Member directory

Overview

• Your member directory page provides an automatically updated searchable list of your members - you can customize which fields are to be shown, search and sort options, which records to include etc. 
• Display of each record is governed by privacy settings which can be changed individually for each record, see Privacy settings
• By placing a member directory within a Restricted access section , you can limit it to be only available to members etc. 
• You can setup several member directories with different settings. For example, one directory might briefly list all the records in your database - members and non-members. Another directory page might list only premium members and display additional information - website addresses, pictures and logos etc.

Adding member directory

To add a member directory webpage to your website, use the Add page button.

Member directory settings

To set up your member directory page, go to the Web pages tab, find the directory in the website menu, click on it and then click on the [Edit settings] button in the toolbar.

Intro message

You can enter a text message which will appear at the top of your member directory.

Select which records to include

• All members - by default the directory will show all members.
• From saved search - Choose one of the Saved searches - Members to use for the directory. (This option is only displayed if you have at least one saved search under Members tab)
• Selected levels - pinpoint what levels to include. (Useful when you want to have multiple membership directory webpages, this will allow you to show different members on different directory pages). In Wild Apricot you can create multiple Membership levels - 'categories' of members. For each of these levels you can select whether these records should be included in the Member directory
• Bundle: Show administrators only - You can set up your directory so that only bundle admins will be displayed. If this is selected, individual members of the bundle will not be shown in the directory, but their profiles will still be accessible as they are linked from the bundle admin's profile (See - Bundle admin profile page for more details)

Search options

• Advanced search
  • Show all permitted fields - will show a complete list of fields that are available for search
  • Show selected fields only - or, administrator can select a predefined list of fields only
• Browsing - allows you to define up to four fields that will show up on top of the member directory page.
  Note: you can only use fields with predefined lists for browsing - such as drop-down, radio button, multiple selection fields - but not text or other fields

Initial directory view

You can set the default view to Simple search or Advanced search

Sorting order

You can set up to three levels of sorting based on the fields from your member database. However note that you can not sort by membership fields which are not multi-line text, radio button or multiple choice fields. 

For example, you might want to sort by Member level first, then by last name. In this way your members in more expensive membership categories will be displayed higher up.

Search results layout

You can customize the layout of the member directory. You can display up to four (4) columns in the directory list. Each column can be customized to show a header and up to three fields from database. The width of the column can be adjusted as well.

Note: The first field of the first column will automatically link to the member's public profile page.

Member directory example

Depending on your level of level of access (e.g. public user vs logged in member/admin)  the displayed fields in the directory can look slightly different.

Public view

Here is an example of how a member directory page might be displayed on your website to public visitors

If the public is not allowed to view the linked fields they are simply shown as view details instead. The rest of the fields the public don't have access to a simply hidden.

Member View

Here is the same Member directory page displayed to a logged in member:

Note the difference in between two views. You (and your members) can choose what information can be shown to public, members or no one. To set this up go to Settings -> Member profile page. For more details see Privacy settings.

Admin View

The admin view will be exactly the same as that of a logged in member.

Making directory public or member-only

Access and visibility of member directory page is controlled in the same way as it is for other pages: See Page access and Page visibility

Search options for visitors

In Simple or Keyword search mode people can simply start typing 'Designer' (for example) and the system will immediately find and display all matching records (whether 'Designer' is found in the Job title field, email field, listing field - or name fields)

Browsing Mode

Browsing mode allows you to define up to four fields that will show up on top of the member directory page.
(Note: you can only use fields with predefined lists for browsing - such as drop-down, radio button, multiple selection fields - but not text or other field types)

Each option will have a number corresponding to the number of members with this field. User can select any search combination by simply clicking on the available options. When selected, search will automatically show the corresponding number of records.

People can also switch to the Advanced search mode. As you can see from the settings above, Advanced search can be setup with two options: Show all permitted fields and Show selected fields only. For example, you can create a directory limited to people belonging to specific group, selected by a certain custom field etc. Users will then only be able to search within these selected records. Advanced search fields are now explicitly setup by the administrator and cannot be changed by users.

From the search results page people can click into the individual member details page. If you use bundles, you have the option to display the bundle administrators only. If this is selected (see Show members settings above), bundle members will not be included in the member directory.

Here is how bundle administrator will appear in a list:

After you click on selected bundle administrator it will open public profile page, bundle members will be shown at the bottom of the page:

Privacy options

Everyone is concerned about privacy so you should be extra-cautious about releasing member contact information. Wild Apricot gives you - and your members - full control over that.

First of all, as an administrator you get to define what fields are in your member database (see Customizing your member database).

Second, for each field you can define whether it is accessible to the public or members (and thus shown in the member profile page and member directory - see Privacy settings).

Finally, each member is in full control over his public member profile - and can control which fields he wants to show for his own record. Thus, one member might be comfortable sharing email and telephone, another one only the telephone and yet someone else will chose not to show anything except his name - or even opt out of being included in the member directory altogether! This information can be updated by the administrator for each member (including using the import function) - and also by each member via online self-service page. See Member - edit profile

See also

Individual vs. Organization record
Privacy settings
Saved searches - Members