Login Issues

Where do I login?
Go to zap.csinet.org or click on the link to the right under Other Resources.

I don't know my username and password
If your chapter or region has completed the requirements to receive a username and password, that information has been sent to two of your volunteer leaders.  Check with your leader team and/or President to request the user credentials.

How does our chapter/region get a username and password?
At least one member of the leader team must complete the training webinar (live or recorded) and give CSI the names and email addresses of two leaders to receive the username and password.  The chapter or region shares the credentials to whichever leader(s) they determine.

To view the recorded webinar, click here.

Can I get my own personalized password?
Personalized passwords are not available.  Each chapter or region is given one set of credentials to share among their leader team.

How do we change our chapter/region username or password?
The President of the chapter or region is the only one who can request changes to the user name and password.  They can submit a request to ChapterRegionHelp@csinet.org.

Navigation and Access Issues

What is the difference between the Public Page and the Access Page?
 
The Public Page is the landing page you are directed to when you log in.  It shows you which tools you are authorized to access.

The Access Page shows you the tool features you can access on the chapter side or the region side of the tool.

Review the Membership Roster Tool User Guide for more information.

What's the quickest, easiest way to move from one area of the tool to another?
Refer to the User Guide for a complete discussion of this topic.

Rosters

Why do you recommend I don't print my roster?
The amount of information provided on the roster, and the way the printed page is formatted, results in 20+ printed pages and a whole lot of frustration.  Exporting your roster into Excel is the preferred way to keep a copy for your records. 

Dashboards

Why does my region dashboard show two different member counts?
The Active Member Count is the sum of each unique member in the region, including Unaffiliated members.

The Membership by Chapter Count is the sum of all the memberships in all chapters of the region.  Since a member can join more than one chapter in the region, the count reflects every chapter affiliation they maintain.

For more information, view the User Guide.

My member count is lower than I expected. Why is that?
By default, members In Grace (within one month after their membership expiration date) are not included in the Active Member Count.  If you want to include them, manually add the number of Active Members and the Members in Grace.

If you still think your member count is incorrect, describe the problem you are seeing in an email to ChapterRegionHelp@csinet.org.

Tracking member information over time

The User Guide talks about recording numbers at the end of each month and using Excel to design our own reports.  How do I learn how to do this?
LinkedIn Learning (a paid subscription with a 1-month free trial period) is an excellent source for learning software.

YouTube also provides free software videos.  You can view a list of Excel-related videos here.

Let us know at ChapterRegionHelp@csinet.org just what you want to learn and we will help point you in the best direction!