Directory
The directory is your organization's address book — a list of all members and families.
Who Can See the Directory?
| Role | Can view | Can edit |
|---|---|---|
| Admin | ✅ Yes | ✅ Yes |
| Staff | ✅ Yes | ✅ Yes |
| Member | ✅ Yes | ❌ No |
Opening the Directory
Click Directory in the sidebar, or go to /directory.
Browsing Members
The directory opens in Members view by default, showing a list of every person in your organization.
Each member card or row shows:
- Full name
- Email address
- Phone number
- Family name
- Status (Active / Inactive)
Switching to Families View
Click the Families toggle at the top of the page to group members by household. Each family entry shows the family name, primary contact, and the number of members.
Searching the Directory
Type a name, email, or phone number into the Search bar at the top. The list filters instantly as you type.
Filtering by Status
Use the Status filter dropdown to show:
- Active members only (default)
- Inactive members
- All members
Viewing a Member's Profile
Click any member row or card to open their full profile. You'll see:
- Contact information
- Birthday
- Family membership
- Skills / tags
- Which groups they belong to
Adding a Member (Admin / Staff only)
- Click Add Member in the top-right corner.
- Fill in at least a first name and last name. Other fields are optional.
- To add them to a family, choose one from the Family dropdown or type a new family name.
- Click Save.
Editing a Member (Admin / Staff only)
- Click the member's name to open their profile.
- Click Edit or click directly on the field you want to change.
- Make your changes and click Save.
Adding a Family (Admin / Staff only)
- Switch to Families view.
- Click Add Family.
- Enter a family name.
- Optionally set a primary contact.
- Click Save.
Adding Members to a Family
Open a family record and click Add Member to link an existing member to that family.
Member Statuses Explained
| Status | Meaning |
|---|---|
| Active | Current, engaged member |
| Inactive | No longer active but kept in records |
| Archived | Hidden from default views; preserved for history |
Frequently Asked Questions
Why can't I see all the members? The status filter may be set to "Active only." Change it to "All" to see inactive and archived members.
Can a member appear in two families? No — each member belongs to one family. Create separate family records if needed.
A member's linked account shows wrong — why? Member profiles are linked to app accounts by matching email address. If the emails differ, the link won't form automatically. Contact your admin to correct it.