​​​​​​​​​​​​​Directory Service Web App​

Overview

Directory Services (DS) is accessible via a web browser and serves as the platform for managing Groups , Organizations, Persons, Bodies and Person Lists within ETSI.

How ​to login

In order to access DS, you have to login into the ETSI portal and then click on this link Directory Service

Main page and menu

When you open DS, your username appears in the top right corner of the screen. You can navigate through the available sections by clicking the top tabs: Groups, Organizations, Persons, Bodies and Person Lists.​​

Organizations

Display the list of Organizations

To display the list of organizations, you can click on the top blue bar on the link: Organizations.

When you open this page for the first time, you will see the list of active organizations (all organizations not archived in DS). Once you apply a filter using either Simple Search or Advanced Search, it will remain active and saved until you log out of the system.

Simple Search

This function allows you to quickly find organizations by typing their name or ID, and by using the State toggle switch to filter results.  You can sort the results by clicking on any sortable column. Note: The “STATUS|CATEGORY” column is not sortable.

The State toggle switch includes three options, each grouping several states of an organization.

• Active: Displays only organizations currently in the Active state.
• Not Active: Includes organizations in Disabled, Suspended, or Archived states.
• All: Shows organizations in any state.

By clicking More Filters, you can apply additional filters and combine them to refine your search.

! All filters are evaluated based on the current properties of the organizations and are combined using the AND operator. For instance, you can search for organizations that are currently:

“ETSI FULL Member”

AND located in France

AND have a Voting Weight of 4.

State

Through this field you can select: Active, Disabled, Suspended, Archived

• Active State

The organization is active. Employees of an active organization can log in - or request access - to the ETSI and/or 3GPP portals.

• Disabled State

The organization has been disabled​, preventing its delegates from accessing the ETSI and/or 3GPP portals.​ This status corresponds to the previous "red list" flag (these organizations are listed on the Portal with the comment “Participation rights currently suspended”).

• Suspended State

The organization's delegates are temporarily unable to access the members-only areas of the ETSI and/or 3GPP portals.​​​​

• Archived State

The organization no longer exists within the ETSI structure. As a result, its former employees cannot access ETSI and/or 3GPP portals and services on behalf of the organization.

Country

You can choose one country only.

Family (Status filter)

You can choose from the following organization types: ETSI, 3GPP, oneM2M and Other (e.g. NSOs, Partners, organizations providing STF Experts, etc.). This filter influences the options available in the Status filter. If no value is selected in the Status filter, the system will search for all organizations that currently hold an ETSI membership.

Status

You can select one or multiple statuses based on the chosen Family. The selected status will influence the available options in the Category filter

Category

The available categories depend on the selected Family and Status. Options will adjust dynamically based on your previous selections.

Type

This field can include the following values: (Trade) Association, Micro-Enterprise, Not-for-profit User Association, Small & Medium Enterprise.

Reason for transition

This field indicates the reason why a status has ended or will end.  It works closely with the Status Timeline and Status filters.

Unlike other filters, this one does not evaluate the current status. Instead, it focuses on the end reason of a past or future status.  ETSI Membership ​is represented by a sequence of status values over time, and each status period ends with a specific reason. This filter allows you to identify organizations whose last status ended (or will end) for a specific reason.​ Available reasons are: Withdrawn, Ramp Up, Rejected, Transition, Expelled.

               Withdrawn (resigned): The organization has communicated its intention to resign from ETSI Membership at the end of the current period. This ends the status for both the organization and its employees.

               Ramp Up: The organization has declared a higher ECRT and agreed to increase its financial contribution over a defined period. This does not end the membership itself, but marks the end of a specific membership phase.

               Rejected: The organization's application for ETSI membership was rejected, ending the corresponding status (e.g. Applicant).

               Transition: The status ends as the organization progresses to the next logical status​ (e.g. from pre-Applicant to Applicant). If this is the last recorded end reason, it may indicate that the status update was not properly completed.

               Expelled: The Organization has been expelled, and all its employees lose access to ETSI and/or 3GPP services.

Status timeline

This filter allows you to specify the time period for which you want to search for an organization’s status.

