Setting up the Member Directory

The Member Directory serves as a place where members can access a predefined list of church members and their contact details in the Member Area.

When setting up a Member Directory, admins can select which people categories or demographics are to be listed, as well as lock down the area to only show members and families connected to a person’s departments or groups. As an extra custom privacy option, individuals can select to hide certain fields in their profile within the My Account area.

Having a Member Directory available in your account can be useful for volunteers wanting to get in contact with different leaders or members within the groups they are a part of, and provides an easy way for getting details of the people they need.

Enabling and Naming the Member Directory

1. Login to your Elvanto account and navigate to the Admin Area. 
2. Click Settings in the top right menu bar.
3. Under the Features heading, select Member Directory.
4. Select 'Enable Member Directory. You can also give it a custom name, which will update how it’s displayed in the Member Area.

   

Setting Member Directory View Options

The View Options section gives you a number of choices about how you want people to be displayed in the directory.

Display Options

When showing individuals only, it will always list each individual person. When showing families only, each family will be a result, and after selecting a family you can then select an individual. When showing both families and individuals, the person viewing the directory can switch between views as desired.

Default View

This is only useful if showing both Families and Individuals. This lets the admins set which one should load first, and individuals can change the view later.

Individual Sort Options

This lets you control if people are sorted by their first name or their last name. This only applies to the Individual view. When viewing as a family, we will sort alphabetically by the last name of the family.

Preferred Name Display

This controls how you want the First and Preferred names to be displayed. In the options given, Stephen is the First Name, and Steve is the preferred name.

Exclusions and Inclusions

The Exclusions area allows you to tell the system which people you want to always be hidden from the directory. This is primarily used for hiding children and other vulnerable people from view and to keep their details safer. People who don’t match these criteria are then able to be displayed, as long as they’re active users and have been set to appear.

In the ‘Always Include’ People area you can also add any names of people or leaders in your church who should always be shown in the directory. This is great to set up people who should be the first point of contact for any people in the church, such as the Senior Pastor, Administration staff or the Welcoming Team. These people will always appear, regardless of directory lockdowns, their demographics or people category, and regardless of their personal privacy settings.

Other Settings

How to Automatically Add Newly Created People to the Member Directory

1. Login to your Elvanto account and navigate to the Admin Area. 
2. Click Settings in the top right menu bar.
3. Under the Features heading, select Member Directory.
4. Under the Other Settings heading, check off Automatically add newly created people to the Member Directory.
5. Once this setting is checked off, a new selection will appear. Select if you'd like newly created people to be automatically added to the listed People Categories. 
   
6. Click Save.

Whenever a new member is added to the system and placed inside one of the chosen people categories, they will automatically be set to appear.

Please Note: Moving a person into a chosen category will not automatically set them to appear, only adding entirely new members to that category will do it. Only active users are displayed, so those marked as a Contact or Archived will not appear.

Setting up an Opt-in Process for New People Added

1. Login to your Elvanto account and navigate to the Admin Area. 
2. Click Settings in the top right menu bar.
3. Under the Features heading, select Member Directory.
4. Under the Other Settings heading, check off Opt-in required for new people added to the Member Directory.
5. Click Save.

When this option is selected, whenever a member is added to the Member Directory, either automatically or otherwise, they will be sent an email asking them to confirm or decline if they want to appear in the member directory. The user does not need to log in to accept or decline these requests. They do need to be an active user to appear though.

Setting up Layout & Display Fields

To change the layout of the fields in the member directory, you’ll need to navigate to the Layout tab of the settings.

1. Login to your Elvanto account and navigate to the Admin Area. 
2. Click Settings in the top right menu bar.
3. Under the Features heading, select Member Directory.
4. Select the Layout tab.

Click and drag fields into the dotted area, and select which columns to display in the Member Directory view. The below area determines the information shown when viewing an individual's profile within the directory.

To select which columns to display, drag and drop any ‘Available Fields’ to the Display Fields area. This determines the information shown in the list view.

Note that on the mobile app, Columns to Display are not shown. For important information that you'd like people to easily find make sure it’s in Layout, as opposed to Fields to Display.

Family Address (Tickbox)  

When checked off, when you view the Member Directory in the Family View, the family address will appear in the columns or card.The address is determined by the primary member of the family. If the primary doesn’t have an address listed, then it would be the next in line, being the spouse etc.