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Frequently Asked Questions

 

1.     How do I change my password?

2.     My company is a member of AAEI, how do I get the membership discount?

3.     How do I remove an associate that has left the company?

4.     How do I add people from my company so they can have access to the membership site?

5.     How do I join a committee roster?

6.     How do I leave a committee roster?

7.     How do I get access to committee files?

8.     How do I log into a committee meeting?

9.     How do I pay my dues?

10.   I am the chair of a committee; can I email send a message to everyone in the committee from the membership system?

11.  I attended a seminar and deleted my invoice by accident, how can I get another invoice for my reconciliation?

 12. I am the primary contact for our company but will be leaving.  How can I make someone else the primary contact?

13. How can I access the documents I saw in the committee meetings?  (Procedures are subject to change over time)

14. I receive messages regarding people updating their profiles that I do not know, what is it and how can I stop it?

15. I tried resetting my password using the "Password Reset" button but I did not receive any emails.

16. I have not been receiving any correspondence from AAEI's new Member Management system, what should I do?

 

 

 

 

Questions and Answers

 

1.     How do I change my password?

There are many ways to change your password in the new AMS system.  Here are the top ways.

a.       Go to the may login screen, click on “Click here to reset your password”.

b.       Type in your email address in the space provided.

c.       Perform a simple math calculation to assure you are not “Spammer”.

d.       Click on “Reset Password”.

e.       An email should arrive in a minute or two for you to reset your password.  If you           do not see it, please check your “Junkbox” or possibly your “Spambox”. 

f.        If you do not see your email, please click on “Contact Us” and submit a                      question and we will get back to you as soon as we can.

 

2.     My company is a member of AAEI, how do I get the membership discount?

a.       You must have a membership account to take advantage of your                           membership discount. 

b.       Inform the primary contact for your organization and have them add you to             the system.  You will receive an invitation after you have been added.

c.       If you do not know who your primary account holder is in your organization,            please click on “Contact Us” and send us a message and we will get it set up for you.

d.       Once you have your account setup you can register for any event and                   receive your discount as long as you are logged into the system when you             register.

 

 3.     How do I remove an associate that has left the company?

a.       There are two types of accounts:  One is your company account and the               other is an individual account.  You must log in using your company account to add or remove associates in the membership system.

b.       The company account will start with “AAEI….”.  Once you are logged in, go to MANAGE PROFILE and then click on SUB-ACCOUNTS.

c.       If you do not see the individual, scroll down and you should see a list of you          and your associates.  Click the icon second from the left that is next to the name of the individual and that will remove the individual. 

d.       You will then be prompted and warned that once you continue, you will no             longer be able to manage that account.  Proceed to continue.

 

Note:  If you are the primary contact for your company and do not know your company account credentials, please send us a message by clicking “Contact Us”.

 

4.     How do I add people from my company so they can have access to the membership site?

a.       There are two types of accounts:  One is your company account and the               other is an individual account.  You must log in using your company account to add or remove associates in the membership system.

b.       The company account will start with “AAEI….”.  Once you are logged in, go to MANAGE PROFILE and then click on SUB-ACCOUNTS.

c.       You should see a yellow button saying “INVITE”.  Fill in the box above it with           a list of email address of who you would like to invite on separate lines.

d.       Click “INVITE” after you have completed adding associates.  They will then             receive an invitation to join and create their profile.

 

Note:  If you are the primary contact for your company and do not know your company account credentials, please send us a message by clicking “Contact Us”.

 

 5.     How do I join a committee roster?

a.       Log into the system using your individual account and click on “GROUPS”.

b.       You should be brought to an "MY GROUPS" screen.  If will see all the committees you are presently on the roster for.  If you would like to join one or another, click on “COMMITTEES”.

c.       You can then scroll to find the committee you are interested in joining or type a part of the name and search for it.

d.       Once you have identified the committee from either your search or from your crolling, click on it.

e.       You should then be on the committee’s page.  Click on “JOIN GROUP”.

 

 6.     How do I leave a committee roster?

a.       You can leave a committee by logging in and going to GROUPS.

b.       You should see a list of committees that you are registered in on the left.

c.       On the left side of each committee, you should see a “gray wrench” and a               “green plus” symbol.  Click on the “gray wrench” and then “LEAVE GROUP” 

d.       You will be prompted to confirm your actions.

 

7.     How do I get access to committee files?

Once you have joined a committee you will want to engage by getting access to the meeting agendas and associated documents.

 a.       Log in.

b.       Go to GROUPS.  You will then see a list of committees you are a registered                   member for.

c.       Click on the committee you want information on.

d.       Once on the committee’s page, click on “GROUP PAGES” on the top left                       corner of the page and then the group name.

e.       You should then see a list of documents associated with the groups.  As                          you move forward, you will primarily see just the agenda.  However, on the                   agenda, there will be links to all the relevant documents right on the page                       so you do not have to go searching for it.

