People Listings: Managing Membership Lists

Owned by Mark Albis, created
Last updated: Apr 17, 2024 by Denise Meyer
4 min read

Rather than creating custom lists of people on each YSM website, repeating the same headshot, titles, biographies, and other information over and over again on many pages, we leverage the Beatrix System to maintain information about every individual working for the school in one place.

Not only does this make it much quicker to add a list of faculty and/or staff to a page of the website, but it means that all the information about those people is stored in a single place, and can easily be updated across every single YSM site at the same time.

If you are looking for instructions on editing membership for the Yale Medicine clinical practice website (https://yalemedicine.org), please go to the link below:

https://ysmweb.atlassian.net/wiki/spaces/HELP/pages/1709375584

Table of Contents

Academic Departments

Academic department membership is imported directly from Yale University systems of record that are managed by HR (i.e. Workday). This membership cannot be modified directly. However, users with the proper access can set individual people within the department to display or not display on websites. To turn users on or off for display:

  1. Select Organizations in the left nav and use the search boxes and filters to find your organization.

    Use search and filters to find your department

  2. Click on your department name.

  3. In the left navigation menu, select Members & Leaders (see yellow highlight below).

  4. On this page, Search for members, or use the pagination tools to browse to the member you want to turn on or off for display.

  5. Click the Green/Red icon in the row of the user you want to change.

    • A green icon means the user will display when this organization is listed on websites.

    • A red icon means they will not display (yellow highlight below).

      Members and Leaders with toggles for changing display rules.
      Managing display of people on Academic Department websites

       

All Other Organizations or Teams

For non-academic department organizations or teams, administrators have complete control over which faculty are members. To edit members, log onto Beatrix.yale.edu and select Organizations from the main navigation.

  1. Enter the name of your department in the Search box.

  2. Click on the department name to edit.

  3. In the left navigation menu, select Members & Leaders.

  4. To add a new member, click in the Add a New Member box. Enter the name of the member you wish to add and click the Add button to the right to confirm their addition (be sure to toggle on the green eye to the right of their name after adding them so they are displayed).

  5. To hide or display a member, click on the Green/Red icon to the right of their name.

  6. To add a member to your organization's leadership, click the + icon to the right of their name.

  7. To remove a member, click their name and use the Remove from the Team button.

    .

If you do not see the Add a New Member box, you are trying to add a member to an Academic Department! You can choose to show or hide individual members of Academic Departments on websites, but you cannot add or remove members from the organization. Academic Department membership is governed by Yale HR systems.

Please see the Academic Department instructions above for information on how to edit those organizations.

 

Shortcut: Access your Team/Org list from preview.yale.edu URLs

The easiest way to maintain existing people lists is to use the preview version of the page to go directly to the appropriate org in Beatrix.

  1. If the url is https://medicine.yale.edu/alumni/contact/ change it to https://preview.yale.edu/alumni/contact.

  2. Scroll to the bottom of the people list

  3. Click on “Edit Members”.