Frequently Asked Questions
If you have Member Access…
Q: Why does my BNI Name and password not work?
A: BNIConnect is a completely new and separate website from OrgTrack (Our prior local site), you are required to activate a new account.
Q: How do I activate a new account on BNIConnect?
A: You should have received an email from Paula Doucette with a link to activate your new BNIConnect account. Choose your unique username and fill in all the required fields. If you have not received the link, email mithu@bnimass.comand she will send you a new one.
Q: I clicked on the activation link and received an error?
A: This is due to one of the following reasons:
- The link is only valid for 24 hours and has expired.
- Due to the initial high amount of logins, certain links are non-functional and must be resent.
- Your form was incomplete.
- You used a different email than the one you received the link from. (You can change your email AFTER logging in for the first time.)
- The new User ID you chose is taken or invalid.
If you continue to have activation issues, please contact mithu@bnimass.comand she will direct your issue to the proper person.
Q: Where do I go once I’m activated?
A: You will automatically be directed to the member login page. In order to go back there again, go to www.bnimass.com and click on the “Members Only” button in the top right.
Q: Do I have to activate and log in?
A: Yes. As this is an entirely different Website, there is now little, and in many cases, no information on you other than your name and email (not shared by default). When you activate your account, login, AND update your member profile, your information will only then be available globally.
Q: I forgot my password or user id.
A: Click on the “Lost Password? Click here” link under the Login button on the Members Only Login page. A new password will be emailed to you thereafter.
Q: How do I set up my profile?
A: Click on “My Account” then choose the various tabs and fill in the appropriate information.
Q: Where can I find help setting up my profile?
A: Check out our website www.bnimass.com for a YouTube video on how to do this and much more.
Q: I want to change my email, but it says “Email is already registered”?
A: Only one UNIQUE email is allowed per member. If your company has a communal email and there is another member in BNI using it, you will not be able to. If this is not the case, contact mithu@bnimass.com
Q: My category or other information is wrong and I can’t change it?
A: Categories are limited to a select few. Contact your Secretary Treasurer, who has a list of all the categories to choose from and can remedy the situation for you. Other information may be limited to be changed by Director Access only. Again, contact your S/T.
Q: How do I search for a member?
A: There are THREE ways for a member to search for another member:
- Regional member search: Click “find a member” at the top of this page. This will search the BNI Massachusetts region for a member.
- Global member search: Login and click on the magnifying glass. When you search here, you are searching ALL BNI members worldwide who are not already in your contact list. If a member is in your contact list, then choose option 3
- Login -> Connections -> Manage -> Search Connections
Q: My sponsor is missing.
A: Please inform the Regional Office of who your sponsor is in order that your information may reflect correctly.
Q: My history and stats are missing?
A: We are working around the clock to transfer all data from the beginning of the franchise to date. Please be patient as this part of the migration will take a while.
Q: I cannot change my basic information all of a sudden.
A: Please check with your Secretary Treasurer to see if your payments are current. If you are late, you are locked out from making changes. If you are late past 30 days, you are automatically dropped as a member by the system and you must re-apply.
Q: Why is my Title or Degree not listed?
A: There is a separate field for Title and one for suffix field for your degrees such as Esq., CPA, DOM, III, etc.
DO NOT include this in the First or Last Name field. It is problematic to the data migration process (and does not belong there.)
Q: How can I find my CHAPTER’s web site and Chapter’s Photos?
A: Go to www.bnimass.com. Click on “Find A Chapter” -> type “BNI” in the chapter name and click “Find” -> Click on your chapter -> Click on “Visit Chapter Website” or “View Chapter Gallery”
Q: My Chapter’s Website is ok. How can I make it better?
A: Send and pictures, videos, or ideas on how to improve the chapter website to your Chapter Leadership Team.
Q: How do I find a member in BNI?
A: Go to www.bnimass.com and click on “Find a Member” -> Enter a first name, last name or other criteria. Be as broad as possible. -> Click “Find” -> If you have too many results, you can narrow them using the search field.
Q: How do I register for an Event in BNI?
A: Go to www.bnimass.com and click on “Events” -> Choose a month or narrow the options if you wish -> Click on the event -> Click “Register for Members” (You will be required to log in if you have not done so already -> Find the event and click on it -> Click Register and fill out any info required. You will receive a confirmation email.
Q: Where can I find training or other BNI-related documents?
A: Log in and you will see the Documents’ section -> Click on “More” to see the entire list -> Click on the document to download it.
If You Have Visitor Host Access…
Q: Where do I add visitors?
A: Member Login -> Operations -> Manage Visitors -> Add a visitor
Q: Where can I view/edit visitors?
A: Member Login-> Operations -> Manage Visitors -> Manage visitor
If you have Education Coordinator Access…
Q: Where can I find information for my Education Section?
A: Aside from various BNI Books, scroll to the bottom left of this window where you will see links to SuccessNet and The BNI Podcasts.
If You Have Secretary/ Treasurer Access…
Q: When I click on: Operations->Manage Memberships->Manage Members, I cannot find a member?
A: “Late” or “Dropped” members will not show up under “Active”. Make sure status is set to “Select Status” (unselected)
Q: How do I enter speakers?
A: Member login->Operations->Chapter->Meeting Management->View/Edit Speakers
If You Have Vice President Access…
Q: What is a PALMS Report?
A: PALMS is an acronym for Present, Absent, Late, Medical, Sub. This is the weekly report a VP enters in order to hold each other accountable in our chapter.
Q: Where do I enter a PALMS Reports?
A: Operations->Meeting Management->Enter PALMS
Q: I’m locked out of a certain day’s PALMS report?
A: Operations->Meeting Management->Meeting Management->View Palms summary-> Click on Choose Date> Click on desired report>scroll to bottom of page click “unlock” or “edit”.
Q: What’s a CEU?
A: CEU Stand for Chapter Education Unit. We are not using this data at the current time
Q: What are the most common Issues with VP Report?
A: VP Report not printing correctly? - Printer setting need to be changed to landscape or fit to page. Still having issues? Export to excel and print.
Vice Presidents need to use calendar when entering in a date field. DO NOT enter manually. Loss of data will occur if entered manually
Vice Presidents are asked to save as a draft every 20 minutes when entering PALMS in order not to be timed out and have loss of data.