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Member Directory

Organizations can enable a Member Directory within their Member Portal. This Directory can be for Members-only or displayed publicly.

Mitch Colleran avatar
Written by Mitch Colleran
Updated over 3 weeks ago

Summary

Organizations that are using the Growth, Total, or Extra 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

Functionality

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.

Description of screenshot: 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.

Description of screenshot: 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.

Description of screenshot: 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).

Description of screenshot: 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!

Description of screenshot: Displaying where you can view the Directory on the Member portal page

Description of screenshot: Displaying where Members can view the Directory when logged into their Member portal

Video guide:

Description of video: Quick video demonstrating how to activate your Members directory and how it appears on your portal

Frequently Asked Questions

How can I set up my Member Directory?

Will this be available for all Organizations?

  • This feature will be available for Organizations that are under our Growth, Total, Extra and Enterprise packages.

Can only Members view the Member Directory?

  • You can choose to have the Member Directory set up to be viewed by logged in Members only, or you can set it to be viewed by the public.

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