Getting started: set up your member directory

By the end of this guide, you’ll have a working member directory with the right visibility, displayed fields, and privacy defaults. It takes about 15 minutes.

What you’ll need

• An admin account with the directory:configure-instance and directory:configure-privacy-defaults permissions.
• At least a few members in your organization (or a plan for which fields you want to display).

Step 1 — Create a directory instance

1. In the admin sidebar, select Directory.

2. If this is your first directory, select Use the default member roster. MapleGather creates a members-only directory with standard fields and takes you to the directory’s detail page.

   Or select Create custom directory if you want to name it differently or set a different visibility right away.

You should now see the directory’s Overview tab.

Step 2 — Set visibility

1. On the Overview tab, find Who can see this directory?
2. Choose one of three options:
   • Public — anyone can browse without signing in. Good for prospect-facing associations.
   • Members only — only signed-in members can view the directory.
   • Restricted — only members with specific levels or tags can access it.
3. Select Save changes.

You should now see your visibility choice reflected as a badge next to the directory name.

Step 3 — Configure which fields appear

1. Select the Fields tab.
2. For each field you want members to see on the directory card, check Show on card.
3. For each field you want on the member’s full profile, check Show on detail.
4. For fields you want members to be able to search by keyword, check Searchable.
5. Drag the ⠿ handle on any row to reorder the fields.
6. Select Save changes.

You should now see the field count update in the summary line above the list.

Step 4 — Set org-level privacy defaults

Privacy defaults control what visitors see for new members who haven’t set their own preferences.

1. In the admin sidebar, select Directory, then select Privacy defaults.
2. For each field, choose Public, Members only, or Hidden as the default.
3. To prevent members from changing a field’s visibility, check Lock this field.
4. Select Save. These defaults apply to new members from now on.

You should now see “Defaults saved” and your settings are ready for new members who join.

Step 5 — Add filters (optional)

Filters help members narrow the directory to find specific people.

1. Return to your directory and select the Facets tab.
2. If you see “No eligible fields — mark fields facet-eligible in the Fields tab,” go to the Fields tab and check Facet-filterable for the fields you want to use as filters, then come back.
3. On the Facets tab, select the fields you want to offer as filters.
4. Filters are saved automatically.

What you’ve set up

You now have a working member directory with configured visibility, displayed fields, and privacy defaults. Next, you might want to:

• Configure multiple directory instances — if your organization needs a public “Find a Member” directory alongside a private roster.
• Preview the directory in admin mode — to confirm it looks right before sharing it with your members.
• Set org-level privacy defaults and lock fields — to review your defaults in detail or apply them retroactively to existing members.