Click Directory

If you have more than one Organization, you can select the desired one.

Click New Search

Click the + symbol

Select Keywords

Enter the keyword. Click Enter.

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Keywords filter.

Click the desired option

It will display all members based on your selection

NOTE: You can also combine some or all of the other filters together: Team, Role, Position, Team Leader, Assistant, Country, State, Status, Archived, Hire Date, Last Activity Date, Has Current Objectives, Has Responsible Graphs and Member.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the members you are searching for need to match all of them. The Any filter will return all members that belong to each individual filter. Click on All to switch between All / Any.

Click Directory

If you have more than one Organization, you can select the desired one.

Click New Search

Click the + symbol

Select Team

Select a single or multiple Teams

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Team filter.

Click the desired option

It will display all members based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Role, Position, Team Leader, Assistant, Country, State, Status, Archived, Hire Date, Last Activity Date, Has Current Objectives, Has Responsible Graphs and Member.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the members you are searching for need to match all of them. The Any filter will return all members that belong to each individual filter. Click on All to switch between All / Any.

Click Directory

If you have more than one Organization, you can select the desired one.

Click New Search

Click the + symbol

Select Role

Select a single or multiple roles

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Role filter.

Click the desired option

It will display all members based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Team, Position, Team Leader, Assistant, Country, State, Status, Archived, Hire Date, Last Activity Date, Has Current Objectives, Has Responsible Graphs and Member.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the members you are searching for need to match all of them. The Any filter will return all members that belong to each individual filter. Click on All to switch between All / Any.

Click Directory

If you have more than one Organization, you can select the desired one.

Click New Search

Click the + symbol

Select Position

Select a single or multiple Positions

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Position filter.

Click the desired option

It will display all members based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Team, Role, Team Leader, Assistant, Country, State, Status, Archived, Hire Date, Last Activity Date, Has Current Objectives, Has Responsible Graphs and Member.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the members you are searching for need to match all of them. The Any filter will return all members that belong to each individual filter. Click on All to switch between All / Any.

Click Directory

If you have more than one Organization, you can select the desired one.

Click New Search

Click the + symbol

Select Team Leader

Select True or False

It will display all members based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Team, Role, Position, Assistant, Country, State, Status, Archived, Hire Date, Last Activity Date, Has Current Objectives, Has Responsible Graphs and Member.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the members you are searching for need to match all of them. The Any filter will return all members that belong to each individual filter. Click on All to switch between All / Any.

Click Directory

If you have more than one Organization, you can select the desired one.

Click New Search

Click the + symbol

Select Assistant

Select True or False

It will display all members based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Team, Role, Position, Team Leader, Country, State, Status, Archived, Hire Date, Last Activity Date, Has Current Objectives, Has Responsible Graphs and Member.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the members you are searching for need to match all of them. The Any filter will return all members that belong to each individual filter. Click on All to switch between All / Any.

Click Directory

If you have more than one Organization, you can select the desired one.

Click New Search

Click the + symbol

Select Country

Select a single or multiple countries

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Country filter.

Click the desired option

It will display all members based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Team, Role, Position, Team Leader, Assistant, State, Status, Archived, Hire Date, Last Activity Date, Has Current Objectives, Has Responsible Graphs and Member.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the members you are searching for need to match all of them. The Any filter will return all members that belong to each individual filter. Click on All to switch between All / Any.

Click Directory

If you have more than one Organization, you can select the desired one.

Click New Search

Click the + symbol

Select State

Select a single or multiple states
​NOTE: It will only list the states which are set for each member. If the State option is blank for each member, this filter will be blank. For more info, see step 7 in Edit Member Details.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the State filter.

Click the desired option

It will display all members based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Team, Role, Position, Team Leader, Assistant, Country, Status, Archived, Hire Date, Last Activity Date, Has Current Objectives, Has Responsible Graphs and Member.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the members you are searching for need to match all of them. The Any filter will return all members that belong to each individual filter. Click on All to switch between All / Any.

Click Directory

If you have more than one Organization, you can select the desired one.

Click New Search

Click the + symbol

Select Status

Select a single or multiple statuses
​NOTE: You can create your own statuses. For more info, see Member Status Options.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Status filter.

Click the desired option

It will display all members based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Team, Role, Position, Team Leader, Assistant, Country, State, Archived, Hire Date, Last Activity Date, Has Current Objectives, Has Responsible Graphs and Member.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the members you are searching for need to match all of them. The Any filter will return all members that belong to each individual filter. Click on All to switch between All / Any.

Click Directory

If you have more than one Organization, you can select the desired one.

Click New Search

Click the + symbol

Select Archived

Select True or False

It will display all members based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Team, Role, Position, Team Leader, Assistant, Country, State, Status, Hire Date, Last Activity Date, Has Current Objectives, Has Responsible Graphs and Member.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the members you are searching for need to match all of them. The Any filter will return all members that belong to each individual filter. Click on All to switch between All / Any.

