Alumni Advisor Web Instructions
How-Tos for Alumni Advisors
Below are instructions for Alumni Advisors on how to make updates to membership rosters, officers, and advisors. Need help? Email alumni@ptk.org
View Alumni Association Member Roster
Step 1: Log into Your Account at ptk.org
Step 2: Go to Advisors > Your Chapter > Rosters > Members
![](https://www.ptk.org/wp-content/uploads/2021/08/image-3.png)
![](https://www.ptk.org/wp-content/uploads/2021/08/image-2.png)
Select “All Association Members” (NOTE: to view past association members, uncheck “current” and “future” boxes.)
![](https://www.ptk.org/wp-content/uploads/2021/08/alumni.jpg)
Or Select Individual Association Members
![](https://www.ptk.org/wp-content/uploads/2021/08/alumni-1.jpg)
Select Action to Perform: Export to File, Print Roster, or Send Email
![](https://www.ptk.org/wp-content/uploads/2021/08/alumni-advisor-instructions-2.jpg)
Add Alumni Members to Association Member Roster
Step 1: Log into Your Account at ptk.org
Step 2: Go to Advisors > Your Chapter > Rosters > Members
![](https://www.ptk.org/wp-content/uploads/2021/08/image-3.png)
Step 3: Click “Add Committee Member”
![](https://www.ptk.org/wp-content/uploads/2021/08/alumni-4.jpg)
Step 4: Enter the email on file with Phi Theta Kappa for the Member
Step 5: Click “Check”
![](https://www.ptk.org/wp-content/uploads/2021/08/image-7.png)
Step 6: Verify the Name of the Member
Step 7: Click “Continue”
![](https://www.ptk.org/wp-content/uploads/2021/08/image-8.png)
Step 8: Enter in the following
- Position: Alumni (auto-selects)
- Sub-Positions: Association Member
- Begin Date: Date member joined Alumni Association
- End Date: Can be left blank, for lifetime membership
Step 9: Click “Save”
![](https://www.ptk.org/wp-content/uploads/2021/08/alumni-6.jpg)
Add Alumni Association Officers
Step 1: Log into Your Account at ptk.org
Step 2: Go to Advisors > Your Chapter > Rosters > Members
![](https://www.ptk.org/wp-content/uploads/2021/08/image-3.png)
Step 3: Click “Add Committee Member”
![](https://www.ptk.org/wp-content/uploads/2021/08/alumni-4.jpg)
Step 4: Enter the email on file with Phi Theta Kappa for the Member
Step 5: Click “Check”
![](https://www.ptk.org/wp-content/uploads/2021/08/image-7.png)
Step 6: Verify the Name of the Member
Step 7: Click “Continue”
![](https://www.ptk.org/wp-content/uploads/2021/08/image-8.png)
Step 8: Enter in the following
- Position: Alumni (auto-selects)
- Sub-Positions: Select Alumni Association President, Alumni Association Vice President, Alumni Association Secretary, Alumni Association Treasurer
- Begin Date: First Day of Term
- End Date: Last Day of Term
Step 9: Click “Save”
![](https://www.ptk.org/wp-content/uploads/2021/08/alumni-6.jpg)
Update Current Association Member/Officer Information
Step 1: Log into Your Account at ptk.org
Step 2: Go to Advisors > Your Chapter > Rosters > Members
![](https://www.ptk.org/wp-content/uploads/2021/08/image-3.png)
Step 3: Click on Member Name
![](https://www.ptk.org/wp-content/uploads/2021/08/image-10-edited.png)
Step 4: Under “Actions” in “Current Committee Positions,” Click “Edit”
![](https://www.ptk.org/wp-content/uploads/2021/08/image-11.png)
Step 5: Make Necessary Changes
Step 6: Click “Save”
![](https://www.ptk.org/wp-content/uploads/2021/08/alumni-6.jpg)
Add/Update/Remove Alumni Association Advisors
Step 1: Got to ptk.org
Step 2: Go to Contact > Update Advisor Information
![](https://www.ptk.org/wp-content/uploads/2021/08/Screen-Shot-2021-08-06-at-9.43.53-AM-1600x668.png)
Step 3: Complete the Advisor Update Form
Step 4: Click “Submit” at the Bottom of the Form
![](https://www.ptk.org/wp-content/uploads/2021/08/Screen-Shot-2021-08-06-at-9.44.12-AM-1564x900.png)