For Clubs & Members

  • Salesforce Site.comSalesforce Site.com
  • SoroptimistSoroptimist
  • SalesforceSalesforce
  • DonorsupportDonorsupport

Translated Training Materials:

PORTUGUESE For Members SPANISH For MembersKOREAN For MemberJAPANESE For Members CHINESE For Members

English Versions:

How-To-Guides:

Getting Started: How to Activate Your Member Portal Account

Content:

  1. How to Activate your Account

  2. What to do if I can't log in or didn't receive the welcome email

How to Update the Club Roster and Pay Annual Dues Online

Content:

  1. How to terminate a member

  2. How to add NEW members

  3. How to Generate an Invoice to Pay Annual Club Dues After Roster Updates Were Made

  4. Paying via Credit Card/ACH

  5. Paying with Wire/ Check/ Cash 6. How to adjust an incorrect invoice

Roster Management

Content:

  1. Viewing and Filtering My Roster

  2. Updating Contact Information

  3. Adding New Club Officers

  4. Updating Existing Club Officers

  5. Terminating Members After Annual Dues Invoice has been Paid

  6. Adding New Members After Annual Dues Invoice has been Paid

  7. How to Export & Print My Roster

Searching for Region Leaders and Clubs in the Member DirectoryHow to Check for an Outstanding Balance and Pay an Outstanding Invoice

Training Videos:

Bonus How-To's:

Trouble accessing my club email account @soroptimist.net