Click Directory

If you have more than one Organization, you can select the desired one.

Click New Search

Click the + symbol

Select Hire Date

You can choose one of the available options

If you want to select a specific date, click Calendar and make your selection.

You can also use specific keywords for more options, such as:

You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the Hire Date filter.

Select the desired option

It will display all members based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Team, Role, Position, Team Leader, Assistant, Country, State, Status, Archived, Last Activity Date, Has Current Objectives, Has Responsible Graphs and Member.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the members you are searching for need to match all of them. The Any filter will return all members that belong to each individual filter. Click on All to switch between All / Any.

Click Directory

If you have more than one Organization, you can select the desired one.

Click New Search

Click the + symbol

Select Last Activity Date

You can choose one of the available options

If you want to select a specific date, click Calendar and make your selection.

You can also use specific keywords for more options, such as:

You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the Last Activity Date filter.

Select the desired option

It will display all members based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Team, Role, Position, Team Leader, Assistant, Country, State, Status, Archived, Hire Date, Has Current Objectives, Has Responsible Graphs and Member.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the members you are searching for need to match all of them. The Any filter will return all members that belong to each individual filter. Click on All to switch between All / Any.

Click Directory

If you have more than one Organization, you can select the desired one.

Click New Search

Click the + symbol

Select Has Current Objectives

Select True or False

It will display all members based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Team, Role, Position, Team Leader, Assistant, Country, State, Status, Archived, Hire Date, Last Activity Date, Has Responsible Graphs and Member.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the members you are searching for need to match all of them. The Any filter will return all members that belong to each individual filter. Click on All to switch between All / Any.

Click Directory

If you have more than one Organization, you can select the desired one.

Click New Search

Click the + symbol

Select Has Responsible Graphs

Select True or False

It will display all members based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Team, Role, Position, Team Leader, Assistant, Country, State, Status, Archived, Hire Date, Last Activity Date, Has Current Objectives and Member.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the members you are searching for need to match all of them. The Any filter will return all members that belong to each individual filter. Click on All to switch between All / Any.

Click Directory

If you have more than one Organization, you can select the desired one.

Click New Search

Click the + symbol

Select Member

Select a single or multiple members

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Member filter.

Click the desired option

It will display all members based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Team, Role, Position, Team Leader, Assistant, Country, State, Status, Archived, Hire Date, Last Activity Date, Has Current Objectives and Has Responsible Graphs.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the members you are searching for need to match all of them. The Any filter will return all members that belong to each individual filter. Click on All to switch between All / Any.

Click Directory

If you have more than one Organization, you can select the desired one.

Click New Search

Click the + symbol

Select the desired Custom Attribute by typing its name or clicking on it from the list

You can choose one of the available options

If you want to select a specific date, click Calendar and make your selection.

You can also use specific keywords for more options, such as:

You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the Custom Attribute filter.

Select the desired option

It will display all members based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Team, Role, Position, Team Leader, Assistant, Country, State, Status, Archived, Hire Date, Has Current Objectives, Has Responsible Graphs and Member.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the members you are searching for need to match all of them. The Any filter will return all members that belong to each individual filter. Click on All to switch between All / Any.

Click Directory

If you have more than one Organization, you can select the desired one.

Click the Columns drop-down menu

Select the desired columns on the right side. When you click on them, they will move over to the left side.
​NOTE: If you use Custom Attributes, they will also appear here and can be selected. For more info, see Custom Attribute Fields.

You can also remove unneeded columns by clicking the X on the desired column

You can sort the order of the columns by dragging and dropping them vertically

Click outside of the selection box in the View area for the filter to be applied

The columns will be displayed

If you want to reset the column display to the default one, click the Columns drop-down menu.

Click Default

By clicking on the desired column name or

By clicking the Sort icon

Select the desired column

Select the preferred direction

NOTE: If you are using Custom Attributes, you can sort by a desired Custom Attribute. For more info, see Custom Attribute Fields.

Click Directory

If you have more than one Organization, you can select the desired one.

Click Import Members

Download Sample CSV file and populate it with your member details

Choose file you want to import

Click Start Importing

The status of the import will be displayed. Also, here you can see all your previous imports.

Click Directory

If you have more than one Organization, you can select the desired one.

Click the Export Members

Click Start Export

Click Download CSV

NOTE: You will also receive the CSV file via email.

Click Directory

If you have more than one Organization, you can select the desired one.

Click Create Member

Enter the Full Name of the member

Enter the Email Address of the member

If the member is logging in with Single Sign-On, select that option. This option will not be available if Single Sign-On is not enabled in MetaPulse. The other option is Send invitation to user, where the member will receive an email invitation to start using MetaPulse. With this option, the member will log in with username/password and they can also use Two-Factor Authentication for an increased security.

Click Create

The new member will appear at the top. If you want to edit his details on the main page, you can do it now.

Also, if you want to edit the details that are not visible on the main page, click the arrow button.

