Justin Ruffell-Ward - Insight Support
posted this on December 12, 2010 18:48
The contact details of the users in your Each user record has a membership and involvement setting, this determines the status of the individual. Your organisation can use these status fields in a way that suits your own structure and membership requirements. They will also combine with your address book policy to determine whether the user appears in your online address book or not.
database can be displayed in an online address book on your web site for easy access to other site members. Who's details are displayed can be configured by your site's address book policy and each individual user can choose which details, if any, they wish to display.Membership vs Involvement
Address Book Policy
The address book policy determines who appears in your address book and is the place you can also disable the address book feature if it isn't applicable for your organisation. Follow these instructions to modify the address book policy:
To get an overview of who appears in the site address book select the
contact database folder and then the members tab to view the list of users. The users who will appear in the address book are displayed in Blue unless their privacy settings exclude them. The users who appear in Red won't appear in the address book. If someone doesn't appear in the address book but their partner does, then their name will be listed however their personal contact details, e.g. work phone, e-mail address, won't be displayed.
Security/Privacy
Having your address book online and restricted to only those that can login is much more secure than having a paper copies of your address book floating around. However users may be sensitive to the idea of having their details accessed on the internet so it's important to communicate the following security features when communicating the address book feature to your members:
Accessing the Address Book on the web site
You can gain access to the address book as follows:
Printing the Address Book
The address book can be printed from the website or from within the Web Office. Both of these options are described below:
Printing the address book from the web site

The Printable Address Book page will be displayed shortly afterwards. Printing the address book from within the Web Office
user group folder you wish to print the address book for.
Print address book for the groupname group task, the printable address book options will display shortly afterwards. Independent Groups and Address Books
An address book is created for your
contact database and every independent group. A user will have access only to the address books they are a member of. This means a user who is a member of one independent group only will view that independent group's address book when they enter the address book area; they will not have access to the main
contact database address book.
Tips
Comments
How can we see the involvement of the various members of our church? If we go to Address Book, there is no way to know that any given person is involved in any groups. Conversely, if you go to a Group Home Page, how can one see who are the members of that Group?
There isn't a view for website users of an individuals group memberships (only admins can see that through the web office) but a user can view the members of specific groups in the address book if when in the address book they select 'advanced options' and then the group you wish to view membership of from the 'Show only members of' drop-down selection list.
You could also add a 'user list' component to a layout to display the members of a particular group with the appropriate section of the website itself (without the user having to enter the address book). This essentially creates an address book for each group within the group area of the website itself.
There is a special field (note) that appears in the Profile of each user. This is a Text Area with max 5,000 characters that I believe was pre-set up on our website by Endis. How can we get this field - Interests - to appear in the Address Book for each member? Why is it that some of the special note firlds show in Address Book and others do not?
There's a text area field titled 'Description' on user's records when you view them in the web office. If this is the field you're referring to then it does appear when you clcik on the user's name in the address book to view a user whose details contains some information in this field (it's displayed at the bottom of the user's profile).
If it's not this field you are referring to then it sounds like a custom 'Note' field you've set up (these appear under 'Other Information' when viewing a user record in the web office). If this is the case each Note field can be set up to appear in the address book but by default won't.
I just ran into an issue. Let's say for instance an older woman calls into our church to tell us that her mailing address has changed. Our office administrator opens the web office to view this person's details and update her address, but there is no place to edit a person's address within the web office (that I can find). Also, there is no place to even VIEW an individual person's mailing address from within the web office.
We currently have the Address book disabled on our webpage because we have not found a way to restrict WHO can see the information (which is another question all together). We would like the address book to show up for say Pastors, Staff and Elders, but not for any other person who is logged in....
Would LOVE some feedback, as it is very possible we are doing something wrong here...
The user's address details can be accessed in the Web office by opening the user's details and then by clicking on their family name, which will be at the top of the user details window.
The standard address book always appears to those that are displayed in it, so it can't be displayed just to the staff you mention unless you are happy for it just to display themselves.
Having said that you could hide the address book entirely and then add the new 'user list' component to an article and set it to display everyone in the root group and then place the article in a group that only the relevant staff members can see. That should achieve what you require.
Is it possible to move the Address Book to the My Area drop down menu instead of having it on the Home drop down?
Justin,
I really like your idea that you suggested regarding creating a seperate group and adding the "user-list" option within the article, which in essence will display the address book in a secure place where I can grant access to those I choose.
The problem I am having is that I am find no such component named USER LIST component. I feel like I should be able to pull down the 'Add Component' drop down menu and select 'User list' as you have described... but I have had no such luck. I see that your post was from June, could that mean that the User list feature is no longer available? Please advise.
Moving the Address Book to the My Area drop down menu - while the system does provide some options on menu configuration this is not one of them! It is possible to do this by writing some custom code. It would be possible to add the address book option it to another menu dropdown by using a redirection - please take a look at:-
http://help.shareinsight.info/entries/356148-how-can-i-redirect-a-m...
User-List - this is not available for embedding in an article but can be added as a component to a layout in Themes and Layouts
I have managed to do as you suggested, however the list of people and details is very jumbled and nearly unusable for our purpose as an address book available only to those within the group. Is there any way to achieve the address book as YOu had created it, however within a designated page so that only certain people can access it?
Moving the Address Book to the My Area drop down menu - The redirect code should be
<script type="text/javascript">
if (window.location.href.indexOf('/aspnet_client/') < 0){
window.location = "/Address/AddressBook.aspx"; }
</script>
My guess as to why it is jumbled is due to the layout you are using. If you are still having issues please email support@endis.com so we can take a look.
thank you for the script - i take if i wanted to move a different page then I would just need to replace"/Address/AddressBook.aspx" with for example "/Address/Calendar.aspx" ???
If you go to the calendar you will see that the URL after the domain is /Calendar/Month.aspx - and this is what you will need for a redirect to the Calendar.
Hi,
currently the address book is enabled on our website, which is as it should be, but the problem is, when you are not logged-in and do not have access to the address book the address book symbol is still shown in the home menu (without the text "Address Book"). If you log in the menu is as it should be with the address book symbol and text in the menu. But it is possible to completely hide the address book from the menu when users are not logged in, without turning the address book of and changing anything for logged in users?
Cheers,
Anton
Hi Anton - the text should appear but as a disabled link - I can only assume that you have disabled links configured to be the same colour as the background colour of the dropdown menu.
Paul
Hi,
not sure. But I guess the real question is, it is possible to not show the address book with the disabled link at all, if a user is not logged in, but still have the address book enabled for users that are logged in? Most users will not be logged in most of the time they visit the website, and I do not want to confuse them with dead links in the menu. I have now turned the address book off completely, because it is still better to not have that feature at all, then show a dead link to people who are not logged in. But my preferred option would be to be able to use the address book features for logged in users.
Kind regards,
Anton
Hi Anton - without resorting to writing some code an option would be to use a technique mentioned earlier in this thread - i.e. de-select the option to show the address within the dropdown menu component in the layout. Then create an 'Address Book' group within your site structure and use the group home page article within this to redirect the user to the Address book. The 'Address Book' group security will be set to be seen by members of your site only. To create the redirection please look at this article:-
http://help.shareinsight.info/entries/356148-how-can-i-redirect-a-m...
and use the URL /Address/AddressBook.aspx as above.
Paul