Populating your 'Community Directory' for the Family Portal

You can display contact information for team members in the Community Directory section of the Family Portal.

Family Portal users can view contact information for members of your team in the Community Directory section of the Family Portal.

You have total control over which team members appear in the Community Directory, as well as the contact information that appears for each team member.

Note that individuals must have a Welbi user account in order to appear in the Community Directory. If you wish to list someone in the Community Directory who does not already have a Welbi user account, you can invite them to create an account by following these steps.

To add a team member to the Community Directory section of the Family Portal:

Navigate to your Welbi Settings and click Employees
Click on the name of the person you wish to add to your Community Directory
Click Edit in the top left corner of the Personal Info panel
Scroll down to the Family Portal Settings section of the panel and update the following fields:
1. List this user in the Community Directory: 'Yes'
2. Contact method(s) to display: choose whether you'd like to display the individuals email, phone number, or both. You can edit their email address
3. Family Portal Role: enter their title/role as you'd like it to appear in the Community Directory (it will appear right under their name)
4. Order: the order in which you'd like this person to be listed in the Community Directory (i.e., 1 = first, 2 = second, 3 = third)
Click Save in the top left corner of the Personal Info panel