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Website Tutorial - Contact change
11 pages
English

Website Tutorial - Contact change

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11 pages
English
Le téléchargement nécessite un accès à la bibliothèque YouScribe
Tout savoir sur nos offres

Description

Associates Website Tutorial (Click on any topic in the Table of Contents to be taken directly to that page.) Table of Contents • Log-in o Change your Password • Membership Directory • Personal Profile o Change your Personal Profile o Upload a Photo o Update Home Contact Information o Update Employment Information o Update Business Contact Information o Update Additional Contacts o Update Interests and Associations o Update Biography o Update Web Addresses • Event Registration • Contact Us o Forgot Your Username/Password or Having Difficulty Accessing Member Features o Personal Profile or Contact Information Problems o Technical Problems with the Website o General Contacts Page 1 Log-in To log-in, type your username and password in the log-in box. The log-in box can be found on the far left side of the home page (see image at left), or it can be accessed by clicking the “Log-in to Directory and Event Registration” link on any page on the website. If you have difficulty logging in or cannot find your username or password (provided in the letter we sent you with the printed Membership Roster), please call 626-395-3919, or e-mail us at caltechassociates@caltech.edu. Upon log-in, you will be taken immediately to the membership directory. The first time you log in, a message will appear: “You have not yet updated your personal information. Without this information, you will not be able to retrieve a lost password. Please ...

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Publié par
Nombre de lectures 19
Langue English

