FOR ALL AITP
MEMBERS:
We trust that by now you are beginning to learn your way
around the new portal site.
To register for one of the weekly training classes on
Thursdays in August at 4 p.m. CDT, please reply to webtraining@aitp.org and we
will send you the Live Meeting link. Training for administering group pages can
also be found by hovering over "AITP Leaders Only” and selecting "Group Admin
Training – YM”.
ELIMINATING EMAIL ALERTS:
If you find that you are receiving email alerts that you would prefer NOT to
receive, follow these steps.
- Login.
In the right rail, towards the top, you will
see: "Manage Profile”. Click on it.
- On the resulting page, click on "Preferences”
- That will bring up a page with check boxes,
where you can select / deselect what emails you want to receive.
EDIT YOUR USERNAME: If you are used to being able to login with your email address rather
than your member number, you can change your username by logging in with your
current member number and your password from the old portal. If you do not
remember your member number, you can select "Forgot Your Password” and your
current username and a link to change your password will be emailed to you.
Select Manage Profile from the right hand
menus in the My Profile box.
Select Edit Bio.
Under Account Information: select the (change)
hyperlink next to Username.
Enter your new username twice and enter your
password.
Select submit
USING SEARCH: If you are not sure where to find something, select Site Search from the bottom
of the left hand menu. Enter your criteria in the search box. You may also use
the Community Search box at the top of the left hand menu navigation.
MISSING OR INCORRECT INFORMATION:
For all inquiries for information that may be incorrect, please do not send
email but rather select the "Contact Us” link on the blue menu bar under each
page header. Using the Contact Us form allows the Web Portal Team to reply and
to track requests for assistance.
 
Watch for More
Website Chats
| FOR CHAPTER LEADERS: CHAPTER LANDING
PAGES:
If your chapter had a "visit site” button with a link to an external site from
the old portal, your Landing Page (homepage) on the new portal has the same link
to your external site. In addition to the Landing Page each chapter can create
additional "Group Pages” on the new portal.
If you would like to migrate your external site in
stages, you would be able to create the replacement pages and still keep your
Landing Page link to the external site until you are comfortable that all of
your information has been migrated correctly. EVENT REGISTRATION: The new portal supports only a single account to receive event registration
payments and if you opt into the YM system, all payments will go into the
Headquarters Account.
At this time, this feature is not available for chapter
and region use. While we continue our research on the event registration
solution, we encourage you to use your chapter or region’s present registration
process.
See example used by the Dallas Chapter under "RSVP for our Next
Meeting". YOUR GROUP ROSTER:
Using the chapter’s Group Admin login, you will see a red bar above the
Welcome message: -
Click on Group Admin Options
Click on Member Management => Export Group
Members.
-
This will give you all the records is a csv
file format You can then open the file with Excel or other spreadsheet
program.. The Web Portal Committee is working on a more full featured
alternative to the standard csv file.
- You could also view the member list by
selecting Group Directory which gives you the member name list with hyperlinks
to the detail information.
- You can also print that listing by selecting
the print page icon from the blue horizontal menu bar.
SENDING GROUP EMAIL MESSAGES: There is a bulk email tool to send out messages to the entire group, available to the Group Admin ID for the chapter. Although the email of the admin account is limited to one individual, officers can update the email address as they use the account.
- When you log in as the admin you will see a red bar above the Welcome message, click on Group Admin Options
- Click on Member Communication => Email All Group Members
- You will be presented with the Step 1 page which needs a Subject and the Email Body. The from field will show the Group Admin’s information.
- Step 2 allows you to either edit (takes you back to step 1) or send email (if it looks okay) .
- Other tasks that the Group Admin account lets
you do is create a calendar event or add a date to the Chapter
calendar.
Unlike the "old" portal, calendar events and dates only
show up on the Chapter calendar.
GUEST LIST:If you did not capture your current Guest List from the old portal, please complete a request on a Contact Us form and we will send you a copy of the list.
|
Print to Page
Getting Familiar with the New Portal