Help - My Groups

Help - My Groups

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Table of Contents

ASSIGN GROUP PERMISSION

CONSOLIDATED POST REPORT

CONSOLIDATED SQUADRON REPORT

EMAIL MEMBERS

GLOBAL MEMBER SEARCH

GROUP INFORMATION

MATERIALS – MANUAL, BROCHURES, SPEECHES

MEMBER MANAGEMENT

MEMBERS RENEWED ONLINE

PROCESS MEMBERSHIP – ONLINE TRANSMITTAL

REGISTERED MEMBERS

REPORTS / LABELS

ROSTER

TRAINING REQUESTS

VIEW MEMBERS


ASSIGN GROUP PERMISSION

Home > My Views>Assign Group Permissions

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “View Members”
  3. Search the member to assign permission and click on their name to open member profile.
  4. From the member’s profile, select “Assign Group Permissions” from left MY VIEWS panel.
  5. Select “Edit” in Management Settings
  6. Check permissions to grant and “Save”
    1. Online Group Manager – This is the minimum permission requirement. It provides access to export and print electronic membership roster and a quick link to member email addresses.  It does not give access to additional member information not listed on the roster to view or edit.
    2. Edit Individual Profile - Grants access to the post roster and authority to view and manage member information.
    3. Edit Group Profile- Provides roster, membership management and access to administrative membership reports, labels, CPR, CSR, online membership processing and officer materials.
    4. Register or Order for a Group–Not recommended.  This authority will be used in future enhancements and does not provide any access at this time.
    5. Identify Group Manger – Not recommended.  This permission allows the group administrator to assign group permissions to someone other than the adjutant or commander.

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CONSOLIDATED POST REPORT

IN DEVELOPMENT

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CONSOLIDATED SQUADRON REPORT

IN DEVELOPMENT

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EMAIL MEMBERS

Home > My Views > Group Profile > Members

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “View Members” from the left MY VIEWS menu.
  3. The roster appears on the Group Profile window.
    1. Email full roster
      1. select all records by checking the box to the left of Member ID
      2. from Actions pulldown, “Send Email”
    2. Email selected records
      1. select desired records by checking the box to the left of Member ID
      2. from Actions pulldown, “Send Email”

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GLOBAL MEMBER SEARCH

Search a member that is not member of your group. This search method requires you to have the member’s membership ID# or Name and Current Post/Squadron. Limited information is provided to allow verification of membership, status and post/squadron they are associated with.

Home > My Views > Group Profile > Global Member Search

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Global Member Search” from the left MY VIEWS menu.
  3. Select Lookup Option
    1. Global Member Search by Member ID
    2. Global Member Search by Last Name and Post Number
  4. Enter required search options and “View Report”
  5. Return to Group Profile page: Click top page breadcrumb to “Group Profile”

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GROUP INFORMATION

Group = Post, Squadron, County and District.  The My Groups menu displays the group you are located.

Group Attributes / Services - Add

Home > My Views > Group Profile > “group” Services

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Group Attributes/Services” from the left MY VIEWS menu.
  3. Click “Edit” to update attributes / services
  4. Check applicable attributes and “Save”
    1. Canteen
    2. Funeral Services
    3. Hall Rental
    4. Smoking Allowed
    5. Auxiliary
    6. Legion Riders
    7. Sons of The American Legion

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Group Email - Add

Home > My Views > Group Profile > Contact

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Contact Information” from the left MY VIEWS menu.
  3. Click “Add New Email”
  4. Enter the emaillocation, address and preferences.
    1. Set as Main Email Address.  Only one main email address can be listed.  The current main email address on file is replaced when selected.
  5. “Save”

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Group Fax - Add

Home > My Views > Group Profile > Contact

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Contact Information” from the left MY VIEWS menu.
  3. Click “Add New Fax Number”
  4. Enter the location, number and preferences.
    1. Set as Main Fax.  Only one main fax can be listed.  The current main fax on file is replaced when selected.
  5. “Save”

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Group Message - Add

Home > My Views > Group Profile > “group” Message

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Group Message” from the left MY VIEWS menu.
  3. Click Edit to the right of the Message area to open message box.
  4. Enter message and “Save”
    1. Maximum number of characters for message is _____________

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Group Newsletter - Add

Home > My Views > Group Profile >Publish Newsletter

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Publish Newsletter” from the left MY VIEWS menu.
  3. Click “Add New Attachment”
  4. Select “Choose File” and browse the file to upload.  PDF recommended file type
  5. Select Document Type (required)
    1. Charter
    2. Miscellaneous
  6. Click “Upload”
  7. “Save”

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Group Phone - Add

Home > My Views > Group Profile > Contact

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Contact Information” from the left MY VIEWS menu.
  3. Click “Add New Phone Number”
  4. Enter the phone type, location, number and preferences.
    1. Set as Main Phone Number.  Only one main phone number can be listed.  The current main phone number on file is replaced when selected.
    2. Do Not Call
  5. “Save”

