This article will guide you through configuring which pieces of information are shown in a directory when accessing the system from the administrative interface. These settings not only concern whether the information is displayed but whether or not the individual must opt in or out of each field being displayed.
Accessing Directory Configuration
1. Log in to your Member365 Administrator Dashboard.
2. On the top bar, click ‘Options‘, then ‘Configuration‘ from the drop-down menu that appears.
3. In the ‘Directory’ section, click ‘Setup‘.
4. Next to ‘Directory Settings’, click ‘Manage‘.
5. Click on the name of the directory you would like to configure.
Choosing Displayed Fields
6. Click the ‘Field Permissions‘ tab.
7. This page is split into two parts: the first relates to personal contact information, and the second to the user’s business address. Note the two halves of the chart — ‘Member Portal’ and ‘Public Website’ — and the three fields below each: ‘Show’, ‘Force’ and ‘On By Default’.
These checkboxes control how each piece of information is treated in the Member Portal on the left half, and how each piece of information is treated in the public-facing directory.
Enabling ‘Show‘ means that this piece of information will be shown in the directory. Enabling ‘Force‘ means that this piece of information *must* be shown in the directory, and that the user cannot opt out. Enabling ‘On By Default‘ means that this setting will be automatically toggled on.
8. Scroll down to the second half of this page to change these settings for the user’s business address and contact information.
9. Scroll to the bottom and click ‘Save‘.
Congratulations, you have edited the field permissions for this directory!