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Home > Memberships > Membership Types > Setup Membership Type Directories & Categories
Setup Membership Type Directories & Categories
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Membership Types may associate to a particular Directory, and to a set of Directory Display Settings. Directory Display Settings control what information about a business or individual is displayed if you choose to publish a directory of members to your website. You may, perhaps, have different levels of listings based on membership type. A basic level might include just a business name and a logo, where as an enhanced listing may include photo galleries, videos, maps, etc. If a directory is tied to a membership type, the member will automatically be assigned to this directory.

 

To add a directory and directory display settings to a membership type:

 

  1. Click Setup in the Navigation panel.
  2. Click Types in the Memberships section. A list of membership types currently setup in your system will be displayed.
  3. Click the numbered link or the <No Directories/Categories> link in the Directories/Categories column for the Membership Type to which you wish to associate directories/categories.
  4. Configure the following:
    • Directory Listing: Click the blue plus sign to add a directory, and directory display settings to this Membership Type.
      • Select the Directory you want the members of this membership type to be included on.
      • Select the Directory Display that is automatically assigned to the member with this membership type. If needed, click the   to add a new directory display. Click Here for further information on Directory Display Settings.
    • Directory Categories
      • Display Directory Categories: Check the box to display directory categories to allow applicants to choose their category(ies) on the membership application. Choose the Category List you want your members to choose from. You are also able to select a minimum and maximum number of categories that each applicant is able to select.

  5. Click Done.
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