It is directly linked to the Status, Family, and Reason for Transition filters. If you select a Past timeline but do not specify a Reason for Transition, the timeline filter will be ignored

The timeline filter does not affect other filters related to status. For example, if you select a Category, it will reflect the current ETSI membership category, not the one associated with a past or future withdrawn status.  

• Current and Future: The organization holds the selected status(es), which are active today or will end in the future
• Past: The The organization held the selected status(es) in the past. If an organization had the same status value in both past and current periods (e.g., ETSI member under different conditions), both will be displayed.   

Number of Voting Weights

Voting weight currently hold by the organization (note that the exact figure should be inserted: 3, 4, 5, 6, 8, 10, 13, 16, 20, 24, 29; there is no way to search for multiple values).

ISG activity

This filter allows you to search for organizations based on their current participation in Industry Specification Groups. If you select Yes, the search will return organizations that are actively participating in at least one ISG. If you select No, it will return organizations that are not currently active in any ISG.

ISG

When ISG Activity is set to Yes, you can further narrow your search by selecting one or more specific ISGs. If multiple ISGs are selected, the search will return organizations participating in any of the selected ISGs (logical OR).

Advanced Search

The Advanced Search function allows you to:

• Combine multiple filters using the AND operator to narrow down results.
• Search independently using the OR operator to broaden the scope.

For certain filters, you can customize the logic operator, including:

• Is / Is Not
• Starts With / Contains / Is
• In / Not In
• ≥ / Is / ≤

You can search using common filters such as:

• Organization ID
• Name
• Country
• State

Note: If no value is specified for the State filter, the system will default to searching for active organizations only.

\!/ Important: To validate your query, you must click the circle with the “+” sign before clicking Search. This step also allows you to add additional search criteria.

Date Range

The Date Range filter allows you to search for organizations that met specific conditions during a defined period (e.g., in 2020). If no date range is specified, the system will search for organizations that matched the selected criteria at any point in time.

Note: The Date Range filter affects all filters marked with an asterisk (*), including:

• *Status family
• *Status list
• *Type
• *Category
• *Nb of Voting Weights
• *ISG List

Simple Search vs. Advanced Search

Simple Search returns organizations that currently meet the selected criteria.

Advanced Search returns organizations that have met or will meet the criteria, including those within a specified date range. This explains why Advanced Search may return more results when using date-sensitive filters.

* Date-Sensitive Filters (marked with*)

These filters allow you to search for organizations that met specific conditions during a defined period of time. They are impacted by the Date Range filter.

*Status family

Search for organizations that held a specific status family (e.g., Member, Applicant) during a selected time period.

*Status list

Search for organizations with a specific status (e.g., Active, Suspended) over a defined timeframe.

*Type

Search for organizations with a specific type (e.g., SME, Trade Association) during a given period.

*Nb of Voting Weights

Search for organizations with a specific Voting Weight over a selected time range.

*ISG List

Search for organizations that participated in one or more named ISGs during a specific period.

To ensure your query is saved correctly, make sure to validate it by clicking the circle with the “+” sign before using the Search button.

Share

This feature allows you to save your current search query, including all selected filters, and automatically copy a shareable link to your clipboard.

You can use this link to share your search and its results with colleagues and to bookmark frequently used queries for quick access in your browser.

Actions

Actions

Create Organization: The Create function allows you to register a new organization by providing the following details:

• Commercial Name (formerly Short Name) – limited to 30 characters
• Legal Name (formerly Long Name) – limited to 100 characters
• Country

The system will prevent creation if an organization with the same Commercial Name and Legal Name already exists. This validation helps avoid duplicate entries and ensures data integrity within the Directory Service.

Show Audit: For each listed organization, the audit results display either the number of failed rules or a green checkmark if all rules passed successfully:

Actions - Show Audit

Show Audit

Export​

You can export the results of your search using the following options:

Actions - export

• Audit : Downloads an Excel file listing the audit rules that were not met by the organizations in the result list.
• Credit Notes: Exports credit notes for the financial years N-2 and N.
• XLSX: Exports the displayed list to an Excel spreadsheet.
• CSV : Exports the displayed list to a text file with a .csv extension. You can choose the delimiter format:
  • (;) – All data in a single column, fields separated by a semicolon.
  • (tab) – All data in a single column, fields separated by a tab character.
  • (,) – All data in a single column, fields separated by a comma.

