Accessing Your Church Directory
Accepting an Invitation
When you receive an invitation to join your church's online directory, you will see two links in the email. The shorter one is your directory home page, which you should bookmark for later use. The longer one is your private invitation link. You should click this link to set up your online directory account.
When you click the invitation link, you will be taken to the invitation acceptance page. You should see the name of your church, and your email address displayed on this page. You will also see a text field where you can enter a password. Enter the password of your choosing, and then repeat it in the Confirm Password box. Whatever you enter here will be your private password to access your online directory. You will use this password along with your email address to log in to your directory in the future.
Once you set your password and click Save, you will be taken to your directory home page. This will be the same as the shorter link you saw in your invitation email. You should bookmark this page for future reference.
Your Directory Login Page
If you are not logged in when you try to go to your directory home page, you will be shown the directory login page instead. Simply enter your email address, and the password you created to log in and access your directory. If you cannot remember your password, click the Forgot password link, and follow the instructions on that page.
How to Use the Dashboard
The home page of your online directory is called the Dashboard. This page shows you several different pieces of information at a glance.
- A list of recent updates to the directory.
- A list of upcoming birthdays.
- A map of everyone in the directory.
- The church address and phone number.
- The names of the online directory administrators.
If you want to take a closer look at the map, click on it to go into fullscreen mode. In fullscreen mode, you will be able to drag the map around, and click on the markers to see people's names and addresses. When you are done, click the Close button in the top right-hand corner to exit fullscreen mode.
How to Browse the Directory
The main directory listings can be found under the Directory tab. Families will be listed alphabetically with their pictures on the right-hand side. On the left-hand side you will see the list of pages in the directory. If your directory is small, there may only be one or two pages, but large directories may have fifteen or twenty. The pages may be grouped into several sections, depending on how your administrator has organized the directory.
You can click on any family to see more details. When you are on the family detail screen, you will see the family picture, their address & phone number, and a map. Below this, you will see details about each family member under each of their names. On the right-hand side you will see a links for driving directions, and vCard export.
You can click on both the family picture and the map, to zoom in.
How to Search the Directory
A good way to find someone in the directory quickly is to use the search field. This is always located on the far right side of the tab bar. Enter the first or last name of the person you want to search for, and press Enter. If there was only one person with that name, you will be taken directly to their family page. If there were multiple people found, you will be shown a list from which you can choose the person you were looking for.
How to Update Your Information
Every member of a Courtyard church directory has the ability to update their own information. To do this, log in to your directory, and find the page for your family. You should see a link called Edit Family on the left side of the page. This will take you to your family edit page. As a shortcut, you can click on your name in the top right corner (next to Preferences & Log Out) at any time, to go to your family edit page.
From the family edit page, you should be able to change any of your family's information. To upload a photo, click the Browse (Choose File for Apple users) button underneath the picture, and select your new photo. The photo will not show up until you click the Save button, when you are done making your changes.
You can add family members by clicking the blue Add Spouse & Add Child buttons. You can remove them by clicking the gray 'X' buttons. When you are done, click the Save button to save your changes. You will be taken back to your regular family page, where you should see your updated information.
How to Change Your Login & Password
If you need to change your password, or the email address you use to log in, click the Preferences button in the top left corner of the screen, next to Log Out. You will be shown a screen where you can enter a new password, or change your login email address. If you do not wish to change your password, you can leave the password fields blank.
How to Get Help
If you have a question that isn't listed below, or encounter an error while you are trying to use your online directory, feel free to contact our free technical support. You can reach us any time, by either email or phone, as you prefer. If we are unavailable to speak with you right then, we will try to return your call as soon as possible. All of our contact information is available on the contact page.
<{:id=>"faq"}>Frequently Asked Questions
- How should I change my email address?
- How do I upload a picture?
- What should I do if I can't remember my password?
- What should I do if I can't remember my directory URL?
How should I change my email address?
If you need to change your email address, you should first update your login email address, as described above. When you have done that, you should update the email address on your family record to match. The reason for this is that if you update the family record first, you will no longer have the ability to edit it, since it will not match your login email address.
How do I upload a picture?
To upload your family's picture to the directory, simply follow the instructions for updating your information. Photos are always uploaded from the family edit page.
What should I do if I can't remember my password?
When you go to your directory home page, you should see the login screen. There will be a link called Forgot password. On the Forgot Password screen, enter your email address, and click Send. You should then receive an email with a link to reset your password. Click this link and then enter a new password. You will now be able to log in with your email address and the new password you entered.
What should I do if I can't remember my directory URL?
You have three good options.
- Search your email for 'Church Directory'. You may find your original invitation, which will contain a link to your directory home page. Do not try to click the invitation link again if you have logged in before.
- Ask your directory administrator, if you know who it is.
- Contact us, and be sure to mention the name of your church.