Your Members Directory allows you to centrally manage all of your members and your teams within the one location.

Getting Started

Your Members Directory is made up of four main components:

Users View

All of your members who have completed the sign up process are listed under the Users view. This view includes the members' permission level, contact details, assigned team(s) and when they joined your account.

From here you can:

  1. You can invite new users by clicking "Invite user".
    For more information on the invite process please click here.

  2. You can change the permission set of each user.

3. You can bulk update the users to delete them or to add them to a team by clicking the checkbox next to their names:

4. Click on the name of the user to get an overview about the latest activity and to update your users assignments and permissions.
Click here for more information of the users view.

Filtering Users

In the top right corner you find the filter symbol. From here you can filter for your users depending on:

  1. Permission Level

  2. Licensed

  3. Teams

Your Team View 

Within your team view, the following options are available to you:

  1. Create a new team

  2. Go to the settings for each team, with these options:

Creating a New Team

To create a New Team:

  1. Select the + CREATE TEAM option

  2. Enter a name for your new team

  3. Add members to the team

  4. Choose a color of the team

  5. When you're finished, click SAVE and your team will be created!

Editing a Team

  1. Click the wheel cog icon next to the team

  2. Select the "Edit Team" option which will open a pop up window to edit the team details

  3. From here, you can edit the team name, add or remove users of the team, and modify the color of the team

Your Team Scoreboard

The Team Scoreboard is useful to review the effectiveness of your team in terms of the outreach programs.

Within the Team Scoreboard page, you can:

  1. View the overall Team performance

  2. Identify the top performing Organizer based on attempts, houses visited or highest conversion rate using the column sort option

  3. View an individual team members details by clicking on their name

  4. Filter your team's performance based on the following criteria:

  • Campaign Effort

  • Time range

  • Interaction app type

You can also access the Field Tracking page directly from the Team Scoreboard as well as editing or deleting the team:

Your Invites View

The invites view gives you an overview of the sent invites and the delivery status.

From here you can:

  1. Invite new users.
    For more information on the invite process please click here.

  2. You can bulk resend the invites or delete invites by clicking the checkbox of multiple recipients.

Your Member Map View

The Member Map View allows you to see all your member profiles on the map based on their latest location (either the location of their last saved interaction, or last login)
By clicking on the profile you gain a detailed overview of the members' activities.

Tip: If you zoom in or out on the map you will only see the profiles of the users who are located on the visible map section.

If you have any questions you can message use in app or email

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