How to Invite Members to Your Directory

Do more with your Directory when you invite your members to log in to their accounts! Your church community should connect beyond the walls of your building, and your Directory is a great place to start. Members can share contact information, connect through Groups, and update their own information once they access their accounts.

How to Invite Members to Your Directory

  1. Add members to your directory easily by importing a CSV file. Alternatively, members can be added individually in the People section of your Admin Menu or by requesting access.
  2. Once a member is added, click their name in the People section of your Admin Menu.
  3. Within their Profile, click Send invite
  4. On the confirmation screen, you’ll see that this will reset the user’s password and send a new password via email. Click Continue to send the email.
  5. The member will then get the below email with a link to log in with the provided password.

Once they have logged in, members can reset their password, add a picture, update their contact information, connect members of their household, interact with Groups, and see their Giving history!

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