Organization details

When you select an organization from the search results, its details are displayed.

The General Information panel is always visible, regardless of which tab you select. It includes key data such as the organization's State, Commercial Name, Legal Name, and Country.

In the top-right corner of this panel, you'll find the summary of the Audit Rules (red), the Edit button for Administrators and the Actions button.

Below the General Information panel, you'll see a set of tabs that provide access to additional sections. You can navigate between them by clicking on each tab.

The Hired Persons button redirects you to a separate page listing individuals hired by the organization, with filters available for Active, Not Active, or All statuses.

Edit

You can modify the following fields: Country, Additional Information and Declarations (under GENERAL), Address, Status, official and technical roles (under OFFICIALS), ISG, and NSO Role.

Important: You will not be able to update an organization if another organization with the same name already exists in the system. If this occurs, please contact the Membership

Administration team for assistance.

Actions

From this menu, you can access the following functions:

• Rename: Update the organization's Commercial and/or Legal Name. Technical renaming propagates the change across all meetings, voting records, and historical entries. Legal renaming applies the change only to entries created from the effective date of the name change.

• Disable: Temporarily revokes access to ETSI/3GPP online applications for all accounts associated with the organization and removes them from subscribed mailing lists / Enable: Restores access to ETSI/3GPP online applications for previously disabled accounts. However, mailing list subscriptions are not reinstated.
• Archive: Use this when the organization no longer operates within the ETSI environment.
  • Ends all ISG participations.
  • Revokes portal access for all associated persons.
  • Deletes their EOL accounts.

Note: Archive is available only if the organization has no active ETSI/3GPP status. Otherwise, you get an error:  

• Unarchive: Reverses the archived status of the organization. Note: Former EOL accounts are not restored.

• Suspend: Temporarily suspends ETSI Membership. Delegates lose access to the members-only areas of the ETSI and/or 3GPP portals.
• Change domain name: The email domain name change is applied to all individuals in the organization who currently use the domain being updated.

• Resume: Available when the organization has been suspended. Restores ETSI Membership and access to members-only areas.

• Merge with: Opens a selection menu to choose a target organization for merging. Upon confirmation the current organization is deleted from the ETSI database. The following data is transferred to the target organization:
  • Declarations
  • Addresses (duplicates may need to be manually removed)
  • Statuses
  • Roles
  • ISG Membership
  • Representing Persons
  • Hired Persons
  • Activities

Note: History records are not transferred.

• Export Invoicing: Exports the organization's activities over the past three years to an Excel file.

GENERAL tab

This tab displays four main panels:

• Status: Shows the organization's current statuses (e.g., active), as well as any withdrawn or expelled statuses.
• Additional Information: Includes the declared activity, phone code, phone number, website URL, VAT number, and PO Number.
• E-mail domain name(s): Shows the domain names allowed for the organization.
• Declarations: Lists decisions and remarks related to the organization. You can use the Edit function to update the additional information and add new declarations (see details below).

Control on VAT number

The system automatically checks whether the VAT number matches the expected format for the organization's country. The table below outlines the valid formats by country:

Country/Region Code	Expected Format
AT	ATU########
BE	BE#########
BE	BE #########
BE	BE0#########
BE	BE ###.###.###
BE	BE ### ### ###
BE	#########
BE	###.###.###
BE	### ### ###
BG	BG##########
BG	BG#########
CY	CY########@
CY	########@
CZ	CZ########
CZ	CZ#########
CZ	CZ##########
CZ	########
CZ	#########
CZ	##########
DE	DE#########
DE	#########
DE	DE#########
DE	DE #########
DK	DK########
DK	########
EE	EE#########
EE	#########
ES	ES########@
ES	########@
ES	ES@########
ES	@########
ES	ES@#######@
ES	@#######@
ES	@########@
ES	@######@
ES	@#####@
ES	#######@
ES	######@
ES	#####@
ES	@#######
ES	@######
ES	@#####
FI	FI########
HR	HR###########
HR	HR###########
HU	HU########
HU	########
IE	IE######??
IE	IE######???
IT	IT###########
LT	LT#########
LT	LT############
LT	#########
LT	############
LU	LU########
LU	########
LV	LV###########
LV	###########
MT	MT########
MT	########
NL	NL#########B##
NL	#########B##
PL	PL##########
PL	##########
PT	PT#########
RO	RO##########
RO	RO########
RO	RO#######
SE	SE##########01
SE	##########01
SI	SI########
SI	########
SK	SK#########
SK	SK##########
SK	#########
SK	##########

