Article: Directory: Manage Members

The Directory system allows school and clinical site coordinators to create and manage partner entities that do not use ACEMAPP. This guide will walk you through creating members (e.g., preceptors) in your directory and adding them to directory entities.

NOTE: Directory Members are for your management purposes only and cannot access ACEMAPP.

Creating a New Member in the Directory

Step 1: Navigate to Directory Members

From your homepage, click the "Directory" drop-down menu from the navigation bar and select the "Members" option.

Step 2: Check for Existing Members

Please check if the member has already been created in your Directory Members table. You can toggle between the tabs at the top of your table, which are broken up by member type (preceptors, etc.), and use the Search bar at the top right to look up the member.

Once you have confirmed that the member is not already in your directory, you can click the "+ Create New" button at the top left of the table.

Step 3: Enter and Save Member Information

In the Create New Member form, enter the member's information. Please include the first name and last name. While entering the new member's information, a drop-down menu will appear to show a list of possible matches so you can avoid creating duplicate members.

Once done, click the green "Save" button on the bottom left.

Updating a Directory Member's Status to Inactive

NOTE: School coordinators cannot assign inactive members to rotations, and students cannot attach inactive members to time and case logs.

Step 1: Access the Members Table

From your homepage, click the "Directory" drop-down menu from the navigation bar and select the "Members" option.

Step 2: Edit the Member's Profile

Find the member in the Directory Members table and click the "Edit" (Pencil) icon under the Actions column.

Step 3: Change Status to Inactive

In the General tab under Navigation, click the "Status" drop-down menu and update the field from "Active" to "Inactive".

Once done, click the green "Save" button on the bottom left.

Attaching a Directory Member to an Entity

Step 1: Open the Members Table

From your homepage, click the "Directory" drop-down menu from the navigation bar and select the "Members" option.

Step 2: Edit the Member

Find the member in the Directory Members table and click the "Edit" (Pencil) icon under the Actions column.

Step 3: Share the Member with an Entity

On the Edit Member page, click the "Share" tab under Navigation.

Click the "Entity" drop-down menu and search for the entity you want to add the member to. Select the Member Type and Program associated with the member.

Once done, click the green "Save" button.