Creating and Configuring a New Directory

This article will guide you through the process of creating a directory, including what types of directories you can set up, how to include or exclude members from it, and your options for configuring and controlling this directory.

There are many options available to you in creating and configuring directories, so we’ve broken the process down into the individual tabs listed at the top of the directory creation interface. Each of the sections of this guide will take you through these tabs, in order.

Starting Directory Setup

To begin creating a directory, follow our basic setup guide to learn about the first steps of the process. The guide we’re about to link to only deals with the first tab of the setup pages; continue reading this page for resources that will teach you how to set up the rest.

How to Create a Basic Directory

Using Contact Classifications

Before the end of the first setup page, you’ll be asked to select Contact Classifications in order to proceed. We’ve explained what this setting means and how to use it here:

What Are Contact Classifications?

Picking Your Directory Format

Depending on the nature of your organization’s members — whether they are individuals or businesses — you may have to consider the question of which directory format to use. To figure out which option is right for you, read our guide on picking directory formats:

Picking Your Directory Format

Directory Rules

By default, the directory includes only members with current memberships. The settings on this page will allow you to choose other situations when members may be included: whether to include members with lapsed Continuing Education credentials or memberships, whether to include memberships that have lapsed but are still in the grace period, etc. This page also includes a couple of options relating to appearance and search functionality. We’ve explained the settings in a guide you can find here:

How to Set Directory Rules

Portal and Public Directory Settings

When you create a directory, you have the option to run two different versions of it, each with its own rules: a public-facing version and an internal member-only version. Read this guide for more information on your options in setting up each side of the directory:

Understanding Portal and Public Directory Settings

Directory Field Permissions

Member365 includes extensive control over which fields are displayed in a directory, including whether to default to including a field or excluding a field, and whether to allow the member to toggle a particular field on their own. In order to configure which fields are shown or hidden, and which fields can be controlled by the user, follow these instructions:

Setting Directory Field Permissions


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