In September 2008, the NASFAA Web site received a software upgrade, providing members with an exciting array of new online services. Whenever change occurs, there are questions, so we've prepared this document to help answer yours. If your question is not addressed, please contact Membership Services at Membership@NASFAA org or call (202) 785-0453 Ext. 1. As new features are released, we will update this Q&A. Currently, the following modules are included:

• Passwords and Login
• Your myNASFAA account and View/Edit Profile
• NASFAAOnline
• NASFAA Online Membership Directory
• Membership Management - NEW!

Q. Why is NASFAA changing my Web username to my e-mail address?
Q. Why change my password?
Q. How long does the password need to be?
Q. Can my password include letters, numbers, and symbols?
Q. What if I lose my password?
Q. Once my password is changed, will it be effective immediately?
Q. Will I receive a confirmation e-mail?
Q. Do I need to change any settings on my computer?
Q. What if I change jobs? What happens to my e-mail address and password?
Q. I can't find the e-mail with my temporary password. Can I get another?
Q. I did not receive an e-mail with my new username and password, but I read about the change in Today's News. Can you send me one now?
Q. Can I change my username?
Q. If I have additional questions or need assistance, who should I contact?

Q. Why is NASFAA changing my Web username to my e-mail address?
A. E-mail addresses have become the standard for online access. We need to keep up with the times!

Q. Why change my password?
A. Two reasons. It's important to change passwords regularly to keep your information secure. Also, your current password is encoded so we can't move it to the new system. Keep in mind, the new software lets you to pick anything you want for your password so you can always change it back to the old one.

Q. How long does the password need to be?
A. As long or as short as you'd like.

Q. Can my password include letters, numbers, and symbols?
A. Your password can include letters and numbers, but no spaces or symbols, except hyphens and underscores.

Q. What if I lose my password?
A. We have added links to the NASFAA Web site for retrieving your password.

Q. Once my password is changed, will it be effective immediately?
A. Yes.

Q. Will I receive a confirmation e-mail?
A. Yes. Please save it for your records. However, you can always retrieve your password at a later date on the NASFAA Web site.

Q. Do I need to change any settings on my computer?
A. You need to allow cookies and you need to accept pop-ups for the NASFAA web addresses, www.NASFAA.org and isgweb.nasfaa.org. The new software works best with Internet Explorer 7 and Firefox 2.

Q. What if I change jobs? What happens to my e-mail address and password?
A. We will be introducing a new feature of the Web site that will allow you to update your information online and change your username to your new e-mail address. However, membership in NASFAA is institutional, so your new institution/organization must be a member of NASFAA for you to access the member-only areas.

Q. I can't find the e-mail with my temporary password. Can I get another?
A. NASFAA has set up a special Help Desk for this transition and upgrade. You can reach Membership Services at Membership@NASFAA org or by phone at (202) 785-0453, Ext. 1. Membership Services will confirm your contact information and send you a new e-mail.

Q. I did not receive an e-mail with my new username and password, but I read about the change in Today's News. Can you send me one now?
A. It depends. Some individuals receive Today's News from a colleague or via an auto-forward rule so we may not have your name in our database. If we don't have a username and password on file, you can easily create a new account! Please check with Membership Services.

Q. Can I change my username?
A. Yes and no. Your username is your work e-mail address. Your username will only change when you change employers. If you are between jobs, please contact Membership Services for instructions.

Q. If I have additional questions or need assistance, who should I contact?
A. Contact Membership Services via e-mail at Membership@NASFAA org or by phone at (202) 785-0453, Ext. 1.

Q. What is myNASFAA?
Q. What is View myNASFAA Profile?
Q. What is Edit myNASFAA Profile?
Q. When should I update my contact information?
Q. When does my updated information appear in the online directory?
Q. What if I don't want to appear in the online directory?
Q. Why are you asking demographic questions?
Q. I'm trying to change my phone and email on the Edit page, but it won't let me. What am I doing wrong?
Q. My last name and email address have changed. Can the Help Desk update it?
Q. I was the primary contact but have switched jobs. The system won't let me detach from my old employer. How do I change my institution/organization?
Q. I changed my institution/organization but the information is not being saved. What am I doing wrong?
Q. On the Edit screen, what is the difference between Change and Detach?
Q. Do I have to work at a NASFAA member institution or organization to have a myNASFAA account?
Q. If I have additional questions or need assistance, who should I contact?

