Overview
The member directory is where your community comes together to search, connect, and discover — alumni finding former classmates, donors seeing who's in their network, students looking up, faculty, and recent graduates.
Admins have full control over what appears on each member card and which filters are available to members, directly from the admin panel. Education and employment details like Course, Employer, and Designation are available to show on cards alongside the standard member information. The directory also meets WCAG 2.1 AA accessibility standards, so it works for every member — including those who use keyboard navigation or screen readers.
If you're currently on the old directory, you'll need to switch to the new directory to access these capabilities. Your old directory will continue to work as-is until you make the switch.
Preview and Switch to the New Directory
Go to Tools → Member Directory
Click on
Preview to see how the new layout looks
Switch to move to the new version.
Recommended: Explore the new configuration options, preview the new directory based on the configurations you make, and then make a decision to switch.
Your old directory stays as-is until you make the switch, and you can switch back at any time.
Once you switch, every member who visits the directory page will see the new experience — alumni, students, faculty, and staff. No action is needed from members.
What Members See
The directory is designed to make scanning easier and finding the right person faster.
Member cards show name, affiliation (Alumni, Student, Faculty, Donor, etc.), and whichever fields you've configured.
If a member hasn't filled in a particular field, it simply doesn't appear on their card — no blank spaces or "N/A" placeholders.
Filters sit in a compact sidebar. You decide which filters are available and how they're grouped — for example, Education, Employment, Location, or any combination that makes sense for your community.
Counts update live as members apply filters — selecting "Boston" in a Location filter, for example, updates every other facet count to reflect what's available within that result set.
Search, sort, and a map view are available at the top of the results.
Members can switch between a grid of cards and a map showing where alumni are located.
On mobile, filters move into a slide-up sheet so they don't take up screen space on smaller devices.
Configuring the Directory (Admin)
The directory configuration lives under Tools → Member Directory. There are two tabs: Profile Summary (controls the card layout) and Filters (controls what members can filter by).
Profile Summary
The Profile Summary tab controls what appears on each member card. It has 3 sections:
1. Avatar/Profile Image
Choose what appears when a member has no profile photo: initials, a default illustration, or a custom uploaded image
2. Member Information
The following settings can be set up differently for every affiliation.
Set the name format — choose from first name, last name, middle name, maiden name, and nickname
Add tags on the profile card to show the record's status
Registered
Deceased
Opted as Mentor
Set additional tags to show Affiliation and Class year
Set up fields from Education and Employment to show on the Profile card. Upto 3 fields can be added to the profile card.
3. Contact
Show or hide the Send Message button - Members can send a message via email through this option.
Show or hide the Send Invite button - Members can invite someone to join the platform.
Filters
The Filters tab lets you control which filters members see in the directory sidebar. You can create, edit, reorder, and remove filters to match what's relevant for your community.
To add a filter:
Go to the Filters tab in Alumni Directory Settings
Click + Add filter
Enter a Filter Name — this is the label members will see in the sidebar (e.g., "Education," "Employment," "Location")
Under Fields, select the data fields you want included in this filter. You can add multiple fields to a single filter group.
Click Save Changes
To manage existing filters:
Reorder filters by dragging them using the handle on the left
Edit a filter by clicking the edit icon to change its name or fields
Remove a filter by clicking the delete icon
Filters are entirely flexible — you decide how to group and name them based on what makes sense for your members. For example, you might create separate filters for "Education" and "Other Education," or combine career-related fields under a single "Employment" filter.
Accessibility
The directory meets WCAG 2.1 AA standards throughout:
Keyboard navigation — all filters, cards, sort menus, and pagination work without a mouse
Screen reader support — appropriate labels and landmark regions throughout
Color contrast — AA threshold met across the full interface
Focus indicators — visible and unambiguous on all interactive elements
If your institution requires formal accessibility documentation for procurement or compliance, contact your customer success representative.
What the Directory Is Not
It's not a replacement for the member profile page. The card is a summary — clicking a card takes the member to their full profile, which holds much more information than what appears on the card.
It doesn't change how members update their data. Members continue to update their education and employment from the same places they always have. The directory configuration only controls what's displayed on the card.
FAQs
Can I switch back to the old directory after enabling the new one?
Yes. Go to Settings → Alumni Directory Settings, click the three-dot menu (⋮), and select the option to switch back. Switching does not delete any data or reset your configuration.
Do members need to do anything when I switch?
No. The switch happens on the server side. The next time a member visits the directory, they see the new experience automatically.
Will my existing filter and search settings carry over?
Your previous filter configuration doesn't transfer automatically because the filter structure changed. You'll set up filters fresh using the Filters tab — you can create filters that match your community's needs.
What happens to members with empty education or employment records?
If a configured field has no value for a member, that field simply doesn't appear on their card. There's no blank space, "N/A," or placeholder — the card stays clean.
Can I show more than 3 fields on the card?
No. The 3-field limit keeps cards scannable, especially in a grid with hundreds or thousands of members. The full member profile is the right place for additional information.
Can I have two pill fields on the card?
No. Only one field can render as pills; the rest render as text. This keeps the visual hierarchy clear and prevents cards from feeling crowded.
Why does the Education field show only the most recent record?
Cards have limited space, and displaying every education record a member has would overwhelm the layout. The most recent entry is the closest single answer to "what's their education?" for most people scanning the directory. Members who want to see all records can click through to the full profile.
Why does Employment only show the current job?
Same principle — the card surfaces the most current information. Past roles are visible on the full profile, not the card.
Is the directory available on mobile?
Yes. The directory is fully responsive and works on phones, tablets, and desktops. On mobile, filters appear in a slide-up sheet instead of a sidebar.
My old directory had a "Similar Skills" filter — where is it in the new one?
Skills is not available as a separate field in the new directory. If skills were important to your community, the Profile Body configuration can display Majors or other fields that capture similar information. If this is a blocker for switching, reach out to our support team.
How do I get help if something doesn't work after switching?
Reach out to our support team. If something on the new directory isn't working as expected, include "new directory" in your support request so it gets routed to the right team.