Extrait

Page 1
Associates Website Tutorial
(
Click on any topic in the Table of Contents to be taken directly to that page.)
Table of Contents
•
Log-in
o
Change your Password
•
Membership Directory
•
Personal Profile
o
Change your Personal Profile
o
Upload a Photo
o
Update Home Contact Information
o
Update Employment Information
o
Update Business Contact Information
o
Update Additional Contacts
o
Update Interests and Associations
o
Update Biography
o
Update Web Addresses
•
Event Registration
•
Contact Us
o
Forgot Your Username/Password or Having Difficulty
Accessing Member Features
o
Personal Profile or Contact Information Problems
o
Technical Problems with the Website
o
General Contacts
Page 2
Log-in
To log-in, type your username and password in the log-in box. The log-in box
can be found on the far left side of the home page (see image at left), or it can
be accessed by clicking the “Log-in to Directory and Event Registration” link
on any page on the website. If you have difficulty logging in or cannot find
your username or password (provided in the letter we sent you with the
printed Membership Roster), please call 626-395-3919, or e-mail us at
caltechassociates@caltech.edu
.
Upon log-in, you will be taken immediately to the membership directory. The
first time you log in, a message will appear: “You have not yet updated your
personal information. Without this information, you will not be able to retrieve a lost password. Please
update your
personal information
now.” This prompt reminds you to change your password so that you
can personalize it.
Change your Password
To change your password, click the “personal information” link in the text on the membership directory
page, or click the “Edit Login Info” link on the left side of any page (once you are logged in).
1.
Type in your birthday.
2.
Select a security question in case you
forget the newly chosen password.
3.
Click the “Update Information” button
for that section before you type in the
old and new passwords.
4.
After the top part has been updated, type
in your old password (given to you in the
printed membership roster letter), type
your new password, and retype your new
password.
5.
Click the “Change Password” button to
save the changes.
If you forget your changed password and cannot
access the member features, please call
626-395-3919, or e-mail us at
caltechassociates@caltech.edu
.
Click here to return to the Table of Contents
Page 3
Membership Directory
Once logged in, you will be taken immediately to the membership directory. If already logged in, you
may access the directory by clicking the “Directory” link on the left side of the page.
In the membership directory, you can
search for members according to several
variables: last name (listed
alphabetically), region, and membership
level. You can also search according to
first and last name, mailing address, or e-
mail address.
For example, if you are searching for
John Smith from Pasadena who is a
President’s Circle member, you have
several options:
1.
Browse through “S” in the
“Browse Associates by Alpha”
section at the top.
2.
Browse through the “Pasadena
and surrounding areas” regional
field in the “Browse Associates
by Region” section.
3.
Browse through the “President’s
Circle Member” giving level field
in the “Browse Associates by
Giving Level” section.
4.
Type “John Smith” in the name
search field.
5.
If you have a member’s mailing
address or e-mail address, you can type in that information instead.
Click here to return to the Table of Contents.
Personal Profile
The only information other members can see from a profile is the name, city, and state for the
member’s home and business (if we have both in our files).
You can customize your personal profile by adding more complete information that you would like
available for other members to view. You can add a photo and update your home and business contact
information (this includes address, city, state, zip, phone and fax numbers, and place of employment and
title of job). You can also add additional contact information, an e-mail address or a mobile phone
number, interests and associations, a short biography, and company web addresses.
Page 4
Below, you will find two profiles of Mr. John Smith. The profile on the left shows what the initial
profile looked like before editing. The information is very limited and does not include his private
information.
The profile on the right shows what information members can add or choose not to display. Mr. John
Smith has hidden his home contact information but decided to show his business contact information,
including phone and fax numbers, e-mail address, and business Web address. He has added his photo
and included his interests and associations and a short biography.
Click here to go back to the Table of Contents
Page 5
Change your Personal Profile
To change your personal profile, you must be logged in. Once logged in, click the “Edit my Personal
Profile” link on the left side of any page. You will be taken to the profile page with a variety of sections
to edit or add.
For every section you update, you will need to select the upload button for that
section to make the changes permanent.
Uploading a photo
To upload a photo, you must first select a photo by
clicking the “Browse” button. A window will open on
your computer allowing you to look through
your
files
for the photo you want to use. Once you have found the
photo, click “Open” in the window. The window will
go away and text will be written in the “Upload New
Photo” box. Click the “Upload & Edit” button to add
the photo.
You will be taken to a new page where the photo you
selected is open. There is a dotted rectangle in the
middle of the page. You will need to resize or crop your photo so
that it fits inside this box. To resize the photo, click “Resize” on the
toolbar at
the top of
the page.
Then select
the bottom right red square, and move the mouse toward the top left.
This will make the photo smaller and able to fit into the rectangle.
Once the photo is small enough to fit in the rectangle, click the
photo and move it to the center.
If there is any portion of the photo
that you do not need, you can
click “Crop” on the toolbar and move the red squares to crop the parts
you do not want. Any part of the photo that is gray will be removed
when you hit “Continue” to finish the photo.
After resizing and cropping John Smith’s photo (on the right), you can
see what gray area is going to be cropped and how the photo now fits
inside the rectangle. Once your photo is neatly inside the rectangle,
click “Continue.”
Click here to return to the Table of Contents.
Page 6
Update Home Contact Information
If we have your home contact information, then
everything in the “Update Home Contact Information”
field will be filled in. If we do not have that information
or our information is no longer valid and you wish to
provide your current information, you may fill in the
various fields.
Please DO NOT delete any of the
information in the fields.
If you delete any
information we will need to contact you to make sure
you intended to remove your contact information from
our records. If you want to delete incorrect contact
information without replacing it with new information,
contact Christina Pinkney at
626-395-6392 or at
caltechassociates@caltech.edu
.
The profile on the right shows what information will
appear in most profiles. The information is filled out
but only the City, State and Zip can be viewed by members. To display any information you will need to
check the “Show?” checkbox. To prevent the information from being displayed, you will need to
uncheck the “Show?” checkbox. For example, to add your home address to your member profile, you
would need to check the “Show?” box next to the Home Address, but if you do not want to show your
Zip, uncheck the “Show?” box next to the Zip line.
Once you have made any updates to this section, you must click “Update Home Contact
Information” so that the changes will be reflected in your personal profile.
Click here to return to the Table of Contents
Update Employment Information
If we have your business information (title and
