The Online Directory
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 information is included.
Directory Information
Administrators choose which information will be collected on the Parent Form (People / Configuration / Parent Form.) These same fields are included in your directory.
- Administrators can also select which Custom Fields are included in the directory. (People / Configuration / Custom Fields)
- Members can update their information at any time, opt-out of the online directory, and control which information is included.
- Any changes to contact information are instantly integrated into your online directory.
- Students who are listed in more than one household can be connected so they only appear once in the directory listing. Learn How to Connect Students in Multiple Households
User Publish Preferences
- Users have the option to opt-out of the directory. On the "Directory & Publish Preferences" Form in the list of Open Forms, Membership Toolkit asks all users: “Do you want your information published in the directory?” The default is Yes.
- Administrators cannot override a user’s choice to opt out of the directory.
- Users can also control which pieces of their information are included.
Directory Opt Out
- Users can choose to Opt Out of the online directory.
- An Opt Out icon indicates that the user chose to opt out.
- This preference cannot be changed by Administrators.
Directory Inclusion
Administrators can also control which contacts are eligible to be included in the directory. They can allow all contacts to be included in the directory or limit directory information to a Group.
- Go to People / Contacts.
- Admins can make Contacts eligible/ineligible for inclusion in the directory by using the "toggle directory" button (see above) or by going into the Contact's Record and selecting the "Directory and Account" tab (see below).
- A Directory Icon (see above) indicates that the Contact Information is eligible to be included in your directory.
- If the user chose “Do NOT Publish" on their Directory Preferences, their information will NOT be included in your directory even though they may be eligible. (see Icon above)
Directory Disclaimer
A directory disclaimer can be added to the top of the directory pages. To do this, go to People / Configuration / Directory.
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