Declarations

Declarations consist of Decisions and Remarks, and can only be created by the ETSI Secretariat.

Decisions

To add a new decision, you must provide the following: Source: e.g., DG, GA, or Poll

Type: Varies depending on the selected source (see below)

Date: The date the decision was made

Comment: A brief explanation or context for the decision

Types by Source:         

• DG: Approval, Withdrawal, Expulsion, Reject, Suspension, Resume
• GA: Approval, Withdrawal, Expulsion, Reject
• Poll: Approval, Withdrawal, Expulsion, Reject. When the source is Poll, you must also select the Poll date using the Events field.

Remark Types

You should add a Remark, providing its Type and Comments. Source field should be ignored, it is automatically set to Remark Type/

Select from the list below:

• Secretariat: Internal notes visible only to the Secretariat; not accessible to members
• PreWithdrawn: Used when a member has announced their resignation, which will take effect on January 1st. This remark indicates the resignation has been received, but the membership is still active.
• Membership: Remarks related specifically to the organization’s membership.
• Others: For any other relevant notes that don’t fall into the categories above.

Comments: Provide relevant details or context.

Status tab - Organization Identity Card

Displays the complete history of the organization's statuses since its registration in the ETSI Directory Service.

You can filter the list by Timeline (All, Past, Current and Future), and Family (ETSI, 3GPP, Other, oneM2M).

You can also use the Members filter to focus on NSO-related statuses (All, NSO Member, NSO Non-Member):

Visual cues:

Active statuses are highlighted with a blue background.

Hovering over the € symbol in the financial contribution column reveals the organization's financial contribution. The bottom-left corner shows the total number of displayed statuses:

Add new status

To add a new status, click Edit. A plus icon will appear in the top-right corner of the card.

OFFICIALS tab

This tab displays individuals holding Official and Technical roles. Official roles may be held by persons hired either by the organization itself or by another organization. To add a new Official role, click Edit - a plus icon will appear in the top-right corner of the card. To modify existing roles, use the same Edit function. If a role is ended with a future end date, it will continue to appear on the General tab until that date is reached.

You cannot set a role’s start date earlier than the organization’s status start date.

Technical roles are held within Technical Bodies by persons hired by the organization.

Note: Technical roles cannot be added via this tab - they must be managed through the blue BODIES tab.

ISG tab

This tab lists the ISGs (Industry Specification Groups) that the organization currently participates in or has participated in.

To add a new ISG status, click Edit — a plus icon will appear in the top-right corner of the card.

You can also modify existing ISG statuses using the same Edit function.

NSO ROLE tab

This tab shows organizations that represent their country’s National Standards Organization (NSO). To add or modify an NSO role, click Edit - a plus icon will appear in the top-right corner of the card.

The following fields are displayed:

1. Agreement Date: Date the agreement was signed with the hosting country.
2. Start Date: Date the organization began its NSO role.
3. End Date: Date the NSO role ended.
4. Voting Weight: Voting weight assigned to the country for NSO-related votes.
5. Voting Rights: Indicates whether the country is eligible to have an NSO representative in ETSI.
6. Official Contact: Person holding the official contact role.
7. No Voting Since: Date the country lost its voting rights for NSO-related votes.

REPR. PERSONS (representing persons) tab

Displays the list of individuals authorized to represent the organization. These representatives can:

• Register for meetings on behalf of the organization
• Cast votes under the organization's name

Important: If a representative's hiring organization is not an ETSI member, they will not have access to password-protected information of ETSI resources.

