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Member Portal Update


Dear PALISI Membership,


Thank you for your part in the successful launch of our new Membership Management Portal (facilitated by Morweb). As to be expected, there have been a few assorted glitches that we continue to work to address as they arise. Please don’t hesitate to let us know about any issues that you experience in functionality. We are continuously making improvements to the site.

 

Below additional information has been made available to increase your ability to access and navigate the member portal. Please review these notes and share them with your team.


  • New Users can only be added by an admin (Site Primary User or PALISI Admin Team). For the protection of our members, access will only be granted to vetted users who have been added to the membership rolls by an authorized site administrator. Those with authorization include your site admin, or “Primary User/Contact” or a member of the PALISI Admin Team. If your site’s Primary Contact has not been identified or does not yet know how to add new users, please reach out to admin@palisi.org and we will gladly add you.


  • Primary vs Secondary User: Each site has a Primary User/Site Administrative Lead who has the authority to add new users and purchase credits for the site. This person may be an administrator or faculty member. The PALISI Admin Team will assign that role to the Primary User – please let us know who that should be by completing the form at this link. It can always be changed again if roles or personnel change. 


  • Auxiliary Meetings and Events: Certain meetings are paid for in dollars, rather than credits. Presently, the only such meeting is the Clinical Research Course. Any User may sign up for a paid course by paying with a credit card or selecting an invoice for payment. All events are listed in your account under “Events and Webinars”. If you arrive at the course and your invoice has not been paid, you will be asked to pay at that time.


  • Existing credits: All credits have been added for those who have purchased FY2025 credits before our new site went live. Please let us know if you do not see your expected site credits.


  • Invoices and Receipts: We are actively working to improve the detail and quality of the invoices provided. Please continue to provide feedback on whether the improvements are compliant with your accounts payable department.


  • Individual members: At certain sites, we understand that unique situations may arise, such as members paying for their credits individually rather than as a group, division, or unit. The system can accommodate this, but please keep the following in mind: All members need to be part of a site, even if there isn't central management of credits there. Individuals can purchase single credits, but these credits will be available for use by anyone at that site. To ensure proper usage, simply use the credit to sign up for the PALISI meeting immediately after purchasing it. Unfortunately, we do not have a way to reserve a credit for a specific individual.


  • Special situations: The PALISI Admin Team is here to assist with any account issues, including editing accounts, returning credits, and refunding funds to correct any errors. Just let us know how we can help!


  • Online Training: Please join us for one of our upcoming online trainings. These are particularly important for your Site Primary User/Contact but are open to all.

    • Tues July 23, 4-5p EDT

    • Thurs July 25 8-9a EDT

    • Wed Aug 7, 1-2p EDT

Zoom Access Information

                           Meeting ID: 860 9039 7573               Passcode: palisi​

Zoom by Phone: Meeting ID: 860 9039 7573               Passcode: 041703


  • Future features: We look forward to opening the membership directory, donation hub, and providing additional content on the site in the coming weeks. We expect this portal to help facilitate engagement with PALISI and with members who have shared interests of various sorts. For now, we are focusing on the core components of our membership management system so that we can ensure the administrative and financial health of the PALISI organization.

 

Thank you for your patience as we continue to work out the kinks of our new system. But don’t assume we know what all the kinks are! Let us know what issues you are having so we can work to address them.

 

All the best,

PALISI Admin Team



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