Account Membership

Account membership terminology can be confusing based on other systems use of this language. We'll try to clear that up here.

Definition of a "member"

A "member" in Church Directory, is any man, woman or child, at your congregation, that belong in the church directory.

This is not to be confused with being a "Christian", which is identified by your congregation.

Permissions

When someone is a member of your congregation in Church Directory, they have access to login to Church Directory and access your congregations' account; as long as they have an email address on file for their user account. (Or have setup alternate login options)

How to make someone a member

A member is "marked" as a member by being added to a Role that "indicates membership".

This flag on a Role can be set under the "General Settings" tab when editing a Role, and selecting the appropriate checkbox. Here's an example:

These default Roles were setup for you when your account was created.

NOTE: This method is only a Role that determines membership access.

Recommendations

It is highly recommended to follow some best practices for this special flag on Roles.

• Only make one Role "indicate membership" (usually the "Member" role).

• Only make one Group "indicate visitors" (usually the "Visitors" group).

  • There is no need to create a "Visitor role".