How do I get started?
- Log into MT Roots at mtroots.montana.cpa. Update your profile and photo by clicking My Profile.
- My Profile view groups you're in by clicking My Groups and add any missing groups through your MTCPA subscriptions page.
- Join some Groups by clicking Find Groups to Join.
- Start a discussion by clicking Post New Discussion from the Discussions tab of any group.
- Reply to a discussion by clicking "Reply..." from within the discussion online OR by replying to a discussion email notification.
What is my username and password?
Your username and password for MT Roots is the same as your MTCPA website username and password. If you don't know your username and password, visit the request your username and password page and it will guide you through the process of resetting your username and/or password. Access the MTCPA login page.
How do I join a group?
Access the MTCPA subscriptions page and choose which group you'd like to add.
How do I start a new discussion in a group?
New discussions can be started via email by clicking on the "Post New Discussion" link in the notification emails you receive, or via the website.
How do I reply to a group discussion?
To reply to a group discussion, simply reply to the email notification you received. Your reply will be emailed out to all group members and posted to the website. If you wish, you can also reply to the discussion via the website by clicking on the discussion topic and clicking the reply button.
Who can see what I post to a group?
All of our Groups are members-only, so only fellow MTCPA can see your posts. Some groups, like committee groups, are private. When you post a message to a private group, only members of that group can see your message.
How do I search group discussion history?
The platform is capable of searching all discussion topics within your groups. The search bar can be found at the top of your Connect home page or under the search tab on the left-hand side of your screen.
How do I unsubscribe from group email notification, or from a group entirely?
To unsubscribe from any group go to your MTCPA subscription management page.
How do I receive daily digests or a weekly digest of group discussions vs. real-time email notifications of group discussions?
Click "My Profile" on the left menu of the Groups website, then click "Update Profile". Click on the "Notifications" tab and update your settings by using the dropdown bars. If you want to use the website exclusively and never want to receive an email from the system, choose the "Disable All E-mails" option. Then set your preference to Individual Emails, Daily Digest, or Weekly Digest messages.
How do I add or change my profile picture?
To add or change a profile picture, click "My Profile" on the left menu of the Connect website. Then click the "Change Profile Picture" button and you will be prompted to locate and save a picture to your profile.
Why is there a website? Do I have to use it?
Once you have joined a group, the system can be used entirely via email if desired. You can send your messages to the group email address and reply via email to any notifications you receive. The website offers many features that are not available via email. Here are a few of the most popular features that must be accessed via the website:
- Searchable archives of all group discussions
- Update your profile and/or upload a photo to be associated with your profile
- Privately message another member
- Joining groups
How do I access the website?
Many of the links in the notification emails will automatically log you onto the Connect website. To access the site directly, type mtroots.montana.cpa in the web address bar of your web browser.
Why am I receiving some notifications but not others?
It is likely that your anti-SPAM system is blocking some of the messages. Add "@mtroots.montana.cpa" to your list of "safe senders" to ensure you receive all notifications. This setting is different for each email system, so check your email system help for information on how to do this.
Do I need to follow certain etiquette when using MT Roots?
Yes, please view the etiquette page.
What are the points I see associated with people and Groups?
Points are used to help you see the level of activity in any group and the level of participation of any member. Groups gain points each time there is activity in them and people gain points each time they contribute to a group. Group lists and Member lists can be sorted by points to see which groups and which people are the most active in the system.
How can I find a member's email address?
For privacy reasons, you are not able to view the email address of any members. However, you can send a private message to any member without knowing their email address. See the note below about sending private messages.
How can I send a private message to an individual?
Go to the profile page of the person you want to message by clicking their name in any Group or in any notification email. Then click "Message this Person", enter a subject and message body and click "Post".
To start a new private message by click "Private Message" from the menu on the website, click "Write a New Message", enter a subject, person to message (just type in their name and select the person's name), message body, and then click "Post".
I can't find the answer to my question. What do I do?
If you need help and can't find the answer here, email us at firstname.lastname@example.org.