Roster

Use Roster to display a member directory on the website for the audiences you allow to see it.

How the roster is added to a page

The roster is displayed through the Roster page-content section.

Many clubs use the built-in roster page under the Members section, but the section can also be placed on another page if you prefer.

Helpful detail:

• the roster page sits under the Members area alongside dashboard-member and profile

Who can see which view

The page permissions on the page containing the roster control who can open it.

Once someone can access the roster:

• regular members see the Member View
• board, admin, and super admin users can switch between Member View and Board View

Helpful detail:

• when board-capable users are viewing the roster, the page shows a notice explaining which view they are using

Roster settings that affect what is shown

Current roster output depends on roster-related settings.

These include:

• Membership Types to Include — filters which membership types appear
• Member Roster Columns — sets the member-view column list and order
• Board Roster Columns — sets the board-view column list and order

Member custom fields that are configured for roster use are appended as additional columns.

Privacy rules on the roster

The roster uses roster privacy settings from the member profile.

Members control these from their profile:

• Show my email address on the roster
• Show my phone number on the roster
• Show my mailing address on the roster

Helpful detail:

• these are different from the Board-page privacy choices such as Show my email address on the Board page, Show my phone number on the Board page, and Show my mailing address on the Board page

How board view handles privacy

Board-capable viewers can access a board roster view, but whether that view honors member privacy depends on a setting.

Helpful detail:

• if Board View honors member privacy settings is turned on, board view respects the roster privacy choices
• if it is turned off, board view can show contact information regardless of those roster privacy choices

The on-page roster notice tells board-capable viewers which behavior is currently active.

CSV download

The current roster output includes a Download Roster (CSV) link with the roster itself.

Helpful details:

• there is not a separate roster-section setting for showing or hiding that button
• the download switches between member and board exports based on the current view
• board CSV downloads require board, admin, or super admin access

What the export uses

The CSV export follows the same core rules as the visible roster.

It uses:

• the current member or board column settings
• the roster membership-type filter
• the applicable privacy behavior
• roster custom-field headings appended after the configured columns

Practical setup tips

• Review page permissions first if the wrong audience can see the roster.
• Review roster settings if expected columns are missing or out of order.
• Review member privacy settings if email, phone, or address data is unexpectedly blank.
• Review the Board View honors member privacy settings option before telling board members what they will see.
• If expected members are missing, check the roster membership-type filter.

Related topics

• Page Content Sections - Roster Section - Understand the section used to render the roster.
• Members - Manage member accounts and profile privacy choices.
• Member Profile - Review where roster and board privacy settings are controlled.
• Member Dashboard - Review the member area that includes the roster page.
• Board - Understand separate board-page display behavior.
• Permissions and Access Control - Control who can open the page containing the roster.
• Lapsed Members - Review how page access changes for lapsed members.