To add a new representative, navigate to the corresponding Person page.

ACTIVITIES tab

Shows a year-by-year overview of organizational activities, updated automatically.

Includes:

• Meetings attended
• Mailing list subscriptions
• Technical roles held

INVOICING tab

Displays membership contribution details across multiple years.

This section provides an overview of invoicing history related to the organization's membership, including issued invoices and payment status.

HISTORY tab

Tracks all changes made to the organization. You can filter on the left (History Date / Events type / Value to Search).

AUDIT tab

Lists all warnings and errors detected in the organization's data.

Persons

Display the list of Persons

This page displays the list of persons registered in the system. To access persons at any time, click the PERSONS button in the top blue navigation bar.

When you open the page for the first time, it shows the list of active delegates.

Once you apply any filters, your selection will be remembered for your next visit - until you close your browser.

Simple Search

Use this feature to quickly find a person by typing their name, ID, or email. The system begins searching as you type. By default, only active persons are shown. Use the toggle to switch between State Active, Not Active (Archived), or All. Click on column headers to sort the results.

Add and combine filters to refine your search:

• State: Active or Archived
• Employee of: Organization employing the person
• Official Role: e.g., Official Contact, Legal Contact, GA Correspondent, etc.
• Representing Official Role (incl.): Set to Yes to include persons representing an organization different from their employer
• Technical Role: e.g., Chair, Vice Chair, Technical Officer
• Representing Technical Role (incl.): Set to Yes to include persons representing another organization in a technical role

Advanced Search

Advanced Search allows for more complex queries using logical operators. Combine filters using AND or OR.

Use operators like:

• Is / Is Not
• Starts With / Contains / Is / Ends With
• In / Not In
• ≥ / ≤ / Is

You can search using fields such as:

• Person ID
• Family Name
• Given Name
• State
• Username
• Email

Date Range Filter: Use this to search for persons who met specific conditions during a defined period (e.g., in 2020). It applies to filters marked with an asterisk (*), including:

• *Official Role: Persons who held an official role during the selected period
• *Technical Role: Persons who held a technical role during the selected period
• *Flags List[SD1] : Persons with specific flags checked during the selected period

If no date range is specified, the system will search across all time. This may include persons who no longer meet the selected criteria.

Share

The Share function copies the current search URL to your clipboard, including all applied filters.

This allows you to:

• Share your search results with colleagues
• Save predefined queries for future use (e.g., in your browser favorites)

Actions

Create

Allows you to create a new person within an active organization.

• If a person with the same or inverted Family and First Names already exists, the system will detect a potential duplicate.
• If the email address already exists, it will also be flagged as a duplicate.

In both cases, creation is blocked unless you have special permission to force the creation.

If you believe the creation should be forced, please contact the Membership Administration team.  

Move to another organization

This action:

• Creates a duplicate of the selected person(s) in the target organization
• Archives the original person(s) in the current organization

See the Person Details section for more information.

Exp​ort

You can export your search results in various formats:

• Audit: Excel file listing audit rule failures for each contact in the results
• XLSX: Standard Excel export of the results table
• CSV (;): CSV file with semicolon-separated values
• CSV (tab): CSV with all data in a single column, fields separated by commas
• CSV (,): CSV with all data in a single column, values enclosed in quotation marks

Show/Hide Audit:

Toggle the display of audit results:

A green check indicates the person passed all audit rules. A number shows how many rules were failed.

Person details

When you click on a person from the search results, their full profile is displayed.

General Information Pane

This section shows key details about the person, including:

• Title
• Family Name and Given Name
• Email Address
• Employee Of (employing organization)
• State (Active or Archived)

In the top-right corner of this pane, you’ll find:

• A summary of Audit rule results
• The Edit menu
• The Actions menu

Edit

The Edit function allows you to update key personal details, including:

• Title
• Employing organization ("Employee Of")
• Email address
• Family name and Given name
• Selected fields in the Additional Information pane
• Remarks (you can add notes or comments)

When editing any of these fields, the system may display a warning if it detects a potential duplicate—such as a person with the same or reversed names, or an existing email address.

Actions

Archive

The Actions function allows you to Archive/Unarchive or move people.

