[chapter-delegates] RE: New ISOC MembershipSystem - Chapter setup and rollout

Nelson Sanchez sanchez at isoc.org
Fri Jul 15 08:28:36 PDT 2005 

Dear Chapter Delegates,

We have extended the deadline to allow for more time for completing the
chapter setup.

The deadline is now:  July 31, 2005.

Keep in mind that the chapter setup must be completed to allow new or
existing members to join your chapter.

Please note that I will be on vacation July 15-31.  During my absence
Terry and/or Julien, copied above, will be available to assist you.
Their emails are:

tweigler at isoc.org

julien at isoc.org

Please make sure to copy them with your questions or comments.

Best Regards,
Nelson



 

-----Original Message-----
From: Nelson Sanchez [mailto:sanchez at isoc.org] 
Sent: Tuesday, July 05, 2005 16:30
To: 'chapter-delegates at lists.isoc.org'
Subject: New ISOC MembershipSystem - Chapter setup and rollout

Dear Chapter Delegates,

Thank you very much for your patience waiting for the new ISOC
Membership System.

As announced earlier, 8 chapters, listed below, volunteered their help
in testing the new membership system.  A lot of valuable feedback was
provided and we thank them for their time and input.  A number of
changes were made to the system as a result of their testing feedback.

The Chapter testing phase is now complete.

*********************************************************************
8 Chapter Volunteers

ISOC Bangladesh - Hakikur Rahman; ISOC Belgium - Rudi Vansnick; ISOC
Canada-Quebec - Philippe Leroux; ISOC Ecuador - Carlos Vera; ISOC
Finland - Tommi Karttaavi; ISOC Indonesia - Teddy A. Purwadi, Irwan
Effendi; ISOC South Africa - Alan Levin; ISOC Washington DC - Martin
Burack, Gene Gaines
*********************************************************************

We are now ready for the next phase of the project which is to give all
chapters access to the new ISOC Membership System.

We now need all the Chapter Administrators to setup their Chapter
profile.  A Chapter Administrator is a new administrative role
responsible for maintaining the Chapter's profile (Chapter name, Chapter
contact, Officers, Voting Delegates, etc.).

The setup process and details are described below.  You may find it
convenient to print this message so you can have a copy with you while
you complete the process.

-------------------------------
1. Timeline
-------------------------------

We would like all Chapters to be setup by JULY 15.  If you feel you need
more time please contact me as soon as possible.

NOTE WELL:  Only Chapters that complete the setup process will be
available for signup by ISOC members.  You must complete and maintain
your Chapter profile in order to be an active Chapter in the system.

--------------------------------------------------
2. Setup Process (For Chapter Administrators Only)
--------------------------------------------------

As you review your Chapter setup you will note that Nelson Sanchez has
been listed as the Alternate Chapter Administrator for each of your
Chapters.  Please do not remove him until your chapter administrator
confirms that your chapter setup is complete.  Nelson needs this access
in order to help you with your setup and to check the configuration of
your Chapter after you are done.  As long as there are no issues Nelson
will confirm back to you that everything is ok and then you can replace
him with an alternate administrator for your chapter.

Please proceed as follows:

- Try the system as described below and make changes accordingly.
- Send any questions to <sanchez at isoc.org>.
- Check your Chapter setup and make any changes.
- Inform Nelson Sanchez <sanchez at isoc.org> when you are done.
- Nelson Sanchez will review your Chapter setup and give ok back to you.
- Upon receipt of the ok you may substitute another Alternate Chapter
  Administrator for Nelson Sanchez.

-------------------------------------------------------------------
3. Membership Signup Pages (For Chapter Administrators and Members)
-------------------------------------------------------------------

First thing to do here is to use the following link to request your
login/password:

    <http://members.isoc.org/PortalTools/RequestReminder.cfm>

You MUST use the same email address that you used when you signed up as
an ISOC Member.  This is the email address that is currently registered
in the ISOC Membership System.  This email address will also be used to
populate the "chapter delegates" and the "isoc members announce" mailing
lists.

The system will reset your password and send you an email containing
your login and password.

IMPORTANT - When requesting a password reminder, if the system finds two
or more members using the same email address, the system will inform you
that the user does not exist and no password will be sent to the email
requesting the password.  In this case the member has to send an email
to <membership at isoc.org> to request assistance.

