Page Content Sections - Roster Section

Use the Roster Section when you want to display a member directory table on a page.

What this section is for

This section is designed for member directory pages.

Helpful details:

• The section only shows roster data to signed-in visitors.
• If someone is not signed in, the section returns no roster table.
• The section is usually best placed on a page that is already restricted to members.
• Board members, admins, and super admins can see an enhanced board view of the roster.

Fields in the Roster Section

Headline

Use Headline if you want a visible title above the roster table.

Headline Level

Use Headline Level to choose the heading level for the section title.

Helpful detail:

• If you do not choose one, the section defaults to H2.

Intro Content

Use Intro Content to add instructions or context above the roster table.

This is a good place for:

• a short welcome or explanation
• reminders about privacy expectations
• directions for how members should use the directory

Important behavior to know

• This section does not have a Section Title field.
• This section does not have an Active toggle.
• The page's own access settings still control who can reach the page.
• The section only lists active, non-lapsed members who have a membership type.
• Members are sorted by last name and then first name.
• The roster includes active Member Custom Fields that are configured for roster display.

Member View and Board View

The roster can display differently depending on who is viewing it.

• Signed-in members see the member version of the roster.
• Board members, admins, and super admins default to the board version.
• Those board-level users can switch between Board View and Member View from the page itself.
• The section includes a Download Roster (CSV) button for the current view.

Columns and privacy

Roster columns are controlled in Site Settings under the roster settings area.

Helpful details:

• The Name column is always shown.
• Member View columns are selected separately from Board View columns.
• Member View respects member roster privacy settings for contact information.
• Board View can either respect privacy or show all contact information, depending on the Board View honors member privacy settings option.
• Member Custom Fields marked for roster display appear as additional columns.

By default, the member-facing roster columns are chosen from:

• Name
• State
• Country
• Email
• Phone
• Membership / Board

Board View can also include:

• Mailing Address
• City
• Postal Code

How to add a Roster Section to a page

1. Open the page you want to edit.
2. Make sure the page permissions are appropriate for a member directory.
3. Go to the Page Content area.
4. Click Add new section.
5. Choose Roster Page.
6. Add a Headline if you want one.
7. Set Headline Level if needed.
8. Add Intro Content if you want guidance above the table.
9. Save the page.
10. Review the page while signed in.

Practical setup tips

• Put this section on a page intended for members rather than public visitors.
• Review the roster column settings in Site Settings before sending members to the page.
• Review the membership type filter in the roster settings if expected members are missing.
• If board-level viewers should not see private contact information, enable Board View honors member privacy settings.
• Remind members to keep their profile and privacy settings current.
• Check the page on a smaller screen too, since the table may scroll horizontally.

If the section is not behaving as expected

Check these items first:

• the page was saved after your edits
• you are signed in while testing the page
• the page permissions allow the intended audience to reach the page
• the missing member is active, not lapsed, and has a membership type
• the roster membership type filter in Site Settings is not excluding that member
• the expected columns are enabled in the roster settings
• the expected Member Custom Fields are configured for roster display

Related topics

• Pages - Learn how pages and page sections are managed.
• Permissions and Access Control - Understand who can reach the roster page.
• Lapsed Members - Review how lapsed status affects member access.
• Member Custom Fields - Add extra fields to the roster when needed.
• Site Settings - Review the broader settings areas used to manage site behavior.