Note: If you want to add a comment you need to do this before you archive the record!

This action deactivates a person’s profile and triggers the following:

• The associated EOL account is deleted
• Any official or technical roles held by the person are automatically ended on the day the action is performed

Unarchive

Available only for previously archived persons. Restores the person’s profile to Active status

Important: This action is not symmetrical to archiving as it does not restore the deleted EOL account and it does not reinstate any previously held roles.

Move to another organization

This function allows you to duplicate a person’s record in a different organization.

• A new Person record is created in the target organization, while the original (source) Person record is archived.

The operation is handled by a background task, which may take a few seconds. During this time, a “Move in progress” message is displayed. Once completed, a “Move is completed” message appears, including a link to the newly created Person record.

• If the source Person holds any Official or Technical roles, these roles are transferred to the new Person record.
• The new Person is assigned a new EOL username, but retains the same password as the original. Two notifications are sent:
  • Informing the person that their EOL has changed due to the move.
  • Providing the new EOL username.
• The email address remains the same as in the original record.

• All future meeting registrations are automatically updated. When the person logs in with their new credentials, they will still see all upcoming meetings they had previously registered for.  

GENERAL tab

This tab provides additional information about the person, including:

• Username (This is the ETSI Online (EOL) login, automatically assigned by the system. It is not editable.)
• Business title
• Phone code
• Phone
• Mobile Phone Code
• Mobile Phone
• Business Title
• Person remarks
• Flags (These are system-generated based on other data. For example, if a person holds an Official role in one or more Technical Bodies, the TB Official flag will be set.)
• Employee of (Hiring Organization)

ROLES tab

This tab displays the Official and Technical roles held by the person. To add a new Official role, click Edit - a plus icon will appear in the top-right corner of the card.

You can also modify existing roles using the same Edit function.

If you enter a comment while editing a role, a text icon will appear in the left column of the role list. Hovering over this icon will display the comment.

You cannot set a role’s start date earlier than the organization’s status start date.

Official role(s)

Official roles include:

Legal Contact, Official Contact, Financial Contact, Voting Contact, GA Correspondent, Board Correspondent, TA Correspondent, Contact for PT Experts, Commercial Contact, Press Officer, Unofficial Contact.

Technical role(s)

Technical roles refer to positions held by individuals within ETSI Technical Bodies. These roles are typically assigned to persons hired by the organization and are essential for the coordination and leadership of technical work. The main Technical roles include:

• Chair
• Vice Chair
• Technical Officer

Note: Technical roles cannot be added or modified via the ROLES tab. They must be managed through the blue BODIES tab.

REPRESENTING ROLES tab

This tab displays individuals who are not hired by the organization but are authorized to represent it in ETSI activities.

A physical person working for an organization related to ETSI may represent none, one, or multiple organizations.

By default, a person is allowed to represent their hiring organization.

This tab specifically lists those who are external representatives - i.e., persons who are not employed by the organization but have been granted representation rights.

ACTIVITIES tab

Activities are displayed on a yearly basis and are automatically kept up to date. Export button allows to export in XLSX or CSV format.

HISTORY tab

The HISTORY tab provides a detailed log of all changes made to a person's record. You can filter change events using the following criteria:

History Date: Select a specific time period to view changes made during that range.

Event Type: Filter by the type of change. Available event types include:

• Create – Initial creation of the record.
• Modify – Updates to existing data.
• Add Child – Addition of a related sub-entity (e.g., adding a group member).
• Remove Child – Removal of a related sub-entity.
• Update Child – Modification of a related sub-entity.

Note: “Child” events refer to changes made to entities linked to the person’s record, such as group memberships or roles.

AUDIT tab

The AUDIT tab displays any failed audit rules and potential warnings related to the person's record.

Groups

This feature allows you to declare group memberships for specific organizations. The main type of group is the ETSI Corporate Group (ETSI), as defined in the ETSI Directives.

Another group type is 3GPP, which does not exactly follow the ETSI Corporate Group definition. Its primary purpose is to group organizations that represent each other in 3GPP meetings.

