Out-of-unit member access to directory

Discuss questions around local unit policies for membership (creating records, transferring records, etc.) This forum should not contain specific financial or membership information.
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mlh78
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Out-of-unit member access to directory

Postby mlh78 » Tue Oct 02, 2012 8:24 am

It is my understanding that for a member with an out-of-unit record to access the directory, calendar, etc, they must also be placed in a leadership position. Is that correct? I have a missionary couple serving in a ward in our stake and am trying to get them access to these tools, with no avail.

jdlessley
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Postby jdlessley » Tue Oct 02, 2012 9:19 am

mlh78 wrote:It is my understanding that for a member with an out-of-unit record to access the directory, calendar, etc, they must also be placed in a leadership position. Is that correct?
That is correct. The position must be a standard position and not a custom position. Additionally they can only have one out of unit position. As missionaries they may have been entered into another unit with an out of unit record and position. That record and position should be removed from that other unit.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?

familygenealogy
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Out-of-unit member access requirements to access the directory

Postby familygenealogy » Tue Oct 02, 2012 9:25 am

True, they need to be assigned a calling that authorizes them (via MLS) the access. I found that I had to also enter their priesthood ordination info (which allows the calling to be displayed and then be selected) in order to give them the calling. Note: You will need the membership record number, the ordination date, and the name of the person performing the ordination (as I remember).

eblood66
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Postby eblood66 » Tue Oct 02, 2012 10:15 am

mlh78 wrote:It is my understanding that for a member with an out-of-unit record to access the directory, calendar, etc, they must also be placed in a leadership position. Is that correct? I have a missionary couple serving in a ward in our stake and am trying to get them access to these tools, with no avail.


In this post one of the members of the Directory development team indicated that they must have a standard calling but it does not have to be a leadership calling.

eblood66
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Postby eblood66 » Tue Oct 02, 2012 10:17 am

jdlessley wrote:Additionally they can only have one out of unit position. As missionaries they may have been entered into another unit with an out of unit record and position. That record and position should be removed from that other unit.


That was true for the 'classic' website but I hadn't heard it was true for the new tools. From my understanding of the architecture it shouldn't matter. What's your basis for saying that?

jdlessley
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Postby jdlessley » Tue Oct 02, 2012 11:09 am

eblood66 wrote:That was true for the 'classic' website but I hadn't heard it was true for the new tools. From my understanding of the architecture it shouldn't matter. What's your basis for saying that?
You're probably right. I was mixing experiences with the classic LUWS and the current directory.

I know that LisaAn has stated that the directory will support multiple units. It would be nice to hear from someone who has first hand experience regarding someone having more than one out of unit position and what they are seeing in the unit dropdown listing.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?

iswcky
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Re: Out-of-unit member access to directory

Postby iswcky » Wed Jan 02, 2013 12:25 am

We have two sets of senior couple missionaries serving in our stake. Both have home wards outside of our stake. Each couple are assigned to work with different wards in our stake.

We have added all of them as out-ot-unit members in the respective wards they are serving in and assigned them to standard positions in MLS. The one brother has been entered as a counselor in the bishopric. The other brother has been entered as an employment specialist They both show up correctly in CDOL in standard positions.

The brother in the bishopric is able to access the LDS.org directory and calendar for both his home ward and the ward he is serving in. The other brother can only see his home ward.

Based on a post from JonesRK:
http://tech.lds.org/forum/viewtopic.php?p=95993&sid=c8f5b78a4ff6c179187875c8ee7efb49#p95993
it sounds like the brother in the employment specialist position should have access to the directory and calendar for the service unit as well as their home ward, but in our case he does not.

Anyone know what positions (if any) are currently required for out-of-unit members to be granted access to the directory and calendar for their service units? Have been googling the forums trying to see if anyone has posted about this, but could not find anything definitive. I guess I could keep trying different standard positions until it works, but would prefer not granting clerk or leader access for a position not requiring it.

jonesrk
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Re: Out-of-unit member access to directory

Postby jonesrk » Wed Jan 02, 2013 12:44 am

iswcky wrote: The other brother has been entered as an employment specialist They both show up correctly in CDOL in standard positions.

I believe I found the correct person in CDOL and he doesn't have the policy-ldspositions LDS Account header updated see this post for more details.
Ryan Jones
CDOL Developer
Stake Technology Specialist - Software / Stake Assistant Clerk
Former Ward Clerk

iswcky
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Re: Out-of-unit member access to directory

Postby iswcky » Sun Jan 20, 2013 7:35 pm

FYI. The policy-ldspositions LDS Account header has been fixed for this out of unit member and his access is now working.


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