Leader: Members Directory

Manager members across your organization

Updated over a week ago

The Members Directory brings all of your team together for the first time in one place. You will get an overview of every user on our new map view, see their level of activity, as well as contact them.
It can be accessed from the Leader view of your organization:
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Along the top, you will see key stats as the number and types of members you have from across all of your individual Divisions and Accounts.

In the menu bar highlighted above, you can:

  • Switch between the List and Map view of our Members

  • Toggle between active members and those who have been invited but not yet registered

  • Toggle which columns of Member data we want showed within the table

Selecting Invite Member will allow you to invite a new Member to the Leader view:

  • A Leader Manager will have full access to the Leader dashboard

  • A Division Manager will have comparable access, but is limited to views of that Division to which they are invited

Note: Divisions are configured by Leader Owner and Leader Managers from the Leader homepage.

Clicking into an individual user will provide an overview of them, as well as the ability to Email, Call, and Text them, depending on available contact details.

Assigning Members to new accounts and changing their permission level

If you need to change a members permission level or assign them to a new or extra account

  • From the Leader level

  • Select Members Directory

  • Select the name of the person you need to adjust

  • Select the edit icon

  • From here you can change the permission level up or down

  • You can add the member to as many different accounts or remove them from accounts

Should you have any questions you can contact us using the chat box on the bottom of the screen or at support@ecanvasser.com

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