How can I set up my directory to filter by Class or Grade Level

Many organizations want to allow regular users to sort the directory to see who is in a classroom (or any other type of grouping). You can set up filtering by creating hubs allowing hubs to be filtered in the Directory.

 

Follow the steps below to setup your Hub filtering in your directory.

1. Set up Hubs. 

Hubs are a great way to group contacts.  First, you will need to Create and Set Up Hubs.  To allow the Hub to be filtered in the directory, be sure to select "Allow this hub to be filtered in the Directory" in your Hub settings.

2. Add Contacts to your Hubs

There are multiple ways to add contacts to your Hubs.  See Add People/Contacts To Your Hubs for more information.

3. Check your directory settings to see who can view your Directory.

You can set up your directory to be visible to only Org Admins or to All Contacts in your Site. PTAs also have the option to make the directory visible to current year PTA Members only.  Directory Settings

4. View your directory

Your directory can be filtered by Member status or Hubs and you can choose to view the directory by Individuals or in Family Groups.


 

Questions? Contact Givebacks Support.

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