The Attendee and Catalog Directories

Overview

Attendee and Catalog directories appear in the dashboard for catalog administrators to search for administrators of other catalogs, or for attendees or site members and view the person's contact card or send a direct message. Directories are customized by the site administrator who defines the columns that appear in the directory table, the search filters, and the fields that appear in the contact card. 

In this article:

1. Log into the site
2. Go to your dashboard
3. Navigate to Directory
4. Search for individuals
5. Interact with individuals

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Step by Step Walkthrough

Step 1 - Log into the site

Find the “Login” button in the upper right-hand corner of the site’s homepage or login directly from the site’s login screen.

Step 2 - Go to your dashboard

If you are not taken to your dashboard after logging in, click your name and then "My Dashboard" in the upper right-hand corner of the site.

Step 3 - Navigate to Directory

From the dashboard, select Directory in the left-hand side navigation bar.

Step 4 - Search for individuals

• Click the "Catalog" tab to search for administrators of other catalogs.
• Click the "Attendees" (or Members) tab to search for attendees.
• Click the "+Add Filters" button to refine your search and select the column you'd like to search by, and then the field you would like to use to narrow down your search.
• Click the contact card icon to view information on the individual.

Step 5 - Interact with individuals

• Select the contact card in the far right column to view additional information about the individual.
• Click the "Message" button to send that person a message.