Introduction

The Online Member Directory allows your members to see each other, in a dedicated section of their ChMeetings account.

Configuring the Online Member Directory

Here are the steps to take to configure this feature.

Step 1: Enable the Online Member Directory and set permissions

Go to Member Access and start from the Online Member Directory option, by clicking on Member role settings.

Alternatively, go to Users & Roles > Roles & Permissions, and edit the Member Role.

Turn on the Enable Member Directory toggle.

Set the Visibility for the Online Member Directory. If you choose to allow visibility within the same account, then all members will be visible to each other by default. IF you choose to allow visibility within the same group, then only members who are part of the same group will see each other. Please note that the group’s visibility will need to be set to `Members` for the feature to enable correctly. More details below.
Select the Visible Fields that will be accessible within the Members’ Profiles, when they are visible in the Member Directory. Fields that you don’t select will not be displayed.

4._configure_member_directory.png

Step 2: Set group visibility

If you want to allow members to see each other within the same group, please ensure that you edit that group, and enable Allow Members to View The Group.

What it looks like for members

The Member Directory is available as a separate module, within the Member View. You can switch to it yourself and take a look.

The module provides a list of available members, according to your visibility settings. Members can hide themselves from the Member Directory as well, so they will not show up in this list if that is their case.

Please note that if someone chose to hide themselves from the Member Directory, they will not be displayed in your print Directory either (when exporting People to Directory).

The Member Directory comes with a Search field, as well as with the option to view it by Individuals or by Families.

Directory Settings for Members

Your members have the option to select what fields to display on their Online Member Directory profile, or whether they want to hide themselves altogether.

To access these settings, Members need to go to My Profile > Directory Settings.

Here is where they will have the option to select which fields they want to display, or whether they want to completely hide their profile.

Note: Any Member can also hide themselves from the Member Directory by editing their personal profile and switching on the Hide me from the Member Directory toggle.

Contents