Members Directory

Using the Members Directory

The Members Directory stores contact profiles for anyone involved in your organization. From here you can add new members, update their details, and assign roles that drive permissions elsewhere in the system.

Adding a Member

• Click the Add Member button (the "+" icon at the top toolbar).
• Fill in: first name, last name, email, phone, and any position or title.
• Select whether the person is a cleared volunteer if that applies to your workflow.
• Click Add Member. The profile card appears instantly in Card View or List View.

Editing or Deleting

• Each member card shows Edit (blue) and Delete (red) buttons.
• Edit lets you change contact info, role, or volunteer status, then Update Member to save.
• Delete removes the profile from the directory completely.

Assigning Roles & Responsibilities

• The Assign Role dropdown lets you tag a member as Treasurer, Events Chair, Volunteer Chair, etc.
• These roles are referenced elsewhere-for example:
  • Event Manager screens will list only members tagged “Events”.
  • Volunteer Rosters show members tagged "Volunteer".
  • Agenda approval workflows can require a specific role (e.g., President) to sign off.

Switching Views & Searching

• Use Card View for photo tiles or List View for a compact table.
• The search bar filters members in real-time by name, email, or role.

Keep member data current so event tools, volunteer sign-ups, and meeting workflows always reference accurate contacts.