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Private Directory + Approval Workflow

Church Directory Hub

A custom private directory app showing how organizations can manage people, profiles, permissions, visibility, and update requests in one secure workflow.

Sample demo preview

The problem

Many organizations manage member, client, employee, or contact information across spreadsheets, emails, PDFs, or outdated lists. That creates stale data, duplicate work, and confusion about what information is current or visible.

What was built

A branded private directory with searchable profiles, role-based access, admin approval, privacy controls, and member or user update requests.

Key features

Branded private portalSearchable household/member directoryRole-based accessAdmin approval queuePrivacy and visibility controlsMember update requestsProfile detail pagesPhoto/profile management

How it works

Step 1Organization gets a branded portal
Step 2User requests access
Step 3Admin approves access
Step 4Approved users browse and search profiles
Step 5Users request updates
Step 6Admin reviews and approves changes

Sample screens

Directory grid

Searchable family cards with visibility labels and sample photos.

Household profile

Member detail layout with contact controls and update history.

Admin queue

Approval queue for new signups and submitted profile edits.

Update request

Simple form for members to request changes without direct edit access.

Privacy settings

Visibility controls for contacts, photos, and directory fields.

TODO: replace these sample UI previews with real screenshots if a live demo build is added later.

Business value

replaces stale PDFs and spreadsheetsimproves trust in the datagives approved users self-service accessgives admins control over official recordssupports privacy rulescan be adapted beyond churches

This pattern can also be used for

employee directory
HOA resident directory
nonprofit member portal
vendor/customer portal
volunteer database
internal staff resource hub

Have a workflow like this?

If your business or organization is managing data, approvals, orders, requests, or reports through spreadsheets and email, Palmetto Business Automation can help turn that process into a custom web app.