The following link will take you to the Membership Signup pages and
member profile maintenance:

    <http://members.isoc.org/PortalTools/Login.cfm>

On this page you will be able to perform the following tasks:

- Join ISOC membership, for new members (Global Member or Sustaining
  Member)
- Login to ISOC Members Only pages (for existing members)
- Request a Password reset if you have forgotten your Login
  or Password

We would like you to try the following:

- Request your login and password
- Login to the members only pages to view and update your profile
- Modify your Login and Password as necessary
- Upgrade to Sustaining Member level for US$75 (optional of course)
- Make Donations (optional of course)

Things you need to know about Members Section Home Pages

- Your Login Name is NOT case sensitive
- Your Password IS case sensitive
- You may use these pages to upgrade to Sustaining Member for 75US$
- You may use these pages to join 1 or more Chapters
- You may use these pages to make donations to ISOC Programs
- You may also access the Chapter Administrator pages from the Members
  Section Home pages.  Access is restricted.  Login and Password are
  required.

----------------------------------------------
4. Checkout Process (Available to all Members)
----------------------------------------------

The "Checkout" process is a mechanism similar to that of the "shopping
cart" concept.  In our case you will be paying for your membership dues
or making donations.  The "Checkout" process uses credit cards as the
payment method (Visa, MasterCard, American Express).

You may choose to complete the checkout process or cancel any
transactions that may be pending or not completed (e.g. membership
payments, donations).

*** IMPORTANT - If you complete the Checkout process your credit card
WILL be charged if there are non-zero amounts.

-----------------------------------------------------------------
5. Chapter Administrator Pages (For Chapter Administrators Only)
-----------------------------------------------------------------

The following link will take you to the Chapter Administrator pages:

    <http://members.isoc.org/PortalTools/ChapterAdmin/Login.cfm>

You will be able to login to this page only if you have been setup as
the Chapter Administrator or the Alternate Chapter Administrator.

IMPORTANT - See attached file for a list of all chapter administrators.
If you are not listed or your chapter is missing please contact
<sanchez at isoc.org>.  Also please make sure that the email address
currently subscribed to the chapter delegates list is the same email
address you are using for your ISOC membership.  Going forward please
note that the email addresses used to populate the chapter delegates
list will be taken from the ISOC membership email addresses.

On this page you will be able to perform the following tasks:

- Use the above link to view and update information for your chapter.
- Maintain the Chapter Profile
- Maintain the Chapter Administrators
- Maintain the Voting Delegates
- Maintain the Chapter Officers
- Maintain the Billing Parameters for your Chapter's membership levels.
  You must web-enable at least 1 membership level.  The level names have
  been assigned by default.  Rename the level(s) as appropriate.
  Different chapters can have different membership level names.
- Review the Chapter Members List (Approve/Cancel).
- View Chapter Charter Members (submit list of names to
membership at isoc.org)

Things you need to know about Chapter Administrator pages:

- A Chapter Administrator and a backup Alternate Chapter Administrator
  must be defined.

- The Chapter Administrator Login and Password is the same as your ISOC
  member Login and Password.

- The Chapter Administrator function is a new administrative role
  required to maintain the chapter information.

- The Chapter Administrator has been defaulted to the Chapter President
in most cases.

- The Alternate Chapter Administrator role has been TEMPORARILY setup as
  Nelson Sanchez.  This is so that Nelson can help you and review any
  work done in the setup.  After your setup is complete and confirmed by
  Nelson you may change it.  Typically, the Alternate Chapter
  Administrator would be defaulted to the Vice President or second
  leader of the chapter.

- The Chapter Administrator roles may be delegated to ANYONE in your
  Chapter.  What is important is that the individuals assigned to these
  roles are responsible for maintaining accurate information regarding
  the chapter and for approving and canceling Chapter members.

- The email addresses for the Chapter Administrator, Chapter Officers,
  and Chapter Voting delegates will all be used to populate the chapter
  delegates list.

- The currency for the Chapter billing parameters is in US$ only.

--------------------------------------------------------
6. After Chapter setup
--------------------------------------------------------

Once Chapter setup is complete and the system is ready to be rolled out,
the system will be accessed/linked the
following way:

The existing ISOC Join page

    <http://www.isoc.org/members/> will have a link to
    <http://members.isoc.org/PortalTools/Login.cfm>.


------------------------------------------
7. Updating Chapter Delegates mailing list
------------------------------------------

At the end of this process, the chapter delegates mailing list will be
re-populated with the email addresses from the ISOC Membership database
for those individuals setup by the chapter administrator as being
officers/administrators/voting delegates.

-------------------------------
8. Your contact during Setup
-------------------------------

During this entire Chapter setup phase Nelson Sanchez will be your
primary point of contact at <sanchez at isoc.org>.  Terry Weigler
<tweigler at isoc.org> will be the alternate point of contact.  Please do
not hesitate to email or contact either of us.

Many Thanks for your help and support during this phase.

Nelson Sanchez
ISOC Senior Program Manager
Email: sanchez at isoc.org
Tel +41-22-807-1446

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