Directories

Directories are for showing information about leaders and other important people in your union. You may want to create a way for your membership to view information about their executive board, committees, stewards at a particular location, or business agents. The directories should help your members find the people that might be able to help them solve a problem and give recognition to the people building the union.

Directories can be Marked as Representation for a specific bargaining unit. Any directory marked as representation will appear under the Find My Representation section of the app for members of that bargaining unit.

Directories can only display people you have already added to the People Database. Once a person has been added there, they can be added to one or more directories.

Creating a Directory

1. Log in to the app manager.
2. Open the Directories listing under the bargaining unit, group, location, or Union-Wide Resources where you want the directory to live. A directory under a bargaining unit is only visible to members of that unit; one under Union-Wide Resources is visible to the entire local.
3. Click New Directory in your section name.
4. Enter a Name and click Create Directory.

Finding a Directory

Each directory listing shows the directories in that section. Use the search box at the top to filter by name, and check the people-count badge next to each directory name to see how many people are in it. Clicking a directory’s name opens its Manage/Reorder People page (see below).

The green dropdown arrow next to a directory’s Edit button holds View directory, Manage/Reorder People, and the directory’s other options (such as Make Representation, Choose who sees this, and Delete).

Viewing a Directory as Members See It

Choose View directory from the dropdown to see the directory the way members see it in the app.

• In this directory (left) lists everyone in the order the app shows them, numbered. A title set for this directory only is marked · this directory, and a chat bubble marks people members can chat with.
• In the app (right) is a preview of the phone screen: the list with its Search by title or name box. Click someone on either side to see their screen in the app, then Contact to see the options members get. It shows Email, Call, and Chat only when they’re available for that person, including what’s ticked under How members can contact them on their People Database entry.
• Pills under the name show where the directory lives (for example Local-wide or a bargaining unit name), Shared from another local if it is shared, and Representation directory if it is marked as representation.
• Buttons at the top go to Manage/Reorder People and Edit directory. An empty directory says “No one is in this directory yet” with an Add people link.

Manage/Reorder People

Adding people to a directory, removing them, setting their titles, and putting them in order are all done on one page. Open it by clicking the directory’s name in the listing, choosing Manage/Reorder People from the dropdown, or clicking Manage/Reorder People on the directory view page.

The page has two panels:

• In this directory (left) — the people in the directory, in display order. Drag the handle on the left of a row to move it. The ··· menu on each row has Move to top, Move up, Move down, Move to bottom, and Remove from directory. Each row’s Title applies to this directory only; editing it never changes the person’s People Database entry.
• People Database (right) — everyone who can be added. Type in Filter by name or title to narrow the list, then click a person (or their green +) to add them. New Entry creates a new People Database entry without leaving the page.

• New people go to the top of the directory. Drag or use the menu to move them.
• To remove someone, choose Remove from directory from their menu, or drag their row onto the People Database panel. They show up at the top of the People Database list right away, and a message offers Undo for 6 seconds (clicking them in the People Database during that time also undoes it). Removing someone from a directory does not delete their People Database entry.

Changes save automatically — there is no Save button. When you’re finished, click Done in the upper right to go to the directory view.

To assign one person to several directories at once, see Managing Directory Assignments. To add several people to one directory at once, tick them on the People Database list and use Add to Directory.