Portal Online Directory

The Online Directory page of the Portal allows authenticated users to look up the contact information of other church attendees.
You can disable the Online Directory page if you prefer to not allow attendees access to this information.
Search is always by Lastname, Firstname and cannot be changed.
The Online Directory page is sorted by Display Name, Date of Birth, City, and then State. As such, this sorts by family first and then by date of birth, with the oldest first.
Users can determine which contact information is visible by logging in to the My User Account page. They can update their contact information there, as well as select the Unlisted checkbox for Email, Mobile Phone, Home Phone, and/or Address if they prefer to not have their contact information available in the Church Directory.

My Account page showing options to mark certain contact information as Unlisted

Set Up the Online Directory

A SPoC must complete initial setup in order to use the Online Directory page.

Go to Administration > Configuration Settings, and ensure the value of the PORTAL,UseOnlineDirectory Configuration Setting is set to True.
Use the Portal Admin page for the Configuration Setting to take effect immediately.
Determine who can access the Online Directory, as well as who is listed in the Online Directory:
- Participant Types:
  - Can Access Directory – Set to Yes to allow a user with this participant type to view the directory.
  - Show in Directory – Set to Yes to display the contact information of a user with this participant type in the directory.
- Contacts:
  - Status – Must be Active (ID=1) to display this contact in the directory.
  - Remove From Directory – Must be set to No to display this contact in the directory.
Update the Online Directory format by editing the Online Directory Template. Names display as Last Name, First Name.
Place the navigation link to the Online Directory (my_directory.aspx) in the appropriate place on your Portal skin. You can also place the link on your church website.