Individual Adult or Family Manager

Individual Adult or Family Manager
Guide to Registering Online: Individual Adult or Family Manager
Contents
On Using this Document
2
Frequently Asked Questions (FAQs)
3
Registration Step-By-Step Instructions
5
Log Into E-Biz – My Family
5
1a. Log into E-Biz - Individual Adults
6
2.
Selecting Members to Renew
7
3.
Collecting Membership Information: Girl Member
9
4.
Proceed to Next Family Member
14
5.
Collecting Membership Information: Adult Member
15
6.
Shopping Cart
20
7.
Donation Page
21
8.
Payment
22
9.
Order Summary and Receipt
23
1.
Tips and Troubleshooting
24
Questions?
25
On Using this Document
To take full advantage of these instructions, we suggest that rather than print
a hard copy, they should be viewed and used electronically (in PDF format).
These instructions are designed to be interactive. When moving the cursor
over an active area in the document it will change from an arrow
pointer
to a
to indicate the area is responsive – meant to be clicked.
Interactive elements include:

headings in the Table of Contents allow for direct navigation to a section

green text indicates the presence of a link – click to jump to areas within
the document, to external web pages, or open a new message to quickly
send an email to the help desk

Trefoil buttons
in the lower right-hand corner of each page link
back to the contents page
The purpose of this design is to allow for quick access to the information
needed while bypassing irrelevant information, tailoring the instructions to the
current task. When used as intended, this one document becomes both a
detailed set of visual step by step instructions, and a quick reference guide.
Frequently Asked Questions (FAQs)
(1)
Can I register my daughter or myself online?
Yes! Members both returning and new can use the online registration system
(E-Biz) to register for Girl Scouts.
(2)
How do I start?
If you haven’t already created an online account in E-Biz then that is the first step
in the process.
Full instructions on this process are available here:
http://www.girlscoutseasternmass.org/forms/Create-E-Biz-Account.pdf
If you already have an online account, you will need to login.
If you are the Family Manager for your family, then you will see an option on the
main navigation bar that reads My Family. Clicking on this will open the Family
Management area for your family members. You should be able to see your
daughter(s) for whom you are listed as the Guardian 1, and you may be able to
see the Guardian 2 for your daughter(s) as well. You can renew or register
members of your family from this area.
If you are an individual adult volunteer who is not a Guardian 1, then you can
register yourself by clicking on the link in the upper right hand corner that reads
______’s Account. This will open your profile view and should show an area
titled Active Memberships. You can either renew by clicking on the Renew
Membership button or if you are a new member you should see a button that
reads Join Now. Either one of these buttons will begin the process for
registering.
If you log into your account and cannot see My Family and you should be the
Family Manager, or if you are certain you should have an option to renew your
membership but are seeing the Join Now button, please email the CES Help
Desk at CESSupport@GirlScoutsEasternMass.org. A Help Desk staff member
will need to check your account status before you continue the registration
process.
(3)
Where do I go to log into my online account?
Go to www.girlscoutseasternmass.org and scroll to the bottom of the page and
click on the link that reads Troop Management Online. The E-Biz home page
will open and the login area is on the right hand side of the screen.
(4)
How do I pay for online registrations?
All online registrations are paid for with a credit or debit card: Discover,
Mastercard, or Visa.
(5)
Can I register my daughter and myself at the same time?
If you are the Family Manager, yes, you can register multiple family members
including yourself from your account using the Family Management area.
(6)
My daughter and/or I are moving to another troop for 2015. Do we still reregister?
The online re-registration system only allows you to re-register to the troop you
were with for 2014. If you are changing troops for 2015, renew online and then
notify your new troop leader that you have completed your online re-registrations
and your troop leader will notify the Service Unit Registrar that you need to have
your records transferred to your new troop for the 2015 membership year.
(7)
Is it still possible to register using paper forms?
Yes, though we strongly recommend trying to register online first. Submit
completed 2015 Membership Registration Paper Forms to either your troop
leader or your Service Unit Registrar with a check for $15.00 for each Adult
Registration, and $25.00 for each Girl Registration.
2015 Membership Registration forms can be found at:
Adult Registration Form:
http://www.girlscoutseasternmass.org/forms/15_AdultMembershipForm.pdf
Girl Registration Form:
http://www.girlscoutseasternmass.org/forms/15_GirlMembershipForm.pdf
(8)
Where do I go if I need help re-registering for 2015?
