Setting Up A Member Directory

The member directory is a good way to display contact information and descriptions for members of an organization, company, or group. 

To access the Member Directory from the dash board, select WEBSITE> MEMBER DIRECTORY

Creating a Directory:

1. Click the green “+New…” button from the top of the directory list.
2. Select New Directory.
3. Enter the Directory Name.
4. Enter the Directory URL (we recommend using all lowercase letters, no special characters, and replace spaces with "-" or "_").
5. In the Directory Options tab, you will be able to edit some basic information about how the member information displays.
6. Save the changes when you are finished.

Creating a Tag

1. Click the green +New… button from the top of the directory list.
2. Select New Tag.
3. Enter the Tag Name.
4. Enter the page content. This is the information that will appear when the tag page is accessed. You can access your tag page by entering your tag name like this: http://www.websitename.com/Directory/tag/TagName.
5. Save The Tag.

Adding an Individual as a Member

1. Click on the directory that you want to add the member to.
2. Click the green + in the member list.
3. Select New Person to add an individual.
4. Enter the basic member information in the top fields (Name, Email, Address, Phone Number).

   

5. Enter a Job Title (if applicable).
6. Enter a description (This is usually a brief description of the member being created).
7. Enter any relevant tags.
8. Save the member.

   

Adding a Business as a Member

1. Click on the directory that you want to add the member too.
2. Click the green + in the member list.
3. Select New Company to add a business.
4. Enter the basic business information in the top fields (Name, Address, Phone Number, Website).
5. Enter a description (This is usually a brief description of the company being created).
6. Enter any relevant tags.
7. Save the member.