Members Directory
Searchable list of all members.
Set up Members Directory
The Members module enables management of organization members with roles, departments, and custom fields. Optionally, volunteer management can also be activated.
Overview
Section titled “Overview”The Members module offers the following features:
Search Function
Search by name, role, or department.
Filter Options
Filter by role, department, or status.
Roles & Departments
Define custom roles and departments.
Custom Fields
Define additional fields for members.
Volunteer Management
Manage assignments, shifts, and hours.
Prerequisites
Section titled “Prerequisites”The Members module requires:
| Prerequisite | Status | Description |
|---|---|---|
| Firebase Project | Required | For Firestore database |
| Firebase Auth | Required | For access control |
| Profile Module | Recommended | For extended member info |
Start Setup
Section titled “Start Setup”- Open Edit Mode in your app
- Go to Modules & Features
- Tap on Members Directory and then on Set up
- The setup wizard opens
Setup Steps Overview
Section titled “Setup Steps Overview”The Members setup consists of six steps:
Step 1: Introduction
Section titled “Step 1: Introduction”An overview of the Members module and its features.
What you’ll see:
- Title: “Set up Members Directory”
- Description: “Create a searchable directory of all organization members.”
Info Box: “The Members module extends user profiles with organization-specific data such as join date, role, and department.”
Included Features:
| Feature | Description |
|---|---|
| Members Directory | Searchable list of all members |
| Search Function | Search by name, role, or department |
| Filter Options | Filter by role, department, or status |
| Roles & Departments | Define custom roles and departments |
| Custom Fields | Define additional fields for members |
Step 2: Configure Firestore
Section titled “Step 2: Configure Firestore”Set up the Firestore Security Rules and Indexes for the Members module.
What you’ll see:
- Title: “Configure Firestore”
- Description: “Set up database rules and indexes for the Members module.”
Info Box: “Use the wizard to set up Firestore Rules and Indexes. You can choose between automatic and manual configuration.”
Buttons:
- “Start Firestore Wizard” - Opens the guided wizard
- “Rules are configured” - Confirms that rules are already set up
Step 3: Select Features
Section titled “Step 3: Select Features”Choose which information should be displayed in the Members directory.
What you’ll see:
- Title: “Select Features”
- Description: “Choose which information is displayed in the Members directory.”
Info Box: “These settings can be adjusted later in the editor.”
Available Display Options:
| Option | Description | Default |
|---|---|---|
| Show Join Date | Shows “Member since” in directory | On |
| Show Department | Shows department in directory | On |
| Show Member Number | Shows optional member numbers | Off |
| Allow Grid View | Enables switching between list and tiles | Off |
Step 4: Configure Directory
Section titled “Step 4: Configure Directory”Optional settings for the public members directory.
What you’ll see:
- Title: “Configure Directory”
- Description: “Optional settings for the public members directory.”
Info Box: “The directory can be made publicly accessible and contain featured members or categories.”
Note: “These settings are optional and can be adjusted later in the editor.”
Available Options:
| Option | Description | Default |
|---|---|---|
| Public Directory | Directory visible without login | Off |
| Featured Members | Display highlighted members | Off |
| Enable Categories | Organize members in categories | Off |
| Map View | Show members on map (if address available) | Off |
Details on Directory Configuration
Step 5: Volunteer Management
Section titled “Step 5: Volunteer Management”Activate management for volunteers and helpers.
What you’ll see:
- Title: “Volunteer Management”
- Description: “Activate management for volunteers and helpers.”
Info Box: “Manage volunteer assignments, shifts, and track hours with approval workflow.”
Note: “Cloud Functions for email notifications can be configured in the Setup Wizard.”
Available Options:
| Option | Description | Default |
|---|---|---|
| Volunteer Management | Enables all volunteer features | Off |
| Opportunities | Create opportunities for volunteers | Off |
| Self Sign-up | Volunteers can sign up for shifts themselves | Off |
| Hours Tracking | Track volunteer hours | Off |
| Hours Approval | Hours must be approved by admins | Off |
Details on Volunteer Management
Step 6: Done!
Section titled “Step 6: Done!”Your Members module is ready to use!
What you’ll see:
- Success confirmation: “Members Module Activated!”
- Description: “You can now add members and customize the directory in the editor.”
Next Steps:
| Step | Description |
|---|---|
| Define Roles in Editor | Create roles like Member, Board, Trainer |
| Create Departments in Editor | Create departments like Youth, Seniors, Tennis |
| Add Members in Admin Area | Add first members |
| Add Members Page to Navigation | Link the directory to navigation |
Tip: “Clicking on a member opens the full profile.”
Dependencies
Section titled “Dependencies”| Module | Status | Description |
|---|---|---|
| Firebase | Required | For Firestore database |
| Firebase Auth | Required | For access control |
| Profile Module | Recommended | For extended member info |
After Setup
Section titled “After Setup”After successful setup:
- Firestore rules for members are configured
- Firestore indexes for optimal performance are created
- Display settings are set
- Directory options are configured
- Volunteer management is activated (if selected)
- Members module is ready to use
Further Topics
Section titled “Further Topics” Configure Features Display settings in detail
Directory Options Public access and categories
Volunteer Management Assignments, shifts, and hours