FAQs

Here are some common questions about the industry and CSIA.

To create your log-in credentials or set up your account for the first time, follow these steps.

  1. Navigate to the CSIA portal at https://portal.controlsys.org/. where to find account link
  2. Click on the tab that says, “Set up Account.” 
  3. Fill in your email address, desired password, First and Last Name, then click Set Up to continue.
    • Please use your work email address, not a personal address, to ensure your record is correctly tied to your organization. 
  4. Verify your email address by clicking on the link in the email sent to you.
    • While in most instances the email arrives immediately, please note that it may take a few minutes. If it has been an extended period of time, be sure to check your spam/junk folders and ensure CSIA’s email address (info@staff.controlsys.org) is on your safe senders list.
  5. After completing verification, you will be prompted to add or update your contact information. Please take a moment to make sure your information is current and accurate — both for you and your organization (if you are the primary contact).
    • You may access and update this information at any time in the future by navigating to “My Profile” –> “Manage My Profile” and/or “My Organization”.

account dropdown

You can now use the “Log In” tab with your email and new password to access your CSIA account. If you forget your password in the future, the “forgot password” option can be located on the “Log In” tab underneath the email and password fields.

 


This is also a good time to review your CSIA profile (for yourself and your company page) on the CSIA Industrial Automation Exchange to check the information is current there as well.

The membership database fuels the Exchange but not all fields are two-way integrated so it’s possible that the information is correct in one place but not the other.

For information on how to manage your contacts on your CSIA Exchange profile or membership record, see “How to update or change your contacts” below.

Note: These log in credentials will work on www.controlsys.org as well as www.csiaexchange.com.

Need help? 

Contact Staff

“WE’RE SORRY, SOMETHING WENT WRONG WHEN ATTEMPTING TO SIGN UP.”

This error message is usually prompted from accounts that started but did not complete account set up. In almost all cases, following the instructions below will “reset” your account:

  1. Complete the fields on the “Set Up an Account” tab once more.
  2. When the error message pops up again, immediately go to the “Log In” tab and request a password reset.
  3. You should receive an email to reset your password, and doing so should resolve future issues. Once in the portal, you may be prompted to update/confirm your information. Please take a moment to ensure it is accurate and up to date.

Need help? 

Contact Staff

If you have a new email, either from an internal change or because you have moved to a new organization, you can update your credentials to reflect the change.

Proceed through account set up (as outlined above) with the new email address and complete email verification. After doing so, the system should flag the similar details from your existing account and merge the new credentials to your existing one.

To ensure the smoothest transition, before verifying your new email, update your contact record (under “My Profile” –> “Manage My Profile” in the CSIA Portal) with your new email address/information. This will assist the system in linking your existing profile with your new login credentials.

This is because account set up has not yet been completed. Please use the steps to outlined above to create an account.

This short video is a tutorial on how to add, delete or update your company contacts (the people who work for your company — they will need log in credentials to access member benefits). 

The video also shows you how to update your company contacts on your CSIA Exchange company profile.

You need to be the primary contact, billing contact or marketing contact to make changes to the company contacts, because those roles have admin privileges.

CSIA membership benefits extend to anyone in your company. However, the number of contacts that will publicly display on your CSIA Exchange profile will depend on your subscription level. (CSIA members automatically get an upgrade to a Bronze level, which includes one publicly facing contact on your Exchange profile; but most companies go up to a Gold profile or higher to provide maximum control over what contacts appear on their Exchange profile. For more information, see the CSIA Industrial Automation Exchange FAQs or the CSIA Industrial Automation Exchange page.

 

You need to add them to your company record (note you will need to be the primary, billing or marketing contact to do so because those roles have admin privileges). This tutorial will show you how.

Once they are added to the company record, each individual will need to set up their account/password. 

Here’s How

This short video is a tutorial on how to add, delete or update your company contacts (the people who work for your company — they will need log in credentials to access member benefits).

The video also shows you how to update your company contacts on your CSIA Exchange company profile.

You need to be the primary contact, billing contact or marketing contact to make changes to the company contacts, because those roles have admin privileges.

CSIA membership benefits extend to anyone in your company. However, the number of contacts that will publicly display on your CSIA Exchange profile will depend on your subscription level (CSIA members automatically get an upgrade to a Bronze level, which includes one publicly facing contact on your Exchange profile; but most companies go up to a Gold profile or higher to provide maximum control over what contacts appear on their Exchange profile.) For more information, see the CSIA Industrial Automation Exchange FAQs or the CSIA Industrial Automation Exchange page.

 

CSIA membership renewals are completed in the CSIA portal via a short application process. Follow these steps to process and pay for your renewal.  

welcome to portal

Please note: If you have not set up your account in the membership portal – see the instructions to do so.

  1. Log into your CSIA portal by navigating to https://portal.controlsys.org/.‎  
  1. Click on “Membership” and select “Renew My Membership.”

If you see the message “There are no application processes available to you at this ‎time,” after navigating to this screen, either: ‎

    • You are not the designated Primary, Billing and/or Marketing Contact, the‎ only roles ‎with permissions to complete the renewal application and process ‎organizational payments. If you are not sure who is currently designated for ‎these roles in your organization, contact staff by email or phone (1-847-686-‎‎2245). ‎
    • You are (or are one of) the Primary, Billing and/or Marketing Contacts and the renewal ‎application has already been completed. Check My Profile –> Invoice History to ‎review the status of your membership balance payment history. ‎
  1. You will first be prompted through a short review of your organization’s saved information. ‎Please take a moment to ensure all required information is accurate and up to date.  Click ‎‎“Save Changes” to proceed to the next screen. ‎
  1. You will then confirm your membership type from the drop down menu.
  2. ‎ Customize your membership by selecting Add Ons and/or Marketing Upgrades tailored to ‎your membership type:‎
Integrator Member Example
Partner Member Example
  • Integrators will have the option to select the Talent Retention Toolbox and/or Pulse if ‎they would like to participate in either or both of the surveys.  ‎
  • All members will be able to confirm or select their Exchange upgrade or package ‎choice. ‎

Select Next to proceed to the payment screen. ‎

‎6.  To pay now and complete your dues renewal, choose “Add a credit or debit card” or ‎choose from a saved card on file. When entering a new card, please ensure the correct billing ‎address is selected. If it does not appear in the drop down, choose the option “Use another ‎address.” Upon processing, you will be able to access a copy of this invoice and receipt in ‎your Invoice History.

To pay later and complete the dues payment via ACH/Wire, credit card or check, choose the ‎option to “Bill [Organization Name]” to generate a pro-forma invoice to your account. After ‎completing the membership order, you may download a copy of your receipt by selecting “My ‎Profile” –> “Invoice History.” Or, you may complete the payment by credit card at any time by ‎accessing “My Profile” –> “Make a Payment.” Please contact staff if you need wire payment ‎information.‎

Need help? 

Contact Staff More Info

If you don’t know if your company is a CSIA member, you can log into your CSIA portal and check the membership status.

You can also look for your company on the CSIA Member List on the CSIA Industrial Automation Exchange.

Or, if you prefer, you can contact staff.

Login CSIA Member List Contact Staff