Q. What is myNASFAA?
A. myNASFAA is your professional account with NASFAA. It includes your personal contact information, online preferences, professional interests, experience, and more. Members and non-members can create a myNASFAA account, but only members will be able to access NASFAA's online, member-only tools and services. Your myNASFAA account goes with you when you change jobs!

Anyone who wants to conduct business with NASFAA on the Web – including registering for a conference or webinar, or purchasing a publication, must create (and update) a myNASFAA account.

If you receive Today's News, have ever attended a NASFAA event, or purchased a NASFAA product, there is a good chance you already have a myNASFAA account waiting for you.

Q. What is View myNASFAA Profile?
A. This feature of the NASFAA Web site lets you view and edit your personal information and preferences.

Q. What is Edit myNASFAA Profile?
A. It is a direct link to the edit page, where you can update your information. You can also access this page from the View Profile screen.

Q. When should I update my contact information?
A. If you work at a NASFAA member institution or organization, you should update your contact information as soon as a change occurs so your listing in the online NASFAA Membership Directory is up-to-date. Individuals at both member and non-member institutions and organizations must update their contact information prior to registering for a conference or webinar, or purchasing a product online.

Q. When does my updated information appear in the online directory?
A. Changes that you make online take place immediately. However, if you switch employers, your information may not appear in the online directory until your employment status is confirmed. Keep in mind, if your new employer is not a member of NASFAA, your information will not appear in the online directory.

Q. What if I don't want to appear in the online directory?
A. You can opt-in and opt-out of the online directory at any time. When you Edit your profile, select the Demographic Information tab. At the top of the page, de-select the check box next to "Include me in the online Membership Directory."

Q. Why are you asking demographic questions?
A. NASFAA works hard to meet the needs of its members, but those needs vary widely depending on the size and type of school you work for, where the school is located, your level and position in the aid office, and even your years of experience. The more we know about the individuals at the member institutions and organizations, the better chance we have of meeting your needs with timely information, services, training, and materials.

Q. I'm trying to change my phone and email on the Edit page, but it won't let me. What am I doing wrong?
A. Scroll down the page until you see the Primary Address link. When you click this link, a new window will open where you can edit your phone and email. Make sure you press SAVE when you return to the Edit window to save your changes.

Q. My last name and email address have changed. Can the Help Desk update it?
A. Yes, but they prefer to guide you through the steps so you learn how to update it yourself.

Q. I was the primary contact but have switched jobs. The system won't let me detach from my old employer. How do I change my institution/organization?
A. Please contact Membership Services for assistance.

Q. I changed my institution/organization but the information is not being saved. What am I doing wrong?
A. After you select your new institution/organization or add a new one, hit save and return to the Edit screen. Then hit save on the bottom of the Edit screen before exiting.

Q. On the Edit screen, what is the difference between Change and Detach?
A. Use Change if you are leaving one job for another. This removes more contact information from your account and gives you the opportunity to enter a new e-mail address. Select Detach if you are leaving your current employer, but you do not have a new job or email address yet.

Q. Do I have to work at a NASFAA member institution or organization to have a myNASFAA account?
A. You do NOT need to be a member of NASFAA to have a myNASFAA account. Anyone who wants to conduct business with NASFAA on the Web – including registering for a conference or webinar, or purchasing a publication – must have (or create) a myNASFAA account.

If you work for a NASFAA member institution or organization, you must have a myNASFAA account to access NASFAAOnline, which represents the member-only products and services available on the NASFAA web site.

Remember: a myNASFAA account does NOT automatically give you access to NASFAAOnline. If you are at a member institution or organization, the primary contact needs to assign you access. If you are not affiliated with a member institution or organization, do what thousands of your colleagues have already done and join now!

Q. If I have additional questions or need assistance, who should I contact?
A. Contact Membership Services via e-mail at Membership@NASFAA org or by phone at (202) 785-0453, Ext. 1..

Q. What is NASFAAOnline?
Q. How do I access NASFAAOnline?
Q. How does myNASFAA relate to NASFAAOnline?
Q. I work at a member institution or organization, but I don't have access to the member-only areas. What's going on?
Q. I do not work at a member institution or organization nor am I an affiliate or student member. Can I get access to NASFAAOnline?
Q. How can I get a subscription to Today's News?
Q. What do I do with my old Web ID?

Q. What is NASFAAOnline?
A. NASFAAOnline represents the member-only products and services available on the NASFAA Web site. NASFAA does not have a member-only area. Instead, we integrate member-only products and services with information that is available to the public, allowing you to search the entire Web site by topic.

