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First, using the Users to Export drop-down, choose to pull fields for Members, Staff, or Both Members and Staff.
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Using the Available Directory Fields box, click fields you would like to export and then click the Add to Export button.
Once all fields are in the Included Directory Fields box, you can choose to reorder or remove fields by using the Move Up, Move Down, or Remove Buttons.
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Under Profile Settings, check or uncheck check boxes for various profile settings.
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When adding a Membership Number for a Staff member, it is recommended to use their last name and not an actual number as to not conflict with actual member numbers. If you are adding a member manually, be sure that the member number is not in use and is recorded in the accounting system so there are not duplicates. Duplicate membership numbers will lock both accounts out of the website until unique membership numbers are assigned.
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- It is best to never add members manually as members should be synced from the accounting system only.
- When adding Staff members, be sure to set their user type to Staff so the staff member shows in the staff directory and not in the member directory.
Downloadable Guide
Directory Management