The Junior League

Dear Member Essentials Admins,

To get ready for your new League year, here are some tasks you can do to prepare your Member Portal:

• Assign Placements - Leadership Positions, Chair and Committee Member Positions
  • Complete your placements by assigning Members to Leadership, Chair and Committee Member positions.
    • Please make sure to assign Board Members and other Leadership positions. (President, PE, EVP, Finance/Treasurer, Communications VP, Community VP, Membership VP, etc.)  AJLI will use this information to communicate with your League Leadership.
    • Note: Placements and positions can be assigned in advance by setting the effective date of the placements or positions’ start date
      HOW-TO: Position Manager - Step by Step
      
      
• Update League Roster: Add Members, Resign or Drop Departing Members
  • Add new Members to your roster by Creating New Accounts
  • Resign Members not renewing their membership prior to July 1st to remove them from AJLI Annual Dues Billing charges. Review the AJLI Dues Billing Guide for more information.
  • Update member statuses like Active, Provisional, Sustainer, and Sustainer Emerita 
    • Assigning and Editing Statuses from the Profile
    • Assigning Statuses using Status Mass Assign
    • Find Inactive Members and Change their Status
      
      
• Assign Permissions for Incoming Member Essentials Administrators 
  • Before your new League year starts, make sure that you debrief the next Administrators on Member Essentials and on your specific administrative workflows. Assign the appropriate access levels or permissions so they can use the tools.
    • Assigning Administrative Access
    • Admin Access Levels for Member Essentials
      
  • Schedule a formal transition meeting with the new Administrator taking over your tasks on Member Essentials.
    
  • Also, assign AJLI Permissions to access the League Admin Portal like: AJLI Dues Billing Admin and AJLI Transfer Admin. See League Admin Portal: User's Guide
    
    
• Review Tutorials and Book a Training
  • We recommend that new Member Essentials Administrators review the tutorial videos and articles on our Support Portal at https://support.jl.org
  • Administrators can also schedule live trainings with the Member Essentials Support team by going to How to Get Help and Training for Member Essentials. Live support and training are included in your Member Essentials subscription.  
    
    
• Update Calendars with New Events, Meetings, and Shifts
  • Add new events, meetings and shifts such as GMMs, Board meetings, Member events and volunteer opportunities in the Registration Tool
    HOW-TO: Registration Tool - Step by Step
    
    
• Update Member Portal Content and Homepage
  • To keep your Members engaged with the Member Portal, we recommend you regularly update your homepage, especially for the new League year.
  • Post new announcements in News and Alerts, update your Quick Links and add member content pages under My League. Update your Photo Feed with new photos.
    • Creating a News and Reminder Item with Sample News Items
    • Creating Quick Links
    • Adding a New Member Content Page
    • Submitting Photos on the Photo Feed
      
      
• Send Invites to Members to Create Member Portal Accounts
  • Resend invitation emails to Members who have not signed up for an account on Member Essentials.
    HOW-TO: Send Members Invites to Join the Member Portal
    
    
• Define and Assign Requirements for Member Essentials Plus Leagues
  • Set up your requirements list for Members to complete for the upcoming league year.
  • NEW: Requirements Bundles allow you to combine individual requirements and mass assign the bundle to your Members per status.
    HOW-TO: Setting Up Requirements - Step by Step
    
    
• Encourage your Members to Log In to the Portal with our Communications Package
  • Take advantage of the Communications Package created for Member Essentials with a suggested communications schedule, template emails and template social media posts.
    • Communications Package - ME Basic
    • Communications Package - ME Plus
      
      

Best,
Member Essentials Support Team

JL MEMBER ESSENTIALS
email: [email protected]
knowledge base: http://support.jl.org