Member Directory & Profiles

The member directory is the central hub for managing everyone in your church database. From here you can search for people, filter by team or role, view detailed profiles, and update member information.

Navigating to the Directory

Searching for Members

The search bar at the top of the directory lets you find members quickly. Type a name, email address, or phone number and results update automatically as you type.

Filtering the Directory

Below the search bar you will find filter pills that let you narrow the directory by specific criteria. Filters can be combined.

• Team — show only members who belong to one or more selected teams
• Role — show only members who have been assigned specific roles
• Status — filter by membership status: Visitor, Member, or Inactive

Active filters display a count badge on their pill. Click the same pill again to clear it.

Sorting

Click any column header (e.g., Last Name, First Name) to sort the directory by that column. Click the same header again to toggle between ascending and descending order. The default sort is by last name A–Z.

Viewing a Member Profile

Click on any member in the directory to open their detail panel. The profile view shows:

• Photo, name, and contact information
• Membership status and how long they have been a member
• Giving summary with animated statistics
• Attendance history and engagement metrics
• Team memberships and assigned roles
• Custom field data your organization has configured
• Activity log showing recent profile changes

Editing a Member Profile

To edit a member's information, open their kebab menu (the three-dot icon on the right side of their row) and select Edit. This opens the same multi-step form used when adding a member, pre-filled with their current data. You can navigate between steps freely and update any field.

Directory Photos and Avatars

Each member has two separate photo fields:

• Avatar — a small profile image shown in lists, search results, and navigation. If no avatar is uploaded, the member's initials are displayed instead.
• Directory Photo — a larger, more formal photo used in the member detail view and the church directory. This is the photo typically taken for a church pictorial or staff page.

Uploading a Photo

Changing Membership Status

Each member has one of three statuses:

• Visitor — someone who has attended but is not yet a formal member. This is the default status for new additions.
• Member — a recognized member of the church.
• Inactive — a member who is no longer actively attending. Inactive members remain in your database but can be filtered out of the directory.

To change a member's status, edit their profile and update the Membership Status field on the Personal Info step.

Deleting a Member

To remove a member from your organization, open their kebab menu and select Delete. A confirmation dialog appears before the member is removed.

Other Actions

The kebab menu on each member row also provides quick access to:

• Notes — open the notes dialog to add or view notes on this member
• Message — navigate to the communication page to send this member a message (requires an active subscription)

Permissions

Access to the member directory is controlled by these permissions:

• members.view — required to see the directory
• members.create — required to add new members
• members.edit — required to edit existing profiles
• members.delete — required to remove members
• members.message — required to message members
• members.assign — required to assign members to teams and roles