RiSE Staff Site
How To Guide By ATS

  • iMIS Cloud clients have no choice but to use the iMIS Staff Site.
  • On premise clients are at different points in their iMIS Staff Site adoption strategy.

We find that some of the most simple tasks can frustrating without the know how or training to get them done. ATS has developed a number of short videos that address some of the most common questions that we get asked about the iMIS Staff Site. Many of these are at the beginner level. We expect to add more advanced concepts and will certainly entertain any suggestions from the iMIS community.

Please visit the ATS Learning Center to find short, free videos on key components of the iMIS Staff Site.

ATS Learning Center

Webinars On This Topic

iMIS Lessons Learned in 2025 and What is on the Horizon for 2026

Wednesday, February 4th @ 3:00 PM ET

Co-Presenter: Randy Richter, Director of Technology, ATS
Co-Presenter: Brent Sitton, Director of Product Development, ATS
Co-Presenter: Ryan Rejda, iMIS Consultant,ATS

As 2025 comes to a close, iMIS organizations have gained valuable insights from real-world implementations, platform enhancements, and evolving best practices. Join us for a practical, forward-looking webinar where we’ll reflect on key lessons learned in 2025 and explore what’s ahead in 2026.

Key Lessons Learned in 2025

We’ll review several impactful topics that surfaced repeatedly across iMIS projects this year, including:

  • Persisted Cash Membership Invoices
    What we learned about managing persisted cash, membership renewals, and invoice accuracy—and how organizations adapted their processes to reduce confusion and rework.
  • Previewing a Business Object Without a Query
    Tips and lessons around leveraging Business Objects more efficiently, including methods for previewing data without relying solely on saved queries.
  • Dashboards to Unify Data
    How dashboards became a central tool in 2025 to bring together financial, engagement, and membership data—providing staff and leadership with clearer, actionable insights.

Looking Ahead to 2026

We’ll also explore what’s on the horizon and how you can start preparing now, including:

  • Practical Tips for Enhancing Security
  • Strategic Preparation Tips How to position your organization to take advantage of upcoming iMIS features with minimal disruption.

Register

Navigating Custom & Third-Party Integrations in Your Transition to iMIS EMS

Moderator: Randy Richter, Director of Technology, Partner, ATS

Transitioning to iMIS EMS is a significant step for any organization, offering a robust platform for managing membership, events, and fundraising. However, the success of this transition may depend on how well you manage your integrated third-party applications. Join us for an insightful webinar where we delve into the strategies and best practices for effectively planning and executing a smooth transition for your third-party applications.

Watch The Recording In The ATS Learning Center Download the Webinar Slides

Enhancing Your Member Journey with Process Automation

Date: Wednesday, December 12, 2018

Your members are your most valuable asset, but how do you keep them engaged without giving them information overload? Learn how to use Process Automation for onboarding, subscription management, increased participation, and more.

Watch Recorded Webinar Download the Webinar Slides

Where Are They Now? Crystal Reports iMIS 20 vs. Staff Site iMIS 20

Date: Wednesday, November 28, 2018

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Stephanie Harms, Technical Support Specialist

Are you transitioning to the staff site and leaving desktop in the past, and you think you are leaving all your known and trusted crystal reports? You are asking yourself where can I find those reports that I used to run in the desktop in the staff site? The staff site has several out-of-the box SSRS reports and queries that give you the same data as what was captured in crystal reports but in a new format. Join us as we find those old crystal reports you know and love as SSRS reports in the staff site.

Watch Recorded Webinar Download the Webinar Slides

Lesser Known Features of RiSE

Date: Wednesday, November 14, 2018

Are you considering an upgrade to iMIS 2017? The latest version of iMIS uses the power of RiSE to improve your overall staff site and member site experience. You may be aware of the basic abilities of RiSE, but there is even more to be uncovered! Join us as we review some of the lesser known CMS features that have been added to RiSE in recent versions.

Watch Recorded Webinar Download the Webinar Slides

15 Tips and Tricks to Make Your Member Experience a Treat

Date: Wednesday, October 31, 2018

ATS works on hundreds of projects a year designed to improve the member experience and help streamline association's internal processes. This webinar will highlight some ideas and solutions that you can implement immediately to leverage your investment in iMIS. Join us as we review helpful hints for:

  • Log-in
  • Create account
  • Name Badges
  • RiSE
  • Dashboards
  • Staff Site
  • and MUCH MORE!
Watch Recorded Webinar Download the Webinar Slides

4 Dashboards Every Organization Should Have and Tips for Creating Them

Date: Wednesday, October 17, 2018

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Stephanie Harms, Technical Support Specialist

Dashboards offer a real-time snapshot of what's going on in your organization, but what should they include? Join us as we review best practices of how to assess what information to include, how to create a dashboard, and how to deploy them. The four dashboards we will be focusing on are Events, Dues, CEO Overview and Membership Snapshot.

Watch Recorded Webinar Download the Webinar Slides

STOP THE DUPLICATE RECORD MADNESS!

Date: Wednesday, August 8, 2018

How much time are you devoting to researching and eliminating duplicates? What is your cost of extra mailings due to having duplicate records or even the cost in your members' perception of your data quality? How does it affect your ability to make decisions on inaccurate data? In this webinar, we'll look at all the tools available to you to help prevent and eliminate duplicates. We'll look at out-of-the-box iMIS tools as well as some best practices that have made life bearable for ATS clients when dealing with potential duplicate records. Life is too short to waste time resolving duplicates! You don’t want to miss this webinar for your sanity's sake.

Watch Recorded Webinar Download the Webinar Slides

Managing Your Member Profiles and Member Searches

Date: Wednesday, July 25, 2018

Every organization wants to view different information about their current and prospective members when viewing their profile in the staff site and requires different criteria when searching for members. In this webinar, we will review best practices for updating your staff site profiles and searches to easily find and update your members' information.

Watch Recorded Webinar Download the Webinar Slides

Top Reasons Why Everyone in the iMIS Community Should Use Mobile Engagement Scoring

Date: Wednesday, July 11, 2018

Did you know iMIS Engagement Scoring can help you determine which members will renew and which will lapse? In this webinar, we will share why it is imperative for associations to use iMIS data to monitor member engagement. By the end of this webinar, you will:

  • Discover key performance indicators (KPIs)
  • Identify at-risk and evangelist members
  • Implement mobile engagement scoring into everyday data
  • Learn how to boost your association's bottom line and increase your ROI through member engagement scoring

Watch Recorded Webinar Download the Webinar Slides