You can create an online directory in Breeze with the use of Member Access. This allows your members to connect with each other while you maintain control over what information is shared.
How to Create an Online Directory with Member Access
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Create a Tag: Start by creating a tag named something like "Online Directory." Add all the individuals you want to appear in the directory to this tag. You can do this from:
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Edit Member Role Permissions: Next, edit the "Member" role in the "Users and Roles" section. Give members permission to "View" all individuals with the "Online Directory" tag.
Important Note about Dashboard Widgets: Granting "View" permission for people will add certain widgets to member dashboards, such as "People added in the last 7 days." Admins cannot remove these widgets; only the member can edit their own dashboard. -
Refine Profile Visibility (Optional): If you don't want members to see everything on a person's profile, adjust the "View" permission settings under "People." You can control access to specific details like phone numbers, email addresses, or family connections.
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Invite Members to Breeze:
Now that you've set up your directory tag and permissions, invite your members to join Breeze with Member Access!
Member Access gives individuals limited access to Breeze. They can see their own information and, optionally, their giving history, attendance records, other members in the directory, groups they belong to, and the ability to donate online through previously-used payment methods (i.e. a specific credit card, debit card, or bank account).
You can invite members in these ways:
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Member Experience: When members log in, they'll see a "People" section containing only individuals from the "Online Directory" tag. They can click on a person's name (or search for them) to view more information, depending on the permissions you've set. What your Members see in the Online Directory will depend on the permissions that you've given them.
Note: To offer an opt-out option for the directory or hide specific profiles, check out our resource: Offering an Opt-Out Option in the Account for the Online Directory
Understanding the Differences Between Admin and Member Views
Here's a comparison of how the directory and other features might appear differently to admins and members:
Dashboard
The Dashboard is more "individual-oriented," with "My Profile" and "Online Giving" as options for Members and the ability to Customize the Breeze Dashboard with widgets based on the user's specific role permissions.
Admin Dashboard:
Member Dashboard:
People Tab
Members can't see all people, have no access to the Action Panel, and can't Add a Person.
Profiles
Not all information is visible to members, depending on your permission settings.