Contact the CES Help Desk at: CESSupport@GirlScoutsEasternMass.org. The
Help Desk is open Monday through Friday, from 8:30am through 5:00pm.
Proceed to the next page for step-by-step instructions on how to register members of
your family and/or yourself for the 2015 membership year.
Registration Step-By-Step Instructions
1. Log Into E-Biz – My Family
Using a supported browser (Internet Explorer 9,
10 & 11, Chrome, Firefox or Safari), access the
GSEM website: www.girlscoutseasternmass.org
Scroll to the bottom of the page and click on the
link that reads Troop Management Online or click
on the Volunteer menu option and select
Ebiz/Troop management. Both options will open
the E-Biz webpage.
On the right hand side of the screen, you will see an area titled Current Member Login,
as shown above. Type in your username and password and then click Login. If you
have not yet made an account, follow these instructions to complete the process:
http://www.girlscoutseasternmass.org/forms/Create-E-Biz-Account.pdf
If you are a Family Manager, your screen should automatically load the My Family
view as a default starting place. This view should look similar to the image below. If this
view doesn’t load, click on My Family in the menu bar. Skip to step 2 to continue.
BACK
TO
1a. Log into E-Biz - Individual Adults
If you are purchasing a membership registration for yourself, click on the link in the
upper right hand corner that reads _______’s Account and you should see the below
view load:
If you are a renewing member, you will see the above view with a button that reads
Renew Membership. If you are a new member, you will instead see a button that
reads Join Now. Click on either of these buttons to begin the registration process.
Skip to the Collecting Membership Information: Adult Member section for instructions
on how to update an adult membership.
If you are seeing the Join Now button and no membership history and you are
certain you were registered during the 2013-2014 membership year, please email
the CES Help Desk at CESSupport@GirlScoutsEasternMass.org for assistance.
2. Selecting Members to Renew
From the My Family page, you can click the check boxes next to the names of the
members you want to register. If the member is renewing there will be a small GS Logo
to the right of the date under Girl Scout Member Until column:
If there is no green logo, check the dates under the
Year/Serving/Role column. If you see a year range from 20142015, then this member is already registered for the 2015 year.
If you only see one date range for 2013-2014 or no dates listed and no green logo,
don’t worry! This just means the member isn’t considered “renewing” but you can still
check the box next to their name and a new membership will be generated for that
person.
After checking the boxes next to the members you wish to register, go to the “I want to:”
drop-down menu, expand the menu, and choose the option that reads “Purchase Girl
Scout Membership(s)”. Then
click the Go button.
If you have a new family member to register (such as a new Daisy for the 2015
Membership Year) and they are not shown on your family
roster, you can use the Add a Family Member link to add a
new family member to your roster.
If a family member who has been a registered member in the past with GSEM is not
listed on your roster, please DO NOT USE the Add a Family Member link. Please
email the CES Help Desk at CESSupport@GirlScoutsEasternMass.org for assistance.
Your family member may need to be linked to your account before you can purchase
their registration.
After clicking the Go button, your screen should look similar to this:
You should see a line for each member you selected. The first line here is highlighted
in mint green. This is the order we are going to update first. The other members are
grayed out to emphasize which member you are currently updating. Click the
Process # of # button to begin entering information for the first family member. In our
example, Jenny Smith is a girl member, so we will show in greater detail the process
for renewing a girl member in the next section.
FYI: For all multi-step processes in E-Biz, this progress bar displays where you are
currently in the process:
3. Collecting Membership Information: Girl Member
Back to Top
Contact Information: Address, Email, Phone Number
Update her address and
contact information if
needed. Make sure all
fields marked with a red
asterisk * are filled in as
this indicates they are
required.
(Both phone fields can be the same number.)
Read through the email and text message information and check or uncheck the
boxes according to your preferences. Click Next to continue.
Personal Information: Part 1 – Name, Birth Date, Race & Ethnicity, School & Grade,
Years in Scouting, Pathways and Media Permission
Update the girl’s date of birth if incorrect by
clicking the Change link.
If her name is not correct, please contact
CESSupport@GirlScoutsEasternMass.org to
have council make the needed changes to
any names.
Check the appropriate boxes to
indicate her Race and Ethnicity. In
all cases you can select “I choose
not to share” if you would prefer not
to make a selection.
Check that her school and grade
level are correct. If they are not, click
the Edit link.
