Overview

The Directory gives you a comprehensive view of all units within your district or council. It serves as your central hub for browsing the organizational hierarchy, checking unit statuses, and accessing key information about each entity and its leadership.

Whether you need to quickly find a specific unit, review board member rosters, or export a snapshot of your entire directory, this feature keeps everything organized and accessible in one place.

How to Browse the Directory

1. Navigate to your district or council dashboard.
2. Click Directory in the sidebar navigation.
3. You will see a list of all child entities (units) organized under your district or council.
4. Click on any unit to view its details, including board members, documents, and status.
5. Use the search bar at the top to filter by entity name.
6. Use the status filter to narrow results to active, inactive, or other statuses.

Additional Features

• View board members for any unit directly from the directory listing
• View documents associated with each child entity
• Filter by entity status to quickly identify units that need attention
• Export to XLSX — click the export button to download the full directory as a spreadsheet for offline review or reporting
• Quick status overview — see at a glance which units are in good standing and which may need follow-up

Tips

• Use the directory export before board meetings to have a printed or digital reference of all units and their current status.
• Combine search and status filters to quickly locate units that are inactive or missing key information.
• The directory reflects real-time data, so it is always up to date with the latest board member and document changes from your units.