Member Directory Overview

The Member Directory allows your organization to maintain a private listing of members and their contact information. The directory is available in two formats:

  • Online – Accessible through a password-protected login
  • Printable – Formatted for printing on standard 8.5 × 11 paper

The directory stores basic contact information for members, along with important dates such as birthdays, anniversaries, namesdays, and slavas. The directory can also be expanded to store additional information by adding custom form fields.

Members can be viewed or printed in several ways, including:

  • The complete list of members
  • Children only
  • Celebrations (birthdays, anniversaries, namesdays, etc.) sorted by name or date

Configuration

To configure the Member Directory, go to:

Components → Member Directory

First configure the directory administrator under Configuration. This section allows you to specify the administrator who will approve directory access requests and to customize the default messages that are displayed or sent to users requesting access.

Next, manage your member listings by adding people to the directory.

Finally, enable or disable directory access for registered user accounts. To access the Member Directory, a user must first create an account using their email address.

You may display the directory login form by inserting a section of type:

Components – Mailing List

This section provides the Member Directory login form as well as an option for users to create a new account.

When a user creates an account, an email notification is sent to the directory administrator requesting approval. The administrator may either click the approval link contained in the email or log into the Site Manager to review and process all pending access requests.

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