Type in the name of the school and
click Search. If the school comes up
in the list of options, click it to update
the Your Selections area. If you do
not see the school, you can try a more general search on the name, or check the box
“School Not Found”.
If her grade level is incorrect for the grade she will be in starting September 2014, use
the drop-down menu to change it.
Personal Information: Part 1 – Continued
Update the number of years she has been a Girl Scout. This number does not
include the year for which you are registering her, only prior years.
Select the Pathway of Entry for this girl. If you are not sure what her pathway of
entry is, click the little “i” icon next to the description for more details. If she is going
to be participating primarily with her troop or as an Independently Registered Girl
(IRG) during the year, select “Troop”. In some cases, this will cause a popup to
display where you can type in the troop number that she would like to be in. This box
is a simple text box and can accept any characters, so if you don’t know her number
or if she is an IRG, you can type the town or city you live in or even “not sure”.
Check the boxes for pathways that she might be interested in and make a
selection for whether Girl Scouts has permission to use photographs, video or
other media of this girl. Click Next to continue.
Personal Information: Step 2 – Guardians
Check the information for the
Guardians for this girl. If
anything with a red asterisk *
is not filled out, make sure it is
filled in or you won’t be able to
continue the process.
Employment is a required field. If you do not know or don’t wish to share, select “I
choose not to share”. If you wish to select “Employed” the below view is what you will
see. You can search for the employer using the search feature.
If the company is not found,
click the “Company Not Found”
check box. You can type the
“Job Title\Company Name” into
the Title/Occupation box.
(Please use a backslash “\” in
between the title and company
name.) Click Next to continue.
The next step is for the 2nd Guardian so you can repeat the above section again, and
then click Next.
Verification Page
We have completed the information collection process for Jenny Smith. Below is
the screen you should now see where you can confirm all of the information that was
entered during the collection process. Any section can still be changed by clicking on
the Change links for the section you wish to alter.
If everything is correct, click Continue to proceed to the next step.
4. Proceed to Next Family Member
At this point we have completed updating all information for the first family member.
The page refreshes to the display below and we can see that now the next
member, Theresa Smith, is highlighted in mint green.
Theresa is an adult member so we will go into more detail about updating an adult
member’s information in the next section. To proceed, we select the desired
membership year, here we will select 2015, and then we will click Process # of #
to continue.
5. Collecting Membership Information: Adult Member
Contact Information: Address, Email, Phone Number
Update the address and
contact information.
Make sure all fields marked
with a red asterisk * are filled
in as this indicates they are
required.
(Both phone fields can be the same number.)
Read through the email and text message information and check or uncheck the
boxes according to this adult’s preferences.
Click Next to continue to the next step.
Personal Information: Step 1 – Name, Birth Date, Race and Ethnicity,
Employment, Involvement and Media Permission
Update the adult’s date of birth if
incorrect by clicking the Change link.
If the spelling of his or her name is not
correct, please contact
CESSupport@GirlScoutsEasternMass.org
to have council make the needed changes
to any names.
Check the appropriate
boxes to indicate the
adult’s Race and
Ethnicity. In all cases you
can select “I choose not to
share” if you would prefer
not to make a selection.
Employment is a required field. If you do not know or don’t have the information on
hand, select “I choose not to share”. If you select “Employed” the below view is what
you will see. You can search for the employer using the search feature.
If the company is not found,
click the “Company Not
Found” check box. You can
type the “Job Title\Company
Name” into the
Title/Occupation box.
(Please use a backslash “\” in
between the title and
company name.)
Personal Information: Step 1 – Continued
Indicate the number of years this adult was a member of Girl Scouts as both a Girl
Member and an Adult member. Please only include the prior years of participation and
not the membership year you are currently purchasing.
The “Are you a Girl Scout volunteer?” question is a required field. If this adult is new
and does not know their troop number or position for the year currently being
purchased, select “No”. (Troop number/position can be changed later once troop
number or role is determined.)
If “Yes” is selected, the next step in the process will require Troop or SU number and
position information.
Make a selection for whether Girl Scouts has permission to use photographs, video or
other media of this adult by selecting the appropriate radio button.
Click Next to continue.
Personal Information: Step 2 – Troop/SU and Position Request Form
If “Yes” was selected in the previous step for the “Are you a Girl Scout volunteer?”
question, the next step will be required.
Click the drop down menu next to Role and select the appropriate position for this adult.
