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Using Groups as a Filter in the Member Directory
Using Groups as a Filter in the Member Directory

Add a Group as a filter in the membership directory, with the option to make the filter public or lock down visibility to specific users.

Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

If your association has groups that other members would benefit from being able to search for in the member directory, such as Special Interest Groups (SIGs) or committees, you can not only create a directory of these records but also use it as a filter in larger directories using Groups.

Create Filter for Directory

1. Create a group in the admin section of Novi (Members > Groups) or select an existing group to edit.

2. In the group's settings, scroll down to the Member Directory Filter section. (If you are creating a new group, you'll see "This Group" as an option. Otherwise, it will actually display the name of the group.)

3. Check the box next to Show as filter on Member Directory, to add that group as a filter selection.

4. If you would like to lock down who is able to see this filter, select a group in the Filter Visible To field OR leave it blank to leave the filter available to the public.

  • As an example, in the screenshot above the filter will only show in the directory to members of the "Current Suppliers" group.

5. Click the Save button. Your filter is now ready to be added to specific directories as needed.

Add Filter to Directory

1. To add this filter to a directory, navigate to Members > Directories on the backend and open the directory (or create a new one).

2. In the directory's settings, scroll down to the Filters section.

3. Find the group you created in the drop-down and click on it. Then click the Add button on the right to add that group as a filter in the directory.

4. Click the Save & Close button to update the directory.

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