Directory: Manage Members

The Directory system allows you to create and manage accounts specific to your organization. This includes adding programs, sharing across multiple facilities or schools, managing schedules, and providing preceptor details and license information. This also allows your students and faculty to view this directory list. This list is specific to your organization only.

Adding Directory Member

Step 1:

From your home screen, click on the "Directory tab, and from the drop-down, select "Members".

Step 2:

Verify if the name already exists. You can use the "Search" bar to confirm.
You may need to toggle between the Member Types.

Step 3:

Once you have verified the name has not been added, you can select the "Create New" button.

Step 4:

Enter the member's information, then select "Save".

While entering the member's information, a panel will show to the right of Possible Matches. This is to assist with avoiding adding duplicate names

Moving Directory Member to Inactive

Inactive members will not be able to be assigned to rotations or selected for Case and Time Logs by students.

Step 1:

Find the member in the table and click the "Edit" button in the Action column.

Step 2:

Change the member's status from "Active" to "Inactive".

Step 3:

Click "Save" to confirm and save the change.

Attaching Directory Member to an Entity

Step 1:

Click on "Directory"from your dashboard, then select "Members".

Step 2:

Find the member you want to work with and click on the "Edit" icon.

Step 3:

While on the Edit screen, click "Share".

Step 4:

On the Share screen, search for the Entity for which you wish to add the member. Select the Member Type and the Program associated with the member. Click "Save"to save your changes.