 

8.     How do I log into a committee meeting?

Each committee has its own set of documents and calendars.  You can go directly to the committee you want to engage with by clicking on “GROUP” after logging in.

a.       After you have logged in and clicked on “GROUP” you will see a list of                   committees you are currently registered in.  Simply select a committee by               clicking on it.

b.       You will see a section called UPCOMING EVENTS.  If you do not, scroll                 down until you do.  You can see all the upcoming events regarding that                 particular committee in list or calendar view.  The default is list view.  You                 can click on “MONTH VIEW” to see it in a calendar view.

c.       Click on the name of the meeting, for example, “Policy Council Meeting”. 

d.       Upon clicking on the meeting name you will then see all relevant event                   information, date, time, place and contact information.

e.       You should then register for the meeting to assure that you get proper                     credit.

f.        You should notice a calendar icon in your information page.  You can click             on it and download an ICS file to be imported into your outlook as a calendar invite.  Once downloaded, just double-click on it and the date and information should be placed on your Outlook Calendar.

 

9.     How do I pay my dues?

The dues payment should be accessible by the primary contact when logged in using the company’s account.   Dues reminder will be sent out 45 days in advance.  Once the primary contact has received the notice, they can perform the following steps to make payment.

a.       Log in using the company’s account/profile with the username beginning               with AAEI.  If you do not know the credentials, please feel free to “CONTACT US”.

b.       Once logged in, you just need to go MANAGE PROFILE.

c.       Scroll down on the left side of the window until you see INVOICES.

d.       There you will see any open invoices.  It will prompt you to confirm your dues level and then you can proceed.

e.       If you wish to see past payments, you can hit the down arrow next to “FILTER BY STATUS” to get other options.  (Since this is the first year we are using this system, invoices paid only this year will be available.)

 

10.I am the chair of a committee; can I email send a message to everyone in the committee from

the membership system?

 Currently, only staff administrators can do that.  This may change the policy for the system evolve.  If you need to get a message out to a particular group, simply send it to a staff and they will do it for you.

 

11.I attended a seminar and deleted my invoice by accident, how can I get another invoice for my reconciliation?

a.       Log in with your email address.  If you do not know the credentials, please             feel free to “CONTACT US” or use the password reset system.

b.       Once logged in, you just need to go MANAGE PROFILE.

c.       Scroll down on the left side of the window until you see INVOICES.

d.       There you will see any open invoices. 

e.       If you wish to see past payments, you can hit the down arrow next to “FILTER BY STATUS” to get other options.  (Since this is the first year we are using this system, invoices paid only this year will be available.)

 

 12.I am the primary contact for our company but will be leaving.  How can I make someone else the primary contact?

It is inevitable membership leaders for an organization may grow into new positions at other companies or into event better positions like RETIREMENT.  Changing primary contacts for an organization is simple. 

a.       Login using the company’s account/profile that begins with AAEI.

b.       Once logged in, go to MANAGE PROFILE and then click on EDIT BIO on               the left side of the screen.

c.       Fill in the new PRIMARY POINT OF CONTACT’S email address 

 13. How can I access the documents I saw in the committee meetings?  (Procedures are subject to change over time)

Issue: You saw a document presented in a committee or board meeting but do not see it in the document library. 

We are trying to simplify meeting management, have less clutter, and protect the data.  In doing this, we provide links to the data and documents through links on the meeting agenda. If you can locate the Agenda and go to the topic and click on the link to the document you are looking for.  Here is more detailed steps: 

 

a.    Login to the AMS.

b.       Go to GROUPS

c.       Click on BOARD OF GOVERNORS (For other committees, click on the corresponding committees)

d.      Click on GROUP PAGES  up to the left and then the drop down BOARD OF GOVENORS link.

e.       Double-Click on the 1a Agenda file to open it.

f.       Move down on the Agenda page, go to Section I F 2.

g.       Press and hold down CNTRL and click on the link “Draft By-Laws Refresh”.

h..       It should open up the PDF file in your default browser or your Adobe PDF reader, whichever you have set to open up PDF documents.

a.       Login using the company’s account/profile that begins with AAEI.

b.       Once logged in, go to MANAGE PROFILE and then click on EDIT BIO on               the left side of the screen.

c.       Fill in the new PRIMARY POINT OF CONTACT’S email address

14I receive messages regarding people updating their profiles that I do not know, what is it and how can I stop it?

The reason you are likely receiving this message is because you are on a committee with that person that has just updated their profile.  And the system will send out a notice to any of the members of the committee the member is associated with.  It is meant to keep everyone that you participate on a committee up-to-date as to the contact information of people you are associated with.  If you do not wish to receive this notification, you can turn it off by logging in to the AMS, going to your profile and preference page and deselect that option. 

1.       Log in to the AMS system.

2.       Go to MANAGE PROFILE.

3.       Go to PREFERENCE.

4.       Select the preferences you want.  To turn off notices when people update their profiles unselect:  Email me when one of my connections updates their profile *

 15. I tried resetting my password using the "Password Reset" button but I did not receive any emails.

The email is coming from a third-party server, our service provider.  It may be deemed  a SPAM by your email server or network system.  Please check your junk mail folder, it may be in there.  If it is in your junk mail folder and you use Microsoft's Outlook, right-click on the email and go "Junk" and then "Never block senders domain".  This will keep future email from AAEI's system from going to junk.

If it is not in your Junk email, you may want to request your IT department to add the following domain to their SAFE SENDER LIST:

-  aaei.org

-  aaei.site-ym.com

 

16. I have not been receiving any correspondence from AAEI's new Member Management system, what should I do?

Please see the answer for number 15 above.

 

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