Member Directory Guide - Plus Mailing List, Page Security & Donations 

Key Advantages of the New Member Directory:

  • The Member Directory is included in all but the Starter Plan
  • Member password email retrieval
  • Complete flexibility on information collection and display
  • Passwords and accounts can be used with Page Security and eCommerce
  • Users can opt-in to multiple mailing lists
  • Member Directory sort and improved Directory printing
  • Integrated with Advanced Donation Capability
  • Future capabilities for directory upload and download including mailing lists.

Member Directory

Click Image to download the Member Directory Guide Ver.2. You will need Adobe Acrobat to read the PDF document. You can dowload the free reader by clicking here.

Member Directory Set-up Overview:

  • Creating a Member Directory User Group:
    • Login to your site and click on the user accounts link at the bottom of the admin page
    • Click the 'create new group' link under User Groups
  • Create the Directory Page
    • Click on the add page function and select the Member Directory
    • The settings on the page are fairly intuitive, make sure you select the user group your set up in the previous step and save and view the page
    • Once the page is created click 'settings' to add the search and alpha index to the page, click on 'customize page/data fields' to set up the structure of your directory and which fields display.
  • Create the Account Login Form
    • You can add an account login form to any page, click on the 'Add' button while editing a page and select the login form under Interactive.
    • If you plan to allow users to create their own profiles you will need to 'enable user account creation' by going to the Mailing List and clicking on the link at the bottom of the right-hand column. You will also have to enter a link on the account login page to www.YOURDOMAIN.org/inc/account/main/?newacct=true or, if you have a Multi-Ministry account, www.YOURDOMAIN.org/SITENAME/inc/account/main/?newacct=true. Of course substitute you domain and site name - add this link to some text like: "If you do not have an account click HERE". 
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