company name), it will show up in this section. If you
wish to show the information to other members,
check the “Show?” checkbox. If you wish to leave it
hidden, leave the box unchecked.
Please DO NOT delete any information without
updating it with updated information.
If you want
to delete anything without replacing it with new
information, contact Christina Pinkney at 626-395-6392 or at
caltechassociates@caltech.edu
.
Once you have made any updates to this section, click the “Update Employment Information”
button so that the changes will be reflected in your personal profile.
Click here to return to the Table of Contents
Page 7
Update Business Contact Information
The “Business Contact Information” section is identical to the “Home Contact Information” section. For
a detailed description of how to make changes or edits to this section, please see the “Update Home
Contact Information” tutorial section.
Please DO NOT delete any information without updating it with updated information.
If you want
to delete anything without replacing it with new information, contact Christina Pinkney at 626-395-6392
or at
caltechassociates@caltech.edu
.
Once you have made any updates to this section, click the “Update Business Contact Information”
button so that the changes will be reflected in your personal profile.
Click here to return to the Table of Contents
Update Additional Contacts
The additional contacts section will list your
preferred e-mail address and mobile phone that
we have in our records. If we do not have an e-
mail address or a mobile phone for you, then
these sections will remain blank.
Please update your information if it is incorrect
or if we do not have it listed. If you do not want this information to show, make sure both “Show?”
boxes are unchecked. If you want any of this information to show up on your profile, check the “Show?”
box next to the line you want to show up.
Please DO NOT delete any information without updating it with updated information.
If you want
to delete anything without replacing it with new information, contact Christina Pinkney at 626-395-6392
or at
caltechassociates@caltech.edu
.
Once you have made any updates to this section click the “Update Additional Contacts” button so
that the changes will be reflected in your personal profile.
Click here to return to the Table of Contents
Update Interests and Associations
The Interests and Associations section for every profile will be blank,
since this is an area for you to fill in personally.
If you do not want to share this information, then do nothing. If you
wish to share this information, then write a short paragraph about your
interests in the text box and check the “Show?” box so others can view
the information.
Then click “Update Interests & Associations.”
Page 8
Update Biography
The Biography section for every profile will also be
blank since we want you to write about yourself so other
Associates can learn more about you.
If you do not want to share this information, then do
nothing. If you wish to share this information with other
Associates, then write a short biography about yourself in
the text box and check the “Show?” box so others can
view the information.
Then click “Update Biography”
so we receive the changes.
Click here to return to the Table of Contents
Update Web Addresses
If we have a web address for you in our records, it
will show up in the web address box. If we do not
have a web address, then this line will be blank.
If the web address is correct and you do not wish
to show it to others, then do nothing. If it is
correct and you want other members to view it,
then make sure to select the box next to “Show?”
beside the web address.
To update your web address, change the existing link (in the first line) to the new address and click
“Update Existing Link(s).” If the web address is incorrect and you no longer have a web address to
replace it, click “Delete Selected.”
If you wish to add another web address (a second), then type the new web address in the second box
labeled “Add New Web Address:” and check “Show?” to show the new address, and then click “Add
New Link.”
Click here to return to the Table of Contents
Page 9
Event Registration
Once you are logged in, click the “Events”
link on the left side of the screen and you
will be taken to the Events page for the
current month. A list of each month’s events
will be available for your viewing.
Below each event are links to “Make a
Reservation” and the events’ “Invitation”
(which will open in a PDF).
Only members of the President’s and
Provost’s Circles will have access to events
specific for their membership levels.
You can see in the image to the right that
Mr. John Smith does not have access to the
“Make a Reservation” link for the Provost’s
Reception, since he is not a member of the
Provost’s or President’s Circles. But he has
access the other Associates events, even in
regions other than his own.
Make a Reservation
To make a reservation, you will need to
click the “Make a Reservation” link. You
will be taken to the reservation page (see
image on next page). On this page, you will
be able to identify how many people are
attending the event and what method of payment you prefer.
Your preferred address should already be placed in the mailing address portion. Please verify that it is
correct.
If it is not correct, change the information. After you have made your reservation, change
the contact information in your personal profile
. If your billing address for your credit card is the
same as your mailing address, check the box next to “Same as Mailing Address.” The information from
your mailing address will immediately be added to the billing address form. If the billing address is
different from your mailing address, please revise the form with your correct information.
Next, you will verify whether the e-mail address we have on file is correct.
If the e-mail is incorrect, or
we do not have your e-mail address, you will not receive a receipt or a confirmation of your
reservation.
Page 10
After you verify the e-mail address, please type in your credit card number (Visa, Mastercard, and
American Express) with no spaces or dashes, the CCV number (located on the back of the card), and the
expiration date. Next, click the “Verify” button.
This will NOT automatically charge your credit
card.
You will be taken to another page where you will be
able to tell us the names of the guests you are bringing
and what entrée option you prefer (see image below).
Names of spouses or partners whom we have on file
will automatically be added to the guest field.
The registration total, mailing address, billing address,
and credit card information will be shown on this
page. If everything is correct, click “Submit
Reservation.” If any information is incorrect, please
go back to the previous page and correct the error.
Once you click “Submit Reservation,” your credit
card will be charged, you will receive a confirmation
of your reservation via e-mail, and we will receive
notice that you are attending the event.
Page 11
Contact Us
Please contact us if you have any questions or concerns about the website. We want to ensure that you
are able to access all of the membership features with ease.
Forgotten Username/Password or Difficulty Accessing Member Features
If you are having difficulty gaining access to the member features of the Associates website or have
forgotten or lost your username or password, please contact 626-395-3919 or
caltechassociates@caltech.edu
Personal Profile or Contact Information Problems
If you are having problems changing or editing your contact information in the Personal Profile, please
contact Christina Pinkney at 626-395-6392 or at
caltechassociates@caltech.edu
Technical Problems with the Website
If you are receiving any error messages or are having technical problems with the website, please
contact 626-395-3919 or
caltechassociates@caltech.edu
General Contacts
For more information about the Associates, how to become a member or how to become more involved
with Caltech, please contact 626-395-3919 or
caltechassociates@caltech.edu
Click here to return to the Table of Contents
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