Go to the Oregon PTA website at www.oregonpta.org
Click on the Sign In tab on the top right-hand corner of the Home Page
Enter the local unit National PTA ID number and membership password and click Sign In.
This information is included in your Back to School packet. Email region4@oregonpta.org if you don't have it.
Once signed in, you are on the Dashboard page. Here you can click on the appropriate tabs on the left to enter members, leaders, and your dues amount.
To enter the amount your local unit charges for dues, click on Dues, click on that tab and enter the amount your PTA charges for membership dues. This amount will be used to charge members who join your PTA using the Oregon PTA Join a PTA feature of the website.
To enter your Leaders, click on the Leaders in the menu.
Existing Leader Update: If a current leader is being updated, click on Edit at the right. On this page you can update the year and other information associated with this leader. Click on Edit when you are done.
Remove a Leader: If this person will no longer be a leader, you can Retire them by clicking that button.
Enter a new Leader: Click the "Add a new leader" button at the top. Enter the appropriate information in the fields.
From the dashboard, go to "Members" in the menu.
Adding New Members: On the Members page, click on the Add a New Member button. For each member, complete the appropriate information in the given fields. Make sure to enter the member's email address. That is how the member will receive their membership card and notifications.
Renewing Members: On the Members screen, scroll down until you see the Archived Member Information list. Then find the member you are looking for. Click Renew, review the information and make any changes needed, then click Renew Member. That member will be entered into this year’s Members list.
Upload a membership list: To enter members via a list, click on Upload CSV. Select the file for upload and click Upload. After the file has uploaded, you will confirm the information and click on Confirm Upload.
Reporting Members (once per month): Once all members have been entered for the month, click Report New Members at the bottom of the list. This will generate an invoice, and you can access the invoice by clicking the "view/print invoices" button that appears. Print and submit the invoice along with the payment of membership dues.
IMPORTANT: It’s important that members are reported by clicking the Report New Members button after adding member information, as this is what will generate an invoice and fully enter your members in the system.
Accessing Invoices: To view or print an invoice at any time, click View or Print Invoice from the main Membership screen. Print one for your books and one for the Treasurer to use to remit payment as indicated on the remittance form, to the Oregon PTA office by the last business day of the month.
Accessing Membership List: Click the Export button at the top of the Membership page.