Another group type available in the system is ETSI Public, which is used to represent country Administrations and Other Governmental Bodies in the group. This group helps identify and organize entities that are officially linked to Administrations, distinguishing them from corporate or commercial organizations.

The Academic Group is under development. To group Multiple Public Research Bodies or Universities belonging to the same Group of Entities joining ETSI.

Display the list of Groups

To view the list of groups, simply click the “GROUPS” link located in the top blue navigation bar.

Simple Search

This feature allows you to quickly locate groups by entering their Name or ID, and selecting their State (Active, Archived, or All).

You can refine your search further by clicking “More Filters”, where you can filter by Group Family, such as:

• ETSI
• 3GPP
• ETSI Public
• Academic Group

Additionally, you can search for groups that participate in one or more ISGs, making it easier to identify relevant collaborations.

Advanced Search

The Advanced Search feature allows you to perform more precise queries by combining multiple filters using logical operators:

• Use AND to find results that match all selected criteria.
• Use OR to find results that match any of the selected criteria.

You can customize the logic for certain filters using operators such as:

• Is / Is Not
• Starts With / Contains / Is
• In / Not In
• ≥ / Is / ≤

Common filters available include:

• Group ID
• Group Name
• Group Family
• Targeted Class of Contribution
• Group State

This functionality helps you narrow down search results efficiently and tailor queries to specific needs.

Share

The Share function copies the current search URL to your clipboard, including all applied filters.

This allows you to:

• Share your search results with colleagues
• Save predefined queries for future use (e.g., in your browser favorites)

Actions

Create

This function allows you to create new Groups by specifying the Group Name and selecting the appropriate Group Family.

Once a group is created, the Group Family cannot be changed. Please ensure the correct classification is selected during creation.

Show Audit

Displays or hides, for each group row, the number of failed audit rules or a green checkmark if the audit has passed successfully.

Export

You can export the results of your search in various formats by selecting the appropriate option:

• Audit: Download an Excel file listing the audit rules failed by the groups in your search results.
• XLSX: Export the results table as a standard Excel spreadsheet.
• CSV (;): Export the data in CSV format, with fields separated by semicolons—ideal for structured table views.
• CSV (tab): Export all data into a single column, with fields separated by tabs.
• CSV (,): Export all data into a single column, with fields separated by commas and enclosed in quotation marks.

Archive

You can archive a Group.

In the General Information panel, you can view the group's Name, Group Family, Group Contact, Group ECRT (in M€), Class of Contribution, and Targeted Class of Contribution.  

Below the General Information panel, all other tab contents are accessible.

Group details

When you select a group from the search results, its details are displayed.

In the top-right corner of this panel, you'll find the Edit and Actions buttons, along with the result of the Audit action, which is automatically triggered upon opening the page. In the top-right corner of the page, the name of the last user who modified the page is displayed.

Audit

Here you see the Audit rules succeeded or failed, and potential warnings.

Edit

When using the Edit function, you can modify the following fields:

For ETSI Corporate Groups:

• Group Name
• Group Contact
• Targeted Class of Contribution

For Public Groups:

• Group Name
• Group Contact

For Academic Groups:

• Group Name
• Group Contact

For 3GPP Groups:

• Group Name
• Group Contact

GENERAL tab

This section provides key information about the member's role and contribution within the group:

• Role in Group: Indicates whether the member is a Primary Member or an Additional Member. Each group can have only one Primary Member.
• Organization Name: Displays the name of the member organization.
• Current Status: Shows the current membership status.
• Class / Voting Weights: Additional Members may carry the voting weight of the Primary Member. In case of multiple votes, the last vote submitted is considered.
• ECRT / GDP: If the member organization has declared an ECRT or GDP amount, it will be displayed here. Otherwise, only the corresponding Class of Contribution is shown.

ACTIVITIES tab

Activities are displayed on a year-by-year basis and are automatically updated to reflect the latest available data.

HISTORY tab

This tab displays all changes made to the organization over time. You can filter change events using the following criteria:

• History Date: Select a specific time period to narrow down the results.
• Event Type: Filter by the type of change. Available event types include: Add Child, Archived/Unarchived, Create, Modify, Remove Child.
• Add / Remove / Update Child Events: These refer to changes involving a child entity related to the organization you're viewing (e.g., Group → Group’s Member).
• Value to Search: Enter a keyword, date, text, or number to search within the history records.

