Company Directory Pro Usage Instructions

Help & Instructions

This page includes all kinds of helpful tips for getting you up and running.

Contents:

  1. Adding a New Staff Member
  2. Editing a Staff Member
  3. Deleting a Staff Member
  4. Outputting Staff Members
  5. Outputting a Staff Search Form

Adding a New Staff Member

Adding a New Staff Member is easy! There are 3 ways to start adding a new Staff Member

How to Add a New Staff Member

  1. Click on “+ New” -> Staff Member, from the Admin Bar or
  2. Click on “Add New Staff Member” from the Menu Bar in the WordPress Admin or
  3. Click on “Add New Staff Member” from the top of the list of Staff Members, if you’re viewing them all.

New Staff Member Content

You have a few things to pay attention to:

  • Staff Member Title: This will be displayed, in the default list, as the Staff Member’s Name. This allows you to have a different format of the Staff Member’s name for Display purposes than for Sorting purposes.
  • Staff Member Body: This is the Bio or Description of the Staff Member.
  • First Name: This field is used for List, Grid, and other views where having the First Name separate is necessary.
  • Last Name: This field is used for List, Grid, and other views where having the Last Name separate is necessary.
  • Title: This is the Staff Member’s Job Title, and it is displayed below their name in the default list.
  • Phone: This field is displayed as part of the Contact Information meta data, below the Staff Member’s Name, Title, and Bio.
  • Email: This field is displayed as part of the Contact Information meta data, below the Staff Member’s Name, Title, and Bio This will be displayed as a clickable link.
  • Featured Image: This image is shown to the left of the Staff Member. We recommend using appropriately sized images for your layout.

Editing a Staff Member

This is as easy as adding a New Staff Member!

  1. Click on “Staff Members” in the Admin Menu.
  2. Hover over the Staff Member you want to Edit and click “Edit”.
  3. Change the fields to the desired content and click “Update”.

Deleting a Staff Member

This is as easy as adding a New Staff Member!

  1. Click on “Staff Members” in the Admin Menu.
  2. Hover over the Staff Member you want to Delete and click “Delete”. You can also change the Status of a Staff Member, if you want to keep it on file.

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Outputting Staff Members

  • To display a list of staff on your website, use the shortcode [staff_list] in the page content area that you want them to appear.
  • To limit the Staff displayed to a specific category, use the shortcode [staff_list category='the_slug'], where the value of category is the slug of the Category you want displayed. You can locate the slugs by looking at the List of Staff Member Categories.
  • To display a Table of All Staff, use the shortcode [staff_list style='table']. To display a Grid of All Staff, use the shortcode [staff_list style='grid']. Please Note: Company Directory Pro is required to gain access to advanced features such as the Grid and Table views.
  • To display a single Staff Member on your Website, use the shortcode [staff_member id="123"], where the value of id is the Staff Member’s internal ID (you can get this shortcode by looking at the Staff Member List or the Edit Staff Member screen, inside WordPress.)

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Outputting a Staff Search Form

Simply add the shortcode [search_staff_members] to any page or post on your website to display the Search Staff box anywhere on your website. The search box will appear right where you’ve placed the code, so feel free to add any text around it.

You can also add the Search Staff form to any post or page, but using the Staff menu above the post editor. Simply click this menu and then select Search Staff Members, and then follow the instructions to customize and insert search box.

Finally, if you’d like to add the Search Staff Members form to any sidebar or other widgetized area, simply add the Company Directory – Search Staff Members widget to your sidebar and click Save.

Tip: select the advanced form (or add “mode=advanced” to your shortcode) to display an advanced staff search form instead, which includes a Department filter.

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