If the adult does not have a specific role in the troop, you can choose the 03 Support
Volunteer option.
Under Serving type in the troop or SU number. If this adult is a Service Unit volunteer
or won’t be registering
with a specific troop,
you can type in the SU
number in this box.
(Contact CESSupport@GirlScoutsEasternMass.org if you do not know your SU number.)
Click Add to add this role to the How I Would Like to Participate Section below. You
can add as many positions with as many troops as this adult should have by clicking the
Add Another button. (All positions must be approved by council before they are active.)
Click Next to continue.
Verification Page
We have completed the information collection process for Theresa Smith. Above
is the screen you should now see where you can confirm all of the information that
was entered during the collection process. Any section can still be changed by
clicking on the Change links for the section you wish to alter.
If everything looks accurate, click Continue to proceed to the next step.
6. Shopping Cart
In the Shopping Cart screen you will be able to review your orders before proceeding
to the payment part of the process.
You can click the Delete link below any membership that you wish to remove from the
cart.
Click the Checkout button to continue to the donation page.
7. Donation Page
Donating to Girl Scouts of Eastern Mass is optional. If you wish to make an online
donation, make the desired selection here. If you do not wish to donate at this time,
select the “Not at this time” option.
Click Continue when finished.
8. Payment
In the Order Payment screen, you can view the orders you are paying for and then
scroll to the bottom to enter your credit card
information.
Please enter your credit card information as
shown. Visa, Mastercard or Discover cards
are accepted in either credit or debit form.
Enter your name as it appears on the card. If
you are using a troop debit card, enter only
the name on the account and not the troop
number.
Check the box indicating that you have read
and accept the Girl Scout Promise and
Law and meet the membership
requirements. This box must be checked
before your payment will be processed.
Click the Process My Order button to submit your payment.
Please note that GSUSA does not refund membership fees once processed and they are nontransferrable.
9. Order Summary and Receipt
When this screen loads, it indicates that the memberships were processed
successfully. You have the option to print this receipt however you can also see this
order under your Family Management area at any time after leaving this screen.
When we click on the My Family tab now, we can see that the family members who
were selected are now registered for the 2015 membership year.
Congratulations, you have completed registration for your family!
Tips and Troubleshooting
Problem: Pages don’t display properly or certain areas of the webpage aren’t visible.
You may need to refresh your browser’s cache. The PC keyboard shortcut is to press
CTRL and F5. This shortcut will work in all supported browsers (Internet Explorer 9,
10 & 11, Chrome, Firefox and Safari). You may need to do this repeatedly before the
website is rendered cleanly. If clearing the cache does not work, try switching to a
different browser.
If you are using a browser not mentioned above, you may need to use one of the
recommended browsers for the website to display properly. E-Biz is also not currently
compatible with mobile devices (smart phones or tablets). Please view the website
using a laptop or desktop computer.
Problem: While completing registration, there was an interruption and now the
screen is back at the home page. Do I really need to start over?
An E-Biz session will time out if the user is idle for a period of time and yes, the
information collected previously will not be retained - there is no option to save
changes during the process. You will need to start from the beginning if your session
times out. If you are under a time constraint and have several members to register,
keep in mind that if you complete the updating of a member’s information, the
membership will be added to your shopping cart and you can go back and pay for it
at a later time.
Please be aware that items do not stay in the cart indefinitely – carts are cleared
periodically by system maintenance, so make sure that you don’t wait too long to go
back in to pay for the registrations.
It is also a good idea to have everything you need for the process at hand when you
begin. If you do find that you need to confirm information or make name corrections
during the process, complete the registrations and request the changes later.
Problem: I should be the Family Manager, but I cannot see My Family. If I try to add
a family member, I receive a message that the member “already exists in
the system” or that the system cannot find my child. What do I do?
If you are having any of these issues, please email the CES Help Desk at
CESSupport@GirlScoutsEasternMass.org so that a staff member can research your
problem. In general these issues indicate that your record is not associated with your
daughter’s record in our database. This is a problem that will need to be resolved by
council.
Questions?
If you need help or have any questions during the process, email our Help Desk at:
CESSupport@GirlScoutsEasternMass.org
The Help Desk is available Monday through Friday from 8:30am to 5:00pm.
Emails are answered in the order they are received as promptly as possible.
Last Updated: 5/6/14
Back to Top
Was this manual useful for you? yes no
Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Download PDF

advertising