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

Next to the search bar are the filters most people use. Filters can be combined.

• Status (on Everyone) — Visitor, Member, or Inactive
• Age — Under 18 or Adults

Click More filters for the rest. The button shows how many of them are on, and they stay open while any is set.

• Team — people on one or more teams
• Access level — people with a given role in the admin area
• Email not working — people whose email has bounced or was marked as spam, so messages are not reaching them
• Sort — by name or email, A–Z or Z–A. The default is 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

Click someone's name to open their record, then click Edit and choose the part you want to change, such as contact info, membership, or communication preferences. Only that part's fields appear, and saving changes only those. You can also click the three-dot button on their row and select Edit to see every part at once.

Directory Photos and Avatars

Each member has two separate photo fields:

• Profile photo — the person's own picture. Once they sign in, they can change it themselves.
• Directory photo — your church's picture for the directory, such as one from a church pictorial. Only staff can change it. When it is set, the directory shows it instead of the profile photo; when neither is set, their initials are shown.

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 someone's status, open their record, click Edit, and choose Membership.

Deleting a Member

To remove someone from your church, click the three-dot button on their row and select Remove from organization. A confirmation dialog appears first.

Other Actions

The three-dot button on each row also gives 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