Q. How do I access NASFAAOnline?
A. When you want to view a member-only product or service, you will be asked to login. Once logged in, you do not need to login again for the duration of your session.

Q. How does myNASFAA relate to NASFAAOnline?
A. Members and non-members can create a myNASFAA account, but only members will be able to access NASFAA's tools and services, which we call NASFAAOnline.

Also, your myNASFAA account goes with you when you change jobs, but your access to NASFAAOnline ends, unless your new employer is also a NASFAA member.

Remember: a myNASFAA account does NOT automatically give you access to NASFAAOnline.

Q. I work at a member institution or organization, but I don't have access to the member-only areas. What's going on?
A. When an institution or organization joins NASFAA, the primary contact selects a membership dues option or tier. Each dues option or tier comes with a set number of benefits that are assigned to staff by the primary contact.

If your primary contact at your institution or organization has assigned all benefits to staff, you can purchase additional benefits or upgrade the membership. Details about NASFAA's dues structure and benefits are available online.

Before purchasing additional benefits or upgrading, please check with Membership Services to make sure your account has been set up correctly!

Q. I do not work at a member institution or organization nor am I an affiliate or student member. Can I get access to NASFAAOnline?
A. Access to NASFAAOnline is restricted to members only. If you are a member of the press or you are considering membership in NASFAA, you can contact Membership Services for limited, temporary access. If you are a financial aid administrator, we encourage you to do what thousands of your colleagues have already done and join NASFAA now!

Q. How can I get a subscription to Today's News?
A. When an institution or organization joins NASFAA, the primary contact selects a membership dues option or tier. Each dues option or tier comes with a set number of benefits that are assigned to staff by the primary contact.

If your primary contact at your institution or organization has assigned all benefits to staff, you can purchase additional benefits or upgrade the membership. Details about NASFAA's dues structure and benefits are available online.

Q. What do I do with my old Web ID?
A. Throw it away. Your old ID will not access the NASFAA Web site.

Q. How will the software upgrade improve the online Membership Directory?
Q. How will the Online Membership Directory's search function be improved?
Q. How can I update my information in the Online Membership Directory?
Q. Can I keep my information out of the Online Membership Directory?
Q. I am looking at the directory and there are staff who should be removed and others added. How do I update my staff roster?
Q. How can I contact NASFAA members?

Q. How will the software upgrade improve the online Membership Directory?
A. The software upgrade will give NASFAA members more control over their Membership Directory profile and allow them to ensure that information is current and accurate. It will also give members more options and flexibility when searching the Directory.

Q. How will the Online Membership Directory's search function be improved?
A. The new Directory will allow members to search for individual NASFAA members or Institutions that are NASFAA members, which will display all the employee members at the institution. The new directory will also allow members to organize search results by various fields like title, city, institution and more. The new Directory will also increase search options and flexibility by allowing members to search by matching all criteria (search words) or any criteria. A search that matches all search words will provide more specific results by only returning results that match all search words. A search that matches any search words will provide broader results that match any search words.

Q. How can I update my information in the Online Membership Directory?
A. You can update your information by updating your myNASFAA profile. This will ensure that the Directory always has the most current and accurate membership information.

Q. Can I keep my information out of the Online Membership Directory?
A. Yes, simply indicate that you would not like your information included in the Directory when you create/update your myNASFAA account.

Q. I am looking at the directory and there are staff who should be removed and others added. How do I update my staff roster?
A. Please see the next section in this Q&A on Membership Management.

Q. How can I contact NASFAA members?
A. Once you have located the member you are looking for in the Directory, simply click on their e-mail address to send them a message or use the phone number provided in the directory.

Q. What is Membership Management?
Q. Who can access Membership Management?
Q. What is a secondary contact?
Q. How do I assign a secondary contact?
Q. How do I access Membership Management?
Q. How do I remove a staff person?
Q. I accidentally removed a current staff member, how do I add them back?
Q. How do I add a staff person?
Q. I am leaving my current institution/organization. Should I remove myself? Can I assign someone else as the primary contact?
Q. There are individuals on my roster I don't know who are not in the financial aid office. How did they get there and should I remove them?
Q. How do I change a title for one of my staff?
Q. How do I assign NASFAA membership benefits to me and my staff?
Q. How do I change my institution/organization name?
Q. I just received an email confirmation that someone added themselves to my institution/organization. What should I do?

