Directory - Add Members

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Directory - Add Members

Directory - Add Members

The Directory system allows you to create and manage Members specific to your organization. This includes adding programs, sharing across multiple facilities or schools, managing schedules, providing precepting details, and license information.

Step 1:

From your home screen, click on the "Directory tab and from the drop-down select "Members".

image shows directory tab

Step 2:

Verify if the Member's account has been added. Once on the appropriate Member Type, you can review the list or use the "Search" bar to see if the Member has been added.

image shows search field

NOTE: You may need to toggle between the Member Types.

Step 3:

Once you have verified the Member has not been added, you can select the "Create New" button.

image shows create new tab

Step 4:

Enter the member's information, then select "Save".

image shows fields to create new member

NOTE: While entering the member's information a panel well show to the right of Possible Matches. These matches look across all entities which you are affiliated with.

To select the possible match

Step 1:

  • Click on the link to be taken to that entity Edit Member screen.
  • To use this member click the "Share" button in the Navigation panel.
  • Select a "Directory Entity" that you would like to associate this member with.
    • If you cannot find the Entity you wish to associate the member with, you will need to add a new Directory Entity with this current entity as well as the entity where you originally wanted to add the member if you have not already done so. See our Help Desk article: Directory - Add Entities on how to add a Directory Entity.
  • Skip to Step 3

Step 2:

Next, select the "Connection" tab. Here, you can select the type of member and the program and select Save.

image shows connection tab under navigation

Step 3:

If you would like to share this Member across multiple campuses or programs, select the "Share" tab.

image shows share tab

Step 4:

If you would like your students to view these members, then you can navigate to the Preceptor tab and update the Public Profile toggle to "Yes" and select "Save".

image shows preceptor tab

NOTE: If you would like to add additional information for the Preceptor, you are able to provide additional preceptor information, their schedule, and their license information.

If you have any questions in regards to completing these fields, please contact ACEMAPP Support.

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