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Group Photo - Add

Home > My Views > Group Profile > “group” Message

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Group Message” from the left MY VIEWS menu.
  3. Click “Add” on the photo image
  4. Select “Choose File” and browse the photo or image.  Supported:  gif, jpeg, jpg, png
  5. Click “Upload”
  6. “Save”

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Group Website - Add

Home > My Views > Group Profile > Contact

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Contact Information” from the left MY VIEWS menu.
  3. Click “Add New Website Address”
  4. Enter the website name, address and preferences.
    1. Set as Main Website.  Only one main website can be listed.  The current main website on file is replaced when selected.
  5. “Save”

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MATERIALS – MANUAL, BROCHURES, SPEECHES

Brochures

Home > My Views > Group Profile > Officer Manuals

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Brochures” from the left MY VIEWS menu.
  3. Click on the brochure title to open as a PDF.  Save or Print
  4. View available brochures.

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Officer Manuals

Home > My Views > Group Profile >Officer Manuals

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Officer Manuals” from the left MY VIEWS menu.
  3. Click on the manual title to open as PDF.  Save or Print
  4. View available manuals.

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Speeches

Home > My Views > Group Profile >Suggested Speeches

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Brochures” from the left MY VIEWS menu.
  3. Click on the speech title to open as a PDF.  Save or Print
  4. View available speeches.

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MEMBER MANAGEMENT

Home > My Views > Group Profile > Members > Member Profile

Address - Add

Home > My Views > Group Profile > Members > Member Profile > Addresses

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click“View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “ Addresses”
  5. Click “Add Address”
  6. Enter address “Save”

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Address - Delete

Home > My Views > Group Profile > Members > Member Profile > Addresses

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “ Addresses”
  5. Click “Delete”
  6. You will be asked to confirm.  Select “Delete”

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Address - Edit

Home > My Views > Group Profile > Members > Member Profile > Addresses

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “ Addresses”
  5. Select “Edit” view edit address
  6. “Save”

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Address - Main

The main address is the address listed as the primary contact address.  Unless specified, the main address is used in all mail correspondence

Email Address - Add

Home > My Views > Group Profile > Members > Member Profile > Contact Information

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Contact Information”
  5. “Add New Email Address”
  6. Enter Email location and address and “Save” view add new email address window
    1. Check Boxes (Optional)
      1. Set as Main Email Address – UN and PW retrieval are sent to Main Email
      2. Include in Print Directory
      3. Include in Web/Mobile Directory
      4. Use for Digital Subscriptions

Email Address - Delete

Home > My Views > Group Profile > Members > Member Profile > Contact Information

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Contact Information”
  5. Select “Delete” view delete email address window
  6. Click “Delete” in delete confirmation window

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Email Address Edit

Home > My Views > Group Profile > Members > Member Profile > Contact Information

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Contact Information”
  5. Select “Edit” view edit email address window
  6. Check preferences if applicable and “Save”
    1. Check Boxes (Optional)
      1. Include in Print Directory
      2. Include in Web/Mobile Directory
      3. Use for Digital Subscriptions

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Email Address - Main

The email address listed as MAIN is also the email for account validation.  Forgot username and password requests are sent to the main email.

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Phone Number - Add

Home > My Views > Group Profile > Members > Member Profile > Contact Information

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Contact Information”
  5. “Add New Phone Number”
  6. Enter phone type, location, number and optional preferences boxes.
    1. Set as Main Phone Number
    2. Do Not Call
    3. Include in Print Directory
    4. Include in Web/Mobile Directory
  7. “Save”

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Phone Number- Edit

Home > My Views > Group Profile > Members > Member Profile > Contact Information

  1. From your My Account page, enter My Groups to access Group Profile
  2. Click “View Members” from left menu “View Members”
  3. Search the member and click on their name from the list to view Member Profile
  4. Click “Contact Information”
  5. Enter updates and “Save” view edit phone number
    1. Do Not Call
    2. Include in Print Directory
    3. Include in Web/Mobile Directory
  6. “Save”

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Phone SMS Verification.

SMS is a text messaging service component of most telephone, Internet, and mobile device systems. It uses standardized communication protocols to enable mobile devices to exchange short text messages. This feature does not currently function.

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MEMBERS RENEWED ONLINE

Home > My Views > Group Profile > Members Renewed Online

This area is not fully developed. 
Create a report to view members that have renewed online to your group with dues allocations for Post and Department.  If District and County dues are allocated, they are included in this report.

