the  past  or  if  you  are  uncertain  click  on  ‘Search for an existing  member’.

To avoid adding someone who is already in the RI database it is highly recommended that you search for

the member before adding them as a new member. This will help avoid them losing their membership

history. If you are certain that a member has never been a Rotarian go to instruction 11).

6) Search for the member either by membership ID or first name, last name, city and country/geographical

region.  The  press  ‘Submit’:

7) Once you locate the member, member click on their name highlighted in blue:

8) Make sure that all of the information listed is correct:

9) Scroll  down  to  the  last  dialogue  box.  Select  either  ‘Active’  or  ‘Honorary’  as  the  member  type.  Then  add  the membership change date. Please note that future member change dates and member change dates more than 180 days in the past are not allowed. Then  click  on  ‘Add  member  &  update  contact’:

10) You will see that the member has been successfully added:

11) If you are certain a member has never  been  a  Rotarian  click  on  ‘Continue’:

12) Fill in all the required details for the new member:

13) Select  the  member  type  from  the  drop  down  box  ie  ‘Active’:  

14) Enter in the date that new member joined the club. Please note that future member change dates and

member change dates more than 180 days in the past are not allowed. Then  press  ‘Save’:

15) You  will  see  a  screen  with  the  new  Membership  ID  number.  The  press  ‘OK’.  

16) You should see the new member added in the active members list:

How to do Semi Annual Returns To view and pay SAR on-line:

1) Log in to My Rotary: https://www.rotary.org/myrotary using your log in email:

2) Hover  your  mouse  on  ‘Manage’ and  then  click  on  ‘Club  Administration’:

3) Scroll  down  to  ‘Semiannual Dues (SAR)’  and  click  on  ‘Semiannual dues invoice’:

4) You will see an outstanding amount in local currency (if available) as well as in US$. You can adjust the currency as well as the amount you would like to pay. Note: Australian clubs must include GST. In  this  case  adjust  the  ‘Payment  amount’ to  reflect  ‘Total  amount  to  pay’. Click  ‘Continue to payment page’ if the club would like to pay by credit card:

5) Check  that  the  billing  information  is  correct  and  then  click  ‘Continue’:

6) Again check the Summary  including  amount  and  then  click  ‘Continue’:

7) To  download  the  paper  SAR  package  click  on  ‘Download  CURRENT  period  SAR  package’.

This will produce the invoice, membership list, worksheet and instructions:

8) Send an email to Data Services to confirm the number of members and The Rotarian magazines (not Rotary Down Under) you are paying for: data@rotary.org

9) If there is some discrepancy with regards to membership you must advise Data Services at data@rotary.org or fill in the hard copy semi-annual report (SAR) documents which you can also download from the previous screen.

To opt out of the paper SAR:

1) Go to: Home | Manage | Club & District Administration | Club Administration (see above). Under ‘Semiannual dues (SAR)’  click  on ‘Edit  SAR  preference’:

2) Scroll  down  to  ‘Semiannual  Report  Preference’,  click  the  tick  box  and  then  press  ‘Save’:

How to MANAGE your Club Information Club Officers under Manage/Club & District Administration

Click on View All and a long list of possible options opens up

Clicking on any of the links from former MAP options should take a user directly to that page.

The Rotary Foundation Goals