Bill,

I remove withdrawn Partners immediately. I either e-mail or snail mail their 1099 at year end.

Larry Reno

Director

Georgia Chapter of BetterInvesting

www.betterinvesting.org/chapters/georgia

Good judgement comes from experience. Experience comes from bad judgement--Mark Twain.

Stay positive....Test negative!!

-----Original Message-----
From: William F. Waskosky via bivio.com <user*33549200001@bivio.com>
To: club_cafe@bivio.com
Sent: Wed, Dec 9, 2020 12:37 pm
Subject: [club_cafe] When should a withdrawing member be removed from bivo access/email

We have members make a full withdraw from our Investment club and I was wondering at what time do we remove them from Bivio email and access to our Bivio account. Or is there a way they they will only have access to retrieve their K1 Document.

Thank your for any one that can help with answers.

Bill W.
Club Net Investing

Thank you John for your answer that is just what I want.

Bill Waskosky TS Field Technician, Technology Services Department/ Assigned: Harding HS Saint Paul Public Schools * 1930 Como Avenue, Saint Paul, MN, 55108 Office: 651-744-3135 * Ext: 43135 * Service Desk: 651-603-HELP (4357) Submit a Request

---

From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of John Rice via bivio.com <user*24380400001@bivio.com>
Sent: Friday, December 11, 2020 10:53 AM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: [External] Re: [club_cafe] When should a withdrawing member be removed from bivo access/email

This email originated from outside of Saint Paul Public Schools. Do not click links or open attachments unless you recognize the sender and know the content is safe.

When you delete them from your roster you are asked "Do you want to allow this member to continue to have access to your club to view their records and access their tax forms?" Select "yes". They are then off your roster and do not receive emails anymore but they can still log in and get their info.

John Rice

ABODI Investment Club

On Wed, Dec 9, 2020 at 11:14 AM Larry Reno via bivio.com <user*17642900001@bivio.com> wrote:

Bill,

I remove withdrawn Partners immediately. I either e-mail or snail mail their 1099 at year end.

Larry Reno

Director

Georgia Chapter of BetterInvesting

www.betterinvesting.org/chapters/georgia

Good judgement comes from experience. Experience comes from bad judgement--Mark Twain.

Stay positive....Test negative!!

-----Original Message-----
From: William F. Waskosky via bivio.com <user*33549200001@bivio.com>
To: club_cafe@bivio.com
Sent: Wed, Dec 9, 2020 12:37 pm
Subject: [club_cafe] When should a withdrawing member be removed from bivo access/email

We have members make a full withdraw from our Investment club and I was wondering at what time do we remove them from Bivio email and access to our Bivio account. Or is there a way they they will only have access to retrieve their K1 Document.

Thank your for any one that can help with answers.

Bill W.
Club Net Investing

When I wanted the withdrawn members to stop receiving notifications and closed access I selected "Offline" vs "Delete". Does this work or did I misinterpret this function?

Mike

On Fri, Dec 11, 2020 at 10:45 AM Laurie Frederiksen <laurie@bivio.biz> wrote:

The process John described was not quite right: 1. You never delete old member records. They are still an important part of your current accounting. 2. When you enter a withdrawal, as he noted, you are asked "Do you want to allow this member to continue to have access to your club to view their records and access their tax forms?" If you select yes, they remain as an online member of your club and can login and view information and download their own tax forms. They also are still active on your club email list and will receive and can send emails to the club. Even though they have online access to your club, their account in the club has been closed by the entry of their full withdrawal. 3. When you want to close off their online access also, you do this: A. Go to Accounting>Members B. Click on their name C. Click on the Withdraw button That will close off their online access also and make their listing inactive. Their records will not be gone but tey will no longer show on any of your member lists unless you have selected to "Show withdrawn Members" at the bottom of the Accounting>Members page. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Fri, Dec 11, 2020 at 12:55 PM William Waskosky via bivio.com <user*33549200001@bivio.com> wrote:

Thank you John for your answer that is just what I want.

Bill Waskosky TS Field Technician, Technology Services Department/ Assigned: Harding HS Saint Paul Public Schools * 1930 Como Avenue, Saint Paul, MN, 55108 Office: 651-744-3135 * Ext: 43135 * Service Desk: 651-603-HELP (4357) Submit a Request

---

From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of John Rice via bivio.com <user*24380400001@bivio.com>
Sent: Friday, December 11, 2020 10:53 AM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: [External] Re: [club_cafe] When should a withdrawing member be removed from bivo access/email

This email originated from outside of Saint Paul Public Schools. Do not click links or open attachments unless you recognize the sender and know the content is safe.

