This article covers how to customize staff directories in Constituent Manager, including controlling which information displays, managing staff editing permissions, and protecting email addresses from spam.
💡Quick answers
- Can I hide the 'View Profile' link? Yes. Disable it in Constituent Manager settings or in individual Composer elements.
- How do I hide specific field labels or data? Control field visibility in Constituent Manager > Constituent Roles > Profile Fields.
- Can staff edit their own profile information? Yes. Set which fields are editable for each role.
- How do I protect email addresses from spam bots? Use Contact Forms, password-protected portals, or icon-only display.
- Where do I find all the directory element settings? See the comprehensive Settings Reference for Directory, Profile, and Search formats.
In this article
- Display and visibility tasks
- Manage permissions and admin access
- Security and protection
- Setup and reference
Display and visibility tasks
Control what information appears in directories and who can see it.
Remove 'View Profile' links and name links from directories
Disable profile links globally across all directories, or in specific directory elements. Control whether constituent names are clickable and whether a separate "View Profile" button appears.
Hide field labels and control field visibility
Set which fields appear in directories and whether they're visible to all users or specific roles. Choose between Public (always visible), Private (user-controllable), or Hidden (never visible).
Customize constituent profile data (comprehensive reference)
Deep dive into field visibility, role-based display settings, display name customization, and which constituent roles can see which information. This is the technical reference for all field-level customization.
Manage permissions and admin access
Grant admin access to the constituent database and control which profile fields staff can edit on their own accounts.
Grant admin permissions in Constituent Manager
Assign granular admin permissions by role so administrators can manage constituent data, edit role configurations, and control who can access the directory.
Set staff editing permissions on their own profiles
Allow or restrict staff from updating specific fields like phone, email, bio, or photo. Set different permissions for different roles; for example, teachers might have different editing rights than other staff.
Security and protection
Protect staff email addresses and directory information from spam, phishing, and automated harvesting.
Hide directory emails from spammers: Strategies and options
Multiple strategies for protecting email addresses: password-protected portals, email icons versus text display, and secondary email addresses. Understand the pros and cons of each approach.
Protect email addresses in your directory with a contact form
Display a secure Contact Form instead of exposing raw email addresses. Families can contact staff directly without seeing their email, protecting workflows from phishing and spam.
Setup and reference
Build a directory and understand all available settings.
Create a directory page
Step-by-step guide to building a directory page in Composer using Constituent elements. Learn about Directory, Profile, and Search formats, and how to link them together.
Constituent element settings reference
Complete reference for all settings in the Constituent element. Use this when understanding what each toggle and option does for Directory, Profile, and Search formats.
Getting started
Choose a task from the sections above, or follow this general workflow:
- Build the directory: Start with Create a directory page to set up the basic structure in Composer.
- Customize what displays: Use Hide field labels and control field visibility to control which staff information appears.
- Set security: Use Hide directory emails or Protect email addresses to protect staff.
- Enable staff self-service: Use Set staff editing permissions to let staff update their own information.
- Fine-tune the details: Use the Settings Reference to understand and adjust all available options.
Pro tip: Customize constituent profile data
For a comprehensive technical reference covering all field-level customization, see Customize constituent profile data.
Comments
Please Sign in to leave a comment if you don't see the comment box below.