Approving New Families
The secure, password-protected Online Directory gives your membership access to your organization’s directory from any computer in the world. Administrators control who is included in your directory and who has access to your information. Users can opt-out and control which of their personal information is included.
Approving All New Contacts
Organizations have the option to restrict ALL NEW contacts from being able to access the directory until approved by an Administrator.
Example: A parent logs in and creates an account with your organization. At the time they log in they also purchase a membership. Your directory is set to allow all members access to the directory. If you choose to set your directory default to "NO", then the new user is not given access to the directory until the Administrator has removed the restriction from their account.
To edit the settings for Automatic Directory Access:
- Go to People / Configuration / Directory.
- Select "No, admins must explicitly grant access" if you want all directory access ONLY by manual admin approval.
- Select "Yes, automatically grant access to new contacts" if you want directory access granted without manual admin approval when a user meets the directory conditions.
From the People tab you can quickly see which users are being denied access to the directory. In the list of People this symbol indicates that the user is denied access to the directory.
To grant this user access to the directory, select the "toggle access" option.
Giving Directory Access to a Group of People
You can also toggle Directory Access or Publish Status en masse.
- Go to People / Parent List.
- Filter by the Directory Access field, the Publish in Directory field, or any other field that applies.
- Select the people you'd like to update.
- Use the "Update Checked" button to toggle the field and update your checked records all at once.
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