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