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Invite people to the directory

The directory is a private place for the people in your church to communicate with one another. Only people invited to the directory can see the others or share their information. When you invite someone, they will receive an email with their contact information and the option to approve their listing in the directory. Each invited person can choose the information they want to show about themselves or their household.

When you invite people to the directory, a warning message prompts you to verify the identity of the invited people before adding them. This extra check helps keep your account secure!

Tip

Congregants can log into Church Center anytime to customize or remove the information they share with other people in the directory.

Invite multiple people

You can invite multiple people to the directory from three different places. Expand one of the sections below to see how to invite a group of people from that place.

Church Center settings page

  1. On the People page, select the ⚙️ gear icon.

  2. Choose Church Center Settings from the dropdown menu.

  3. In the Directory Invite section, select people to invite by searching for individuals or choosing from lists.

  4. Select the Invite people button.

Bulk actions

  1. On the People page, select the ⚙️ gear icon.

  2. Choose Bulk actions from the dropdown menu.

  3. In the Bulk action popup window, choose people by searching for individuals or selecting an existing list.

  4. Select the Select an action button.

  5. Choose Set directory access from the dropdown menu.

  6. Select the Select a value button.

  7. Choose Invite to directory from the dropdown menu.

  8. Select the checkbox next to Send welcome email.

  9. Select the Perform action on people button at the bottom of the popup window.

modal_bulkaction_people_page

List

This option allows you to invite everyone on a list to join the directory.

  1. From a list's Results tab, select the ✏️ edit icon.

  2. In the Bulk action popup window, select the Select an action button.

  3. Choose Set directory access from the dropdown menu.

  4. Select the Select a value button.

  5. Choose Invite to directory from the dropdown menu.

  6. Select the checkbox next to Send welcome email.

  7. To finish, select the Perform action on people button at the bottom of the popup window.

modal_bulkaction_list.png

Invite an individual

A manager can invite an individual directly from that person's profile page.

  1. Select the People page from the top navigation bar.

  2. Select the first or last name of the person you'd like to invite to the directory from the list.

  3. To the right of their profile page, select Invite to directory in the Directory Status section.

  4. In the popup, review the profile creation date and ensure that you know the individual's identity. If you're sure that you want to add them, select Yes, invite to send the invitation.

View people who have access and are listed

People invited to the directory will have access, but their information will not be listed until they share it. Here's how to see who has access and who is listed.

  1. Select the People page from the top navigation bar.

  2. Select the Filter button in the top left.

  3. Select the ⊕ plus icon next to Directory Status.

  4. In the dropdown, select the checkboxes next to Can view and Is listed.

filter directory_arrow.png

You can help people list their information in the directory in two ways.

  1. Remove the access granted in the original invitation and send them a new one. From the Directory Status section on their profile, select Remove from directory and then select Invite to directory to send them a new invitation.

  2. Send them a link to your directory page in Church Center, where they'll see the option to share their information. 

View people who have declined invitations

Some congregants may choose not to be listed by declining their invitation to join the directory. Invite declined will show in the Directory Status section of their profile.

To see everyone who has declined so that you can follow up with them or remove their permission to the directory, create a list with the condition to include People > Directory > Declined invitation.

list_declined_invitations_spotlight.png

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