Summary
Organizations that are using the Total, Extra, or Enterprise Packages can enable the Member Directory under their Member Portal.
This feature is a simple, quick, and affordable way to build a Directory that highlights your Active memberships. This can be used to either:
Offer a benefit to your current Active members, so they can view other Active members within the Organization
Highlight your Active members to the public. This works in cases like Chamber of Commerce, Development Associations, etc.
Enabling the Member Directory
To enable the Member Directory to be displayed on your Portal you can do so within the Member Portal tab > Customize Portal.
You can also use this link to get here: https://app.joinit.com/portal/customize
Once enabled, you can configure the Directory’s fields, privacy, membership filters, search options, and more.
Selecting Directory Fields
Once you navigate to the settings for the Member Directory, you have the option to select which individual Fields you want displayed for the members within the Directory.
Some highlights of this functionality:
Organizations can select from their list of fields to determine what they want shown on the Member Directory.
The directory fields are displayed in the order that they are activated (top to bottom).
There's a 'preview' of what your Directory will look like that you can view while you choose which fields to activate on the right hand side.
Screenshot Description: Member Directory Settings
Privacy Settings
The Privacy setting allows you to decide whether the viewers should be:
Publicly Displayed: As an organization admin, you can choose to set the privacy of the Member Directory to be publicly displayed. Which allows anyone to view the members within the Member Directory. This setting works well for organizations like Chamber of Commerce.
Active Members-only: The default setting is for the Member Directory to be restricted to 'Active Members-only'. Which makes it so only logged in Active Members can view the Member Directory.
Opt-out Memberships: This option allows you to remove a Membership from showing in the Member Directory. You can learn more about this option here.
Screenshot Description: Displaying how to set your Directory to be available publicly
Filtering Membership Types
As an organization admin, you can choose to restrict which memberships are displayed within the Member Directory by Membership Type.
This is a flexible functionality that allows for the hiding of Memberships based on Membership Type.
Screenshot Description: Displaying where to Filter Membership Types
Search in Member Directory
Within the Member Directory, visitors will be able Search Memberships to find specific Directory listings.
There are two types of search that are potentially available:
Broad Search: Allows for search on display name, first name, last name, email, company, and phone number (all of these search fields are dependent on them being set up as available directory fields by the org admin).
Address Search: Allows for search on Street Address and Zip/Postal Code (dependent on the org admin enabling the 'full address' field within the Member Directory).
Screenshot Description: Displaying the search function on the Members Directory
Viewing the Member Directory
Your Member Directory can be viewed in two different places:
If you have the settings allowing the 'Public' to view your Member Directory, then anyone can view it on your Member portal page. If you have it set to Members-only, then only logged in Members would be able to view it there.
Logged in Members would also be able to view the Directory under their Member portal as well!
Screenshot Description: Displaying where you can view the Directory on the Member portal page
Screenshot Description: Displaying where Members can view the Directory when logged into their Member portal
Video guide:
Video Description: Quick video demonstrating how to activate your Members directory and how it appears on your portal