1. Elvanto
  2. Help Center
  3. Member Area
  4. Member Directory

Member Directory Settings

Updated:

Overview of the Member Directory

The Member Directory is a feature within Elvanto that allows members to access a predefined list of church members and their contact details within the Member Area. Depending on the needs of your church, you may choose to enable or disable this feature.

Benefits of the Member Directory

  • Communication: Provides an easy way for volunteers to contact leaders or members within their groups.
  • Privacy: Members have control over what information is displayed.
  • Customizable: Administrators can set specific categories and demographics to be included or excluded.

Accessing Member Directory Settings

  1. Login to your Elvanto Admin account.
  2. Navigate to Settings.
  3. Select Member Directory.

Member Directory Settings

1. Details

  • Enable or Disable: Toggle the Member Directory on or off.
  • Custom Name: Rename the Member Directory to something more relevant for your church, such as "Church Directory" or "Parish Role".

2. View Options

  • Display Options:
    • Display individuals only.
    • Group by families (view individuals within families).
    • Display both families and individuals.
  • Default View: Choose the default view (individuals or families) and allow users to switch between the two.
  • Individual Sort Options: Sort individuals by first name or last name.
  • Preferred Name Display: Choose how names are displayed in the directory. This setting only affects the Member Directory view.

3. Exclusions & Inclusions

  • Exclude People Categories / Demographics: Exclude specific people categories and demographics, such as children and teenagers, to protect their privacy.
  • Always Include People: Add specific people or leaders who should always appear in the directory, regardless of lockdowns.

4. Other Settings

  • Automatically Add Newly Created People to the Member Directory: Automatically add new members to the directory based on specified People Categories.
  • Opt-in Required for New People: Send an email requesting approval from new members before their information is displayed.
  • List All Members When Directory Loads: Choose whether all members appear by default or if a search is required to view members.

Member Directory Layout

1. Layout

Customize the layout of the Member Directory as it appears in the Member Area.

  • Edit Layout: Drag and drop fields to customize what information is displayed.
  • Admin View: View the layout as an administrator.
  • Member View: View the layout as a member.

2. Columns to Display

  • Columns to Display: Choose which columns to show when viewing the Member Directory on a browser.
  • Family Address: Display the family address in the directory. The address shown is determined by the primary member of the family.

Custom Privacy Options

Hiding Directory Fields from the My Account Area

  1. Navigate to the ‘My Profile’ page.
  2. Select ‘Privacy Settings’ in the Actions pane.
  3. Select or unselect fields to show or hide specific information in the Member Directory.

Hiding Directory Fields from the Admin Area

  1. Navigate to an individual’s profile in the Admin Area.
  2. Select ‘Member Directory Settings’.
  3. Select or unselect fields to manage an individual’s privacy settings.

By customizing the Member Directory settings, you can ensure that the right information is accessible to the right people while maintaining privacy and security for your members.

Articles in this section