In Member Essentials, there are actually two directories; one directory is used by Admins to search the member database for both current members and past members, the other directory is used by members to search for other members. Each directory has its own set of filters and search tools at the top (or on the side).  The Member Directory is customizable, allowing Admins to configure which personal information fields for members are displayed.  


Access Required: 

To customize the Member Directory, you must have the Security Administrator access level.

To access the Member Directory, you must be a current member or have access to the member portal.

To access the Admin Directory, you must have the Administrator or Member Administrator access level.


To access the Member Directory:

  1. From the Member Portal, click on the Directory navigation item.
  2. This will take you to the Member Directory page where members can search for other members.
  3. This page is customizable, allowing Administrators to configure which personal information fields, filter and search options and privacy options for members are displayed. 
  4. The filters can be found on the left-side navigation or on the top of the list of members in the Directory.
  5. Use the filters available to narrow down your list.
  6. Members have the option to hide personal information fields based on the Directory Privacy Options configured by Administrators.

To access the Admin Directory:

  1. Click the magnifying glass icon on the top right next to your league name or Admin > Member Search on the top navigation to access the Admin Directory. 
    • For mobile or responsive devices, Admins also have the option to use the magnifying glass icon (shortcut) or the menu icon for Admin and Member Search

  2. Search for members by using the filters and search fields. Click a member's name in the search results to access her admin profile
  3. To search for past members, make sure the Include Inactive Members dropdown is set to Yes.

 
Customizing the Member Directory  

 
Admins can customize which personal information fields for members are visible on the Member Directory and the privacy options available for each member in her profile.  These can be set up using the Directory Configuration tool.  


  1. From Admin > Member Management, select the Directory Configuration tool.  This requires the Security Administrator access level.
  2. Toggle the settings as needed.  Settings will save automatically.


  • Directory Field Options Allows League Admins to choose which fields of personal member data is visible between members. 
    These include:  
    • Phone Numbers 
    • Address
    • Email
    • Status Type
    • Status Name
    • Month/Day of Birth 
    • Job Title
    • Employer
    • Education
    • Status Name
    • Name Pronunciation
    • Historical Placement

  • Directory Filter/Search Options Choose which filter and search options are visible on the Member Directory.
  • Directory Privacy Options Allow your members to prevent specific fields from showing in the Member Directory.
    • The Directory Privacy Options you enable for members should correspond to the Directory Field Options above. For example, if you turn on Email Addresses in Directory Field Options, you should turn on the corresponding option in Directory Privacy Options to allow members to individually hide their own email. If you turn off Phone Numbers in Directory Field Options, you can turn off the Directory Privacy Option for hiding phone numbers, as a member cannot show an information field that the Admin has turned off in the directory.  



Communicating Directory Changes to Your Members  
 
IMPORTANT - if you turn on a personal information field that was not previously visible, e.g. email address, we recommend you notify your members of the change, and instruct them to go to their PROFILE, and review the Directory Privacy Options. Please see the sample messaging below:  
 
We have implemented a change in the online Member Directory allowing members to view other members’ email addresses. We feel this will better facilitate member to member communication. However, if you do not wish to show your email address in the directory, please log into the portal, edit your Profile, and review the settings under Directory Options. Note, directory options are shown only for information that is visible in the directory.  


To watch the video tutorial: Video - Directory Configuration Tool