When you delete them from your roster you are asked "Do you want to allow this member to continue to have access to your club to view their records and access their tax forms?" Select "yes". They are then off your roster and do not receive emails anymore but they can still log in and get their info.

John Rice

ABODI Investment Club

On Wed, Dec 9, 2020 at 11:14 AM Larry Reno via bivio.com <user*17642900001@bivio.com> wrote:

Bill,

I remove withdrawn Partners immediately. I either e-mail or snail mail their 1099 at year end.

Larry Reno

Director

Georgia Chapter of BetterInvesting

www.betterinvesting.org/chapters/georgia

Good judgement comes from experience. Experience comes from bad judgement--Mark Twain.

Stay positive....Test negative!!

-----Original Message-----
From: William F. Waskosky via bivio.com <user*33549200001@bivio.com>
To: club_cafe@bivio.com
Sent: Wed, Dec 9, 2020 12:37 pm
Subject: [club_cafe] When should a withdrawing member be removed from bivo access/email

We have members make a full withdraw from our Investment club and I was wondering at what time do we remove them from Bivio email and access to our Bivio account. Or is there a way they they will only have access to retrieve their K1 Document.

Thank your for any one that can help with answers.

Bill W.
Club Net Investing

The process John described was not quite right: 1. You never delete old member records. They are still an important part of your current accounting. 2. When you enter a withdrawal, as he noted, you are asked "Do you want to allow this member to continue to have access to your club to view their records and access their tax forms?" If you select yes, they remain as an online member of your club and can login and view information and download their own tax forms. They also are still active on your club email list and will receive and can send emails to the club. Even though they have online access to your club, their account in the club has been closed by the entry of their full withdrawal. 3. When you want to close off their online access also, you do this: A. Go to Accounting>Members B. Click on their name C. Click on the Withdraw button That will close off their online access also and make their listing inactive. Their records will not be gone but tey will no longer show on any of your member lists unless you have selected to "Show withdrawn Members" at the bottom of the Accounting>Members page. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Fri, Dec 11, 2020 at 12:55 PM William Waskosky via bivio.com <user*33549200001@bivio.com> wrote:

Thank you John for your answer that is just what I want.

Bill Waskosky TS Field Technician, Technology Services Department/ Assigned: Harding HS Saint Paul Public Schools * 1930 Como Avenue, Saint Paul, MN, 55108 Office: 651-744-3135 * Ext: 43135 * Service Desk: 651-603-HELP (4357) Submit a Request

---

From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of John Rice via bivio.com <user*24380400001@bivio.com>
Sent: Friday, December 11, 2020 10:53 AM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: [External] Re: [club_cafe] When should a withdrawing member be removed from bivo access/email

This email originated from outside of Saint Paul Public Schools. Do not click links or open attachments unless you recognize the sender and know the content is safe.

When you delete them from your roster you are asked "Do you want to allow this member to continue to have access to your club to view their records and access their tax forms?" Select "yes". They are then off your roster and do not receive emails anymore but they can still log in and get their info.

John Rice

ABODI Investment Club

On Wed, Dec 9, 2020 at 11:14 AM Larry Reno via bivio.com <user*17642900001@bivio.com> wrote:

Bill,

I remove withdrawn Partners immediately. I either e-mail or snail mail their 1099 at year end.

Larry Reno

Director

Georgia Chapter of BetterInvesting

www.betterinvesting.org/chapters/georgia

Good judgement comes from experience. Experience comes from bad judgement--Mark Twain.

Stay positive....Test negative!!

-----Original Message-----
From: William F. Waskosky via bivio.com <user*33549200001@bivio.com>
To: club_cafe@bivio.com
Sent: Wed, Dec 9, 2020 12:37 pm
Subject: [club_cafe] When should a withdrawing member be removed from bivo access/email

We have members make a full withdraw from our Investment club and I was wondering at what time do we remove them from Bivio email and access to our Bivio account. Or is there a way they they will only have access to retrieve their K1 Document.

Thank your for any one that can help with answers.

Bill W.
Club Net Investing