Add the necessary details

Click Done

If you are done adding data for this member and would like to create new members, click Create Another Member.

When you are done, click Done Creating Members.

Click Directory

If you have more than one Organization, you can select the desired one.

Click Edit

You can edit all fields that are available for editing, such as Member Name, Email Address, Phone Number, etc... With this, you can edit the details for multiple members at the same time.

If you want to edit additional data that is not visible on the page, you would need to do it on each member individually. Click the arrow on the desired member.

Archive Member will remove the member from MetaPulse

Edit the member details
​NOTE: If you use Custom Attributes, you can also edit them here. For more info, see Custom Attribute Fields.

Click Done on the sidebar and Done Editing on the main page

Click Directory

If you have more than one Organization, you can select the desired one.

Click the arrow on the desired member

Click Edit Member

To change the member name, click Edit Name.

Edit the member details
​NOTE: If you use Custom Attributes, you can also edit them here. For more info, see Custom Attribute Fields.

Click Done

Click Directory

If you have more than one Organization, you can select the desired one.

Click the arrow on the desired member

Click Edit Member

Click the Avatar

Click Select New Image

Drop the image or click to search for it

You can crop the image. When it looks ok, click Crop and Use Avatar.

Click Done

Click Directory

If you have more than one Organization, you can select the desired one.

Click the arrow on the desired member

Click Edit Member

Click the Avatar

Click Remove Image

Click Done

Click Directory

If you have more than one Organization, you can select the desired one.

Click the filter

Select Archived Members

Click the arrow on the desired member

Click Restore Member. Click OK.

Click Directory

If you have more than one Organization, you can select the desired one.

Click the arrow on the desired member. The member will be displayed on the right sidebar.

To see all graphs assigned to this member, click Open All Graphs.

To open all member's graphs in Data Entry, click Data Entry.

To see all Objectives assigned to this member, click Open Objectives.

To see all Events for this member, click Open Events.

To see all Alerts for this member, click Open Alerts.

To see all Knowledge items assigned to this member, click Knowledge Assignments.

To manage the member settings, Click Manage Member. For more info, see Manage Member.

The member details are displayed here, such as phone number, email address, custom attributes, current position, held-from-above positions, etc.

Another way of seeing the member's Objectives and Graphs is via the Productivity tab. Click it.

The Objectives and Graphs will be displayed. You can click on them and they will open.

Click Directory

If you have more than one Organization, you can select the desired one.

Click the member's position

The sidebar will open and display all positions that the member is holding, including the positions that are being held from above.

Click Directory

Click the desired Member

Click Edit Member

Click to edit Access Level

If you want to set a member as Admin, select Admin from the drop-down menu. If you want to remove the Admin permission, set it to Basic.

Click Update

Click Done

Admin or Basic Access Level will be displayed for this member, based on the selection you've made.

Select the desired filters

Click Save

Choose between New View and Replace Existing View. In this example, we will create a New View.

Type the desired Name for the View

If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

You can select more than one Owner. Owner is the one who has Edit permissions for the View.

You can select one or multiple members that you want to share this View with.

Click Save

The name of the View will be displayed. If you have more than one saved View, you can choose a different View by clicking on the grey arrow and selecting the desired View.

Click the Views filter

You can search by View name or hashtag.
​NOTE: There are 3 types of hashtags:

Select the desired View

The hashtag is displayed for each View

Click the View

Click Share

Select the desired positions

You can allow the position to change the View

You can share the link directly to another member with copy/paste

Click Share. These positions will receive an email notification. They need to click the link in the email.

When the member clicks on Views, it will display the shared View.

Click the View

It will show the Owner's name, including the members.

If the View is modified, click Save.

Click Replace Existing View

Select the View to be replaced. The currently modified View is selected by default.

If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

You can remove existing Owners or add additional ones

You can share this View with other positions. They will received an email notification.

A Warning will be displayed that this change will affect everyone who can see this View

Click Save

Click the View

Click the gear icon

Click Edit

Type the desired Name for the View

If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

You can select more than one Owner. Owner is the one who has Edit permissions for the View

You can select one or multiple members that you want to share this View with.

If you don't need the View, you can delete it.

Click Save

Click the View

Click the gear icon

Click X

A confirmation window will pop up. Click OK.

Click the desired filter

Click Remove Filter

To remove all filters at once, click the New Search button.

Click Directory

If you have more than one Organization, you can select the desired one.

The Active Members filter is the default when you open the Members Directory

The Active members will be displayed

Click Directory

If you have more than one Organization, you can select the desired one.

Click the filter

Select Archived Members

If there are archived members, they will be displayed.

Click Directory

If you have more than one Organization, you can select the desired one.

Click the filter

Select Your Team

Your team will be displayed

Click Directory

If you have more than one Organization, you can select the desired one.

If there are members without a position, a yellow notice will be displayed. Click on it and it will display the members with no position.

Another way of doing this is by clicking the filter

Select Members without Positions

The members without positions will be displayed