Have you ever worked within an organization and needed to contact a particular coworker? Or maybe you needed to see how many employees there are in the sector you are working at? Without all this information in one place, it is hard to answer these questions. Nevertheless, there is a way to clarify these inquiries, and that is with a membership directory. In this article, we will discuss what a membership directory is and why you should use it. We will also discuss how to make a membership directory and the options it offers.
What Is a Membership Directory?
A membership directory allows users to share and see member data in directory format. Such information can be accessible to logged-in members or visitors. It is possible to make directories that are read-only and enable each member to maintain their profile.
With that being said, we should also mention that users can allow other members to search or view their profiles. Admins, however, can manage all data in the directory. Meaning, admins can view, edit or delete records. Different users (members) have different options based on their user role.
There are many possibilities for expanding the directory’s functionality, such as building in member tiers or charging for access.
Why Should You Use the Membership Directory?
Let us say you are working on a project in an organization. You need to contact a coworker that can help you with something you’re working on at a certain point. The problem is, you do not have their contact information, nor can you find it anywhere online. You can find them on social media, but it is not professional to contact them for work over there, right?
You can solve this issue with a membership directory. Not only would it save you the time that you lost by searching for colleague’s contact information, but it would also be way more professional to reach using a membership directory. By describing this one issue, we can see the importance of organizations and companies having and using membership directories.
Membership directories contain the name and other crucial information about the members within that business or organization. Usually, membership directories contain names, e-mail addresses, locations, roles in the company/organization, et cetera.
With all this available information, finding the right person is extremely easy. The scenario we have described earlier would have a different ending if the worker had access to a membership directory. What makes it even simpler, any data is searchable, which makes it very practical.
Making a Membership Directory
When learning how to make a membership directory, the most crucial part is remembering every role, such as members and admin. Both of these roles have different abilities. For instance, members do not have the same options as admins do. Admins can edit any information and assign tasks, while members can view and search for information.
To make a membership directory, you must have at least two roles and at least two user pages, to which each position will have access.
The first step would be defining these two roles: an admin role and a member role. Once you create them, it is easy to add new members. The only thing you need to pay attention to is assigning the right positions. When adding new members, you will have the option to add all the relevant information (as we have mentioned above).
Now that you have created roles, you can also create user records. You can add user records either manually or import them from a file. Manually adding user records means that you have to type in all the necessary information while importing a file means you already have that information ready for use.
We know that admins can add or remove members, so the next step would be to add an admin access page. Admins will have the ability to see all the members and add new ones or remove the old ones. When you’ve completed the page, you will have the ability (as an admin) to add and remove members.
Members should also have an access page. However, their access page will be different than the admin one. Their options will be viewing other members’ information and editing their information. They will be able to view a table with other members listed and click to see more details on each member. Admins will still have the ability to add or remove information from members.
Having a membership directory is very useful. It helps with having organized data in one place. It does help the members a great deal, but the staff as well.
You do not need to worry about your privacy settings. There are a lot of ways on how you can limit who can access what information. We have seen that only admins can see precise information, while users do not have that kind of access. While you can limit the membership directory to the registered users only, you can still choose what other people can see about you.
By using a membership directory, companies can exchange a lot of information. You do not have to use different communication tools to access various information or reach out to coworkers on social media. All of the information that you need can be available to you just with a few searches.