Step 1 (Optional): Add a Custom Profile Field
You can create a custom profile field called Member Status to help identify each person. You can use a different field name if it fits your context better.
- Go to Settings > Profile Fields > Scroll down to Additional Fields > Drag and drop a Dropdown field and name it Member Status.
- Add options such as Member, Non-Member, Visitor, etc - as you see fit.
This field will appear in people’s profiles when adding or editing a person. Once you fill it in, you can filter your people list by this field to easily display members from non-members.
Learn more about working with custom profile fields.
To populate this field for existing people records, you can use the Bulk Update feature in the People section:
- Go to People,
- Select relevant people,
- Click More Actions,
- Select Bulk Update,
- Select the Member Status field,
- Choose the dropdown option to populate the field with
You must go through these steps for every Member Status you want to record within the Member Status field.
Learn more about Updating people in bulk
Step 2: Create Groups for Directory Access
- Create a group named Member Directory, for people who should see each other in the directory) . Enable the option Show this group to members.
- Create another group for Non-Members. You can choose whether or not to enable the option Show this group to members, depending on your preference.
- Add people to the appropriate groups. You can use the Member Status filter from Step 1 to help with filtering your people, bulk selecting and adding.
Learn more about Creating Groups
Step 3: Adjust Role Permissions
To manage app access for guests / non-members, you must configure user roles and permissions according to the features you want to make available to this category of people:
- Go to Users & Roles > Roles & Permissions.
- Click the three dots (...) beside the Member role and select Edit.
- In the Directory section, set permissions to Allow members to see other members in the same group with visibility set to Members. This way, only people within the same group , where the option Show this group to members is enabled in their group ,can see each other in the directory, giving you full control over visibility.
Learn more about Managing users, roles and permissions
Step 3: Manage Events Access
When creating events, you can also set the attendance to Groups instead of All, and set the visibility to Members, so only the members of the selected group can see the event and appear on the check-in page. This allows you to create events specifically for Members and others for Non-Members.
Learn more about Event Attendance Setup