Online Directory with Member Access

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    bonnie

    Is there a sample that you have which we could send out to our members that we would include in an online directory basically giving their consent to being included in an online directory? 

    I am just wondering about Canadian Privacy laws for sharing information.

     

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    kathleencapshaw

    If you create the tag online directory... and invite members.. then you need to back and add the tag to their profile in a second step, correct?

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    Emily W.

    Hi @kathleecapshaw!

    Great question. Yes, once a tag is created, you will have to add people to that tag, even invited members. Here are some resources that might be most helpful!

    Tags Video

    Bulk Assigning or Unassigning Tags

    Happy Breezing! 

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    kathleencapshaw

    Trying to determine how to have minors listed but not their emails and phone numbers...  would like teens to be members and participate in the online directory but not share their emails and phone numbers...

     

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    Emily W.

    Hey @kathleencapshaw!

    Absolutely! Navigate to People<Export<Directory<Group by family<Custom template<Scroll down to Children section below and make sure just names are listed as shown here: 

     

     

     

    Hope this is most helpful. 

    Here is an additional resource:Creating & Customizing a Printed Directory

    Happy Breezing!

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    kathleencapshaw

    Hi.. Thanks but Emily I was referring to someone logged in to the online directory. and not a print export. Where as you can view parents main contact or phone only but not children who would have emails or phone they wouldn't want listed. 

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    Micah M.

    Hey Kathleen! Micah here, stepping in for Emily. Thanks so much for the clarification here! You can absolutely keep these numbers and emails hidden by marking as "Make Private" in their profile. See this screenshot:

    Here's a helpful resource on this as well: Private Data
    Happy Breezing!

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    barefootjeremy12345

    When using the link to create a member account, it tries to match an existing email and name. If I’m a visitor it give me an error trying to sign up. Is there a way to make this open for visitors to sign up?

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    Emily W.

    Hello @barefootjeremy12345!

    For added security, if a user does not yet have a profile within your database (or that profile doesn't have an email address), a church administrator will first need to create/update their profile before they can create an account.

    They have to have an email address to create an account.

    Here is a great resource that includes more information on creating accounts within Breeze:

    Allowing Members to Have an Account in Breeze

    If you have any additional questions, please don't hesitate to reach out to our team via phone or email, we are here and happy to serve y'all!

    Blessings! 

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    barefootjeremy12345

    Thanks Emily. Let me rephrase.
    What’s the best way you have to get visitors added to the database without church admin intervention? Is that possible from a form they can fill out and then they are in the DB?

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    Ashley Lynn

    @barefootjeremy12345 Ashley here stepping in for Emily. There are two ways to accomplish this. 

    1. Follow the steps in the adding visitors in Breeze article to easily add visitors to your database at Check-In. Make sure you have your event settings set up to gather the proper information at Check-In, such as email (and any other fields you would like filled in). When a person is added at check-in they are added directly into your database. 

    2. Create a Form and have Visitors fill out the form. This would still require an Admin or someone going into the form and connecting the form entries with a person

    You may find the article Tracking and Turning Visitors into Members helpful! 

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    jduke

    I'm curious if there is a way to produce an online directory with member access that groups family members together. We previously used a directory app that listed families by last name and separated them into connected family groups. 

    Example: Smith, Jim and Emily

                               Jimmy Jr., Emilia, Baby brother

                     Smith, Bill and Barbara

                                Billy Jr., Barbie

    I expect that most churches have extended families and even unrelated persons of the same surname. We presently have two unrelated families with the same last name. Both families have 2 female children. 3 of the 4 girls and one of the moms have names beginning with "L." A directory grouped into family units could really help avoid confusion.

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    Stephen Ivey

    @jduke

    Thanks for reaching out to the Forum! Exporting a Directory that includes Parent and children / Families is something that Breeze does very well! This would be the Article you're looking for: Creating & Customizing a Printed Directory

    I hope this helps! Please let us know how we can continue to serve you ! 

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    jduke

    @Stephen,  Thanks for your response. Yes, the printed directory feature works fine, but that's not what members using the app find when they use the app to access the online Member Directory. We are interested in the online access part rather than a printed directory. They see individual people listed alphabetically, not grouped into family units. Can we get that same electronic result through the app as one can make with the printed directory feature??

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    Stephen Ivey

    @jduke

    Yes, you would simply need to make sure that they have the permissions to View PeopleOf course, you'll want to make sure that you're only giving them access to see the things that you want them to see. But this will essentially be how any "online directory' works. 

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