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PROCESS MEMBERSHIP – ONLINE TRANSMITTAL

Transmittal – Renew Members

Home >Membership > Post Transmittal

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Process Membership” from the left MY VIEWS menu.
  3. Click “Add/Modify Transmittal” to open Post Transmittal window
  4. Search the member to renew and check the box to the left of the member to renew.
    1. No search results?  The member is already paid, in a pending batch, or transferred out of your post/squadron.  Results in this search only provide members eligible for renewal.
  5. Review post transmittal summary that updates with amount due.
    1. Dues amount not correct?  Contact your department headquarters.
  6. Repeat with each member to renew.
    1. Saving the batch allows you to exit post transmittal and return to submit later.  All transmittals are to be submitted within 14 days.
  7. View the members in the batch click “List Selected”
  8. Click “Finalize”. 
  9. Add Payment information or select the saved bank account and “Pay Now”.
    1. Authorization checkbox required.
  10. Got an error message need next step.
  11. Print or Save Receipt

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Transmittal – Add New Member

Home > Membership > Post Transmittal

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Process Membership” from the left MY VIEWS menu.
  3. Click “Add/Modify Transmittal”
  4. Post Transmittal window opens.
  5. Click “Add New Member”
  6. Add member information and “Save”. This does not add the member to transmittal.
  7. Search the new member and check the member’s name to add to batch.
  8. View the members in the batch click “List Selected”
  9. Click “Finalize”.
  10. Add Payment information or select the saved bank account and “Pay Now”.
    1. Authorization checkbox required.
  11. Add Payment information or select the saved bank account and “Pay Now”.
    1. Authorization checkbox required.
  12. Print or Save Receipt.

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Transmittal – Transfer Member

Home > Membership > Post Transmittal

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Process Membership” from the left MY VIEWS menu.
  3. Click “Add/Modify Transmittal”
  4. Post Transmittal window opens.
  5. Click “Transfer Member”
  6. Enter Member ID# and Last Name (required) and “Continue”
  7. Verify member information, make any updates and “Save”. This does not add the member to the transmittal batch.
  8. Search the transferring member and check the box next to the name to add to the batch.
  9. View the members in the batch click “List Selected”
  10. Click “Finalize”.
  11. Add Payment information or select the saved bank account and “Pay Now”.
    1. Authorization checkbox required.
  12. Add Payment information or select the saved bank account and “Pay Now”.
    1. Authorization checkbox required.
  13. Print or Save Receipt.

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Transmittal Payment Information – How do I enter?

Payment information is entered when finalizing the transmittal. When finalizing, click Pay Now and the banking account window will open to enter your bank account and routing number.

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Transmittal Payment Information – How do I update?

Updating payment information for online transmittals is scheduled for phase 2 of the new MyLegion interface. To updated current payment information, contact myLegion@legion.org and we clear out the stored payment information. When finalizing your next transmittal, new payment information can be entered.

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Transmittal History

Home > Membership > Transmittal History

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Transmittal History” from the left MY VIEWS menu.
  3. Table displays with summary of transmittal history.  Select Transmittal Number to view members in the transmittal.

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REGISTERED MEMBERS

Home > My Views > Group Profile > Registered Members

This area is not fully developed. 

View a listing of all members that have created a myLegion member account.

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REPORTS / LABELS

Labels – 3/10

Home >My Views > Group Profile > Reports / Labels

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select the 3x10 label option.  Names display one column.

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Find Members in My Area

Home > My Views > Group Profile > Reports / Labels

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select “Find Members In My Area”.  Names display one column.

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Post Current Roster

Home > My Views > Group Profile > Reports / Labels

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “Reports/Labels” from the left MY VIEWS menu.
  3. Select the “Current Roster”.  Names display one column.

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ROSTER

Home >My Views > Group Profile > Members

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “View Members” from the left MY VIEWS menu.
  3. The roster appears on the Group Profile window.
    1. Print/Save full roster
      1. select all records by checking the box to the left of Member ID
      2. from Actions pulldown, “Export Full Roster” or “Print Roster”
    2. Print/Save selected records
      1. select desired records by checking the box to the left of Member ID
      2. from Actions pulldown, “Export SelectedRecords”

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TRAINING REQUESTS

The Training White Paper project was presented at the Spring & Fall meetings (2017), which resulted in the creation of the 21st Century Committee that defines our training methods.  In summary, the leadership decided National should provide materials online for departments, districts and posts to conduct their own local trainings as much as possible. 

Respond to myLegion Training Requests using the text below.

National will provide materials online for departments, districts and posts to conduct their local trainings as much as possible.  

Online training sessions, accompanying PowerPoints and Q&A summaries are available at https://www.legion.org/training/training-tuesdays  for download and to use at the local level.  If these do not meet your need, contact National Member Engagement & Training Coordinator at legiontraining@legion.org.

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VIEW MEMBERS

Home > My Views> Group Profile > Members

View members opens the group roster with search options to locate a specific member or group of members.  For more information about managing a member’s record go to MEMBER MANAGEMENT

  1. From your My Account page, enter My Groups to access Group Profile
  2. Go to “View Members” from the left MY VIEWS menu.
    1. Search using search options.
    2. Select Member’s Name to open more information.
    3. Select Member’s Email to open an email from your provider.

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