Q. What is Membership Management?
A. Membership Management is a new feature of the NASFAA Web site that allows the primary contact at a member institution/organization to add or remove staff, update contact information, and assign NASFAA membership benefits to their staff.

Q. Who can access Membership Management?
A. The primary contact at NASFAA member institutions/organizations can access the Membership Management area. The primary contact can also assign a secondary contact to access and update this area.

Q. What is a secondary contact?
A. The secondary contact is a person, selected by the primary contact, who can update the information in the Membership Management area. Often, the secondary contact is the second in command, an assistant, or a secretary. Only one secondary contact is permitted per NASFAA membership.

Q. How do I assign a secondary contact?
A. A secondary contact must be added by Membership Services. Please email Member Services with the secondary contact’s name, title, email address & phone number.

Q. How do I access Membership Management?
A. Go to the Membership Center and select Access Membership Management. When prompted, enter your email address and password. The manager screen will display information about your institution/organization, the additional schools/offices associated with your membership, and the individuals included with each location. Select Edit Address to update the institution/organization information. Select Manage Roster and Member Benefits to view/update the individuals attached to each institution/organization.

Q. How do I remove a staff person?
A. From the manager screen, select Manage Roster and Membership Benefits. At the far right, select the button, Remove, next to the person who is no longer at your institution.

Q. I accidentally removed a current staff member, how do I add them back?
A. The online system will NOT allow you to add a staff members back if you remove them accidentally. Please contact Membership Services for assistance.

Q. How do I add a new staff person?
A. There are two ways to add a staff person. We recommend the first method because it eliminates the possibility of duplicate records in the membership database, but either way works just fine.

1. Ask your new staff person to update their myNASFAA account and attach themselves to your school. Then they will automatically appear in your roster and you can assign membership benefits to them. They can also request benefits directly from NASFAA by completing the online request form.

2. The alternative way to add a staff member is in the Membership Management area. Select Manage Roster and Member Benefits, scroll to the bottom of the page, and select the button, Add A New Individual.

Q. I am leaving my current institution/organization. Should I remove myself? Can I assign someone else as the primary contact?
A. Please do NOT remove yourself. Complete the Primary Contact Change Form. You can also contact Member Services for assistance by email or phone, (202) 785-0453, Ext. 1.

Q. There are individuals on my roster I don't know who are not in the financial aid office. How did they get there and should I remove them?
A. Membership in NASFAA is institution-wide, so your roster includes EVERYONE at your institution/organization with a myNASFAA account, including presidents, business officers, deans, librarians, researchers, human resources, and others. Please do NOT remove these individuals from your roster unless you are certain that they are no longer at your institution. They must remain in our system so they can conduct business with NASFAA (for example, to place job ads in the Career Center). You do not need to assign membership benefits to every individual.

Remember, anyone can have a myNASFAA account, but only the primary or secondary contact can assign benefits such as Today’s News and access to NASFAAOnline, which are member-only areas of the NASFAA Web site.

Q. How do I assign NASFAA membership benefits to me and my staff?
A. This is the easy part. Just check the appropriate boxes in the three columns titled Print Publications, NASFAAOnline, and Today’s News and click Save Changes. The system will keep track of how many benefits you have assigned and will let you know when you have exceeded your limit. For a detailed description of what these benefits include, go to the Membership Benefits page.

Q. How do I change a title for one of my staff?
A. You cannot change a title for a member of your staff – they must do this themselves. Everyone on your roster has an individual myNASFAA account, which allows them to access and update their own information. If you notice your staff has an outdated title, please direct them to the NASFAA site to make the necessary changes.

Q. How do I change my institution/organization name?
A. From the manager screen, select Edit Address. On the right, under Institution/Organization Name, there is red link to an online form. Complete the form and Membership Services will make the change for you. Or you can also contact Member Services for assistance by email or phone, (202) 785-0453, Ext. 1.

Q. I just received an email confirmation that someone added themselves to my institution/organization. What should I do?
A. When someone adds themselves to an institution/organization, the Primary Contact automatically receives a copy of the confirmation email that is sent to the individual. As the Primary Contact, this is your opportunity to confirm that the person belongs with your institution/organization.

• If the individual does works in the financial aid office, you can assign them NASFAA benefits by accessing Membership Management.
  
• If they work at your institution/organization, but not in the financial aid office, you do not need to assign them benefits, but you may choose to do so at your own discretion.
  
• If the individual does not work at your institution/organization, you should remove them through Membership Management and then contact Membership Services.