Skip to main content

Member Directory

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

Written by Mitch Colleran

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:

  1. Go to the Member Portal tab

  2. Click Customize Portal

  3. Enable the Member Directory

Direct link: https://app.joinit.com/portal/customize

Once enabled, you can configure fields, privacy settings, membership filters, search options, and more.

Selecting Directory Fields

Within the Member Directory settings, you can choose which fields are displayed for each member listing.

Key details:

  • Select from your existing fields to control what information appears

  • Fields display in the order they are enabled (top to bottom)

  • A live preview is available on the right-hand side as you configure the directory

Screenshot Description: Member Directory Settings

Member-to-Member Messaging

Member-to-member messaging allows members of your organization to contact each other directly through your Member Directory. This feature is optional and can be enabled or disabled by an organization admin.

Here's where you can learn more this feature.

Screenshot Description: Showing the Member-to-Member Messaging

Directory Search and Filtering Options

Search in Member Directory

Visitors can search the directory to find specific members.

Available search types:

  • Broad Search
    Searches across display name, first name, last name, email, company, and phone number
    (based on which fields are enabled in the directory)

  • Address Search
    Searches by street address and zip/postal code
    (requires the “full address” field to be enabled)

Screenshot Description: Displaying the search function on the Members Directory

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

Custom Filter in Member Directory

Organizations can add a custom field filter to the Member Directory on the Join It Extra package, allowing members to narrow results based on answers to a selected custom question.

This makes it easier for visitors to browse the directory using criteria such as chapter, role, region, industry, or interest area.

Supported filter field types include:

  • Radio

  • Dropdown

  • Checkbox

A few important requirements for this feature:

  • This feature is available for organizations on the Extra Package

  • Only custom fields with predefined answer options can be used as filters

  • Admin-only fields cannot be used as directory filters

Once configured, members can use the filter to refine the directory results and quickly find the types of members they are looking for.

Screenshot Description: Showing an example of a Custom field filter

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

Viewing the Member Directory

The Member Directory can be accessed in multiple ways:

  • Member Portal (Public or Members-only)

    • Public view: visible to anyone (if enabled)

    • Members-only: visible only to logged-in members

  • Logged-in Member Portal View
    Members can access the directory from within their portal

  • Embedded on your website
    Display the directory directly on your existing site

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

Member Directory Widget

The Member Directory can also be embedded on your website using a widget.

To embed the Directory Widget:

  1. Navigate to the Member Portal tab.

  2. Click Portal Widgets.

  3. Then click View Directory Widget

  4. Copy the embed code provided and paste it into your website’s HTML where you’d like the widget to appear.

Here's where you can learn more about the available Join It widgets.

Screenshot Description: Showing a preview of the Directory Widget

Video guide:

Video Description: Quick video demonstrating how to activate your Member directory and how it appears on your portal

Related Articles
How Members can cancel their Memberships and auto rebilling
How to link to your Organization's Member Portal
Widgets For Your Member Portal
Membership Widgets for Ghost Websites
Opt-out Memberships in your Member Directory
Did this answer your question?