Managing Members

The Member Directory allows you to manage information about individuals and families within your organization. Each person in the directory can include personal details, contact information, important dates, and household information.

Members can also be grouped by household so that shared home information (address, home phone, etc.) can be maintained for multiple family members at once.

Accessing Members

To manage directory members, navigate to:

Components → Member Directory → Members

From this page you can:

  • Create new members
  • Edit existing members
  • Update contact information
  • Assign members to households

Basic Information

Each member record includes basic identifying information:

  • Title – Optional prefix such as Fr., Dn., Mr., Mrs., or Dr.
  • Suffix – Optional suffix such as Jr. or Sr.
  • First, Middle, and Last Name
  • Profile Image – Optional photo of the member

Phone and Email

You may store contact information for each person individually:

  • Mobile phone
  • Work phone
  • Email address

Important Dates

The directory allows you to track several important dates:

  • Birthday
  • Anniversary
  • Namesday and patron saint
  • Slava and slava saint

These dates can be used for pastoral care, parish records, or celebratory reminders.

Family and Parish Status

Members can be assigned additional attributes:

  • Gender
  • Position in Household (adult, child order, or other household member)
  • Member – Indicates whether the person is an active parish member
  • Display – Determines whether the member appears in the public directory

Households

Members can be grouped into households that share the same home address and home phone number.

When editing a member you can:

  • Select an existing household
  • Create or edit home address information
  • Add a home photo if desired

If multiple people share the same home, the system may ask whether updates should apply to everyone in the household.

Saving Changes

After entering the member information, click Save to store the changes. The member will then appear in the Member Directory and can be displayed on your website if the display option is enabled.

  • 0 Users Found This Useful
Was this answer helpful?

Related Articles

Member Directory Overview

The Member Directory allows your organization to maintain a private listing of members and their...

Enable/Disable Account Access

The Enable/Disable Account Access page allows administrators to control which users are permitted...