Getting started: Membership Directory

 

ONLINE DIRECTORY  

As members sign up, a database of information forms. If you choose, you can allow members to see this information online— via your online directory. Privacy controls are important, so everyone involved determines how much information is shared:

You control:

  • who has access to your directory
  • who is included in the directory
  • which information from your database should be published
  • preamble for the directory

Members control:

  • their own passwords
  • can update information at any time
  • choose which information will be published

 

 This information can also be accessed through our optional app:

 

DIRECTORY APP

Members love the added convenience of accessing the directory from the Membership Toolkit App. The app includes your directory and calendar —and links to your site through their internet browser.

 

The app is available free in the Apple Store and in Google Play. Download it one time for all of the organizations that you are affiliated with that are using Membership Toolkit. If you belong to 4 organizations that are using Membership Toolkit, when you log in to the app you will see all four organizations presented and you can toggle between organizations.

 

 

 

PRINTED DIRECTORY

If you choose to offer a printed directory, simply download the information in excel or choose one of the pdf options that are ready to print. Go to Dashboard > People > Reports.