This article...
- Explains how the Member Directory allows searching for users by name, company, email, and location.
- Details options for customizing search scope, including broad searches and focused, multi-field queries.
- Describes how privacy settings control profile visibility and searchability in the directory.
- Clarifies Super Admins' ability to search for all users, including non-members, using the Find Anyone tab.
The Member Directory is the "people search" tool in your community. It provides a convenient way to find other Members and to then, quickly and easily:
access their profiles,
send them a message, and/or
add them as Contacts.
NOTE: This article describes the Member Directory experience in terms of the "out-of-the-box" Higher Logic site configuration. The Member Directory nomenclature is customizable; so, some of the terminology and labels on your site could differ from what's documented here. For example, the Member Directory could be renamed to "People Finder" or the Find Members button might be relabeled as Go Find!
Access the Member Directory
In the main Navigation Bar, click Directory as shown in the examples below.
Additional Directories
If your site licenses any of the optional modules that Higher Logic offers, there might be additional Directories in the Directory dropdown menu in your site.
The image on the right, above, shows the Company Directory, the Experts Directory, and the Mentoring Directory. These other modules are licensed in the site and an Admin has added them to this menu.
NOTE: These dedicated directories search for Members whose profiles indicate their participation in the respective (Expert and/or Mentoring) programs.
Member Directory searches
The Member Directory opens on the basic Search tab that is available for all community users:
An additional tab, Find Anyone (Admin), displays only to logged-in Super Admins; it is described in the Admin-specific article, Directory Overview.
Search tips & notes
The search fields are not case-sensitive. You can specify "VIR" or "Vir" or "viR" to find "Virginia."
Any of these fields can be used alone or in conjunction with other fields to find one member or multiple members who have something in common. For example, you could search by:
- Last Name to find the one or the handful of Smiths in your community.
- City to find the six members who you know live in Sydney or Toronto.
Each of these fields will search on as few as one letter.
Community sites are customizable, so the search results might display in the lower part of the search page or on a new page.
The fewer/less criteria you provide, the more broad the search results will be:
- Broad search - If you search on "jo" in the Last Name field, you get "Johnson," "Johnston," "Joiner," and "Jones" in your results.
- This scope of searching is ideal when you don't have "precise" information or you want to find multiple members who have a high-level commonality.
The more criteria you provide, the more focused the search results will be:
- Focused search - If you search on "john" in the Last Name field, your results will be limited to "Johnson" and "Johnston" (from the above example).
- This is the better method when you have some "precise" information because it serves up fewer results for you to sift through.
A community member is not returned in search results if the member:
- is not included in a Security Group that grants "membership" privileges or
- has hidden their profile as described in Exclude yourself from Directory searches, below.
The State/Province field is enabled only when a Country has been chosen AND then it presents only the selected country's states/provinces.
Basic search
This is a simple search that enables you to find users by First Name, Last Name, Company Name, and Email Address. There are also City, Country, and State/Province fields that accommodate region-based searches, rather than personal data.
To search for members:
- Specify search criteria in one or more fields.
- Click Find Members.
The search results display in the lower part of the page. You can:
- Click Back to Search Options to specify more or different criteria if the results are not what you expected.
- Click Export to generate and download a .CSV or .XLS version of the list of results.
NOTE: The exported file will respect any sorting (such as reverse alphabetical order) that has been applied to the results list. To learn more, see Export Search Results.
- Click the dropdown options to sort the list.
NOTE: The Name sorting is on last name.
Search results actions
In the results list, you can:
- Click a member's name to access their profile.
- Click a member's email address to send a non-system message using your default email client.
- Click Add as Contact to send an invitation to connect.
NOTE: Click Remove Contact to disassociate from an existing Contact. See Connect with Other Users to learn how to add and manage your Contacts.
- Click Send Message to send a system-based message to the member.
Map icon in addresses
If a user has provided their address information in their profile, a map icon displays next to their address in the search results, as shown below.
You can click the map icon to open Google Maps in a new tab with the map centered on and pointing to the address.
Exceptions notes
The map icon and its functionality are dependent on Admin settings and each user's privacy settings. There are a few circumstances under which the icon doesn't display or behaves differently.
- The map icon does not display if a Super Admin has disabled the associated setting. Super Admins can refer to Hide Map Icon setting, below, for information.
- The map icon functionality respects users' privacy and display settings which could affect what displays, as demonstrated in the Privacy Settings example below.
EXAMPLE: In a user's profile, the user has hidden their street address by setting Address Lines = Only Me. The user has not hidden their city, state, and zip because this field is set to display to members. The map icon will display in the search results; however, when it is clicked, the map that opens centers on the city but the street address is not indicated.
Exclude yourself from Directory searches
Your account Admins set account-wide default privacy settings for user Profiles.
However, because it's your personal information, you can manage some of the places in which your information displays and to whom. The Member Directory is one of those places.
To manage whether your record displays in the Directory:
- Access your Profile.
- Click the My Account tab and choose Privacy Settings.
- At the top of the Privacy Settings page, locate the I would like to be included in the member directory and community rosters setting and set it to:
- No to exclude your database record from Directory search results.
- Yes to include your database record in Directory search results.
To learn about other customizable settings in your personal profile, see the Manage your own User Profile section of the knowledge base, especially the Privacy Settings section of Manage Your Profile Preferences.
Hide Map Icon setting
You can manage whether the map icon displays with users' addresses in the search results. To do so:
- Access the Member Directory page in the CMS.
- Click the ellipsis icon and choose Edit to open Page Designer.
- Locate the Directory Search widget that outputs the directory results, and click the pencil icon to edit the widget.
- Scroll down to the Hide Map Icon Based Upon the User's Primary Address? setting and toggle it to Yes (hide the icon) or No (show the icon).
- Click Save. And then save and publish the page.
Related articles for Admins
- To learn how to create Demographics and make them searchable, see Profile Demographics.
- To learn how to limit search results based on a user's distance from an address, see Directory Radius Search & Higher Logic Interactive Map.