Membership Management

Membership is managed by ETSI Administration through a sequence of statuses over time. This logic applies consistently across ETSI membership, 3GPP, and any other status family.

Membership details can be accessed and modified via the Organization Status tab.

Key Concepts

Start and End Dates. Each status includes a start date and an end date. You can set an end date in the future; the status remains valid until that date is reached.

Note: An end date such as 2023-01-01 is stored as "2023-01-01 00:00:00.00". Applications that do not ignore the timestamp should interpret this as "2023-01-01 23:59:59".

Statuses: Pre-Applicant and Applicant

The Pre-Applicant status represents organizations that have signed the Membership Agreement but not yet paid their membership fees.

This status is used for administrative purposes only, helping Membership Administration identify unsigned or unvalidated membership requests.

Pre-Applicant organizations have no access rights until they pay and get the status “Applicant”.

To ensure consistency with actual membership levels, the Pre-Applicant and Applicant statuses have been refined and split into the following categories:

·        Full Member

·        Associate Member

·        Observer Member

This classification aligns with the effective membership type of each organization.

Additionally, the statuses Pre-Applicant 3GPP and Pre-Applicant oneM2M have been introduced to manage access rights specific to 3GPP and oneM2M. These statuses remain in place until the end of the online poll when the membership is confirmed, at which point access rights become valid.

Deprecated Statuses

The statuses Withdrawn and Expelled have been deprecated. Instead, they are now recorded as Reasons for ending a status.

Tracking Status Evolution

Multiple status entries can now exist for a single status family. This allows tracking changes in financial contributions or other characteristics over time.

ISG Participation

The ISG status is no longer used to indicate participation in ISGs.

To view ISG involvement, refer to the ISG tab. To find organizations participating in ISGs, use the "ISG" search filter.

Ending ETSI Membership

To terminate an organization's ETSI membership, follow these steps by editing its corresponding ETSI status:

• Navigate to the organization's Details page and open the Status tab.
• Ensure the relevant status is visible. Set the Timeline filter to All to display past, current, and future statuses.
• Click Edit in the top right corner. This will display a Menu button next to the status you wish to modify.
• Select Edit from the menu to open the Edit Status window.
• Set an end date for the status
• Choose a reason for ending the status from the predefined list.

Setting an end date does not trigger immediate actions. The system schedules the necessary updates to occur on the specified date.

For example, if a member is withdrawn on 31 December 2022, the following actions will be executed during the night following that date:

• Termination of the organization’s ISG participations
• Removal of official contact roles linked to ETSI and 3GPP (if applicable)
• Removal of delegate roles in ETSI technical bodies
• Notification to delegates that they have lost access to ETSI and 3GPP online applications
• Creation of a new entry in the organization’s history log

How to Edit a Status

To add, modify, or end a status, follow these steps:

Go to the Organization Details page and open the Status tab.

Use the Edit menu:

and once in edit mode, apply the necessary changes in the Edit Status window.

Don’t forget to Save and Apply your modifications.

How to ​add a new Status

After selecting Edit, click the plus icon (+) in the top-right corner of the Organization Identity Card:

A pop-up window will appear for entering the new status details:

Fields marked with an asterisk (*) are mandatory.

Depending on the selected Family / Status / Category, additional fields may appear (e.g., for financial or legal information):

How to ​modify a Status

In edit mode, locate the status you want to change.

Click the three-dot menu next to the status.

Select Edit to open the modification window.

Make your changes and Save/Apply them.

How to end a Status

In the Edit Status window, provide:

• An End Date
• A Reason for ending the status (selected from a predefined list)

You can set an end date in the future (e.g., for a planned resignation). The status remains active until the specified end date is reached.

How to Transition from Applicant to Member Status

Note: The same process applies for the transition from pre-Applicant to Applicant.

When a new organization's application is approved by existing ETSI members, you must update its status from Applicant to Full Member or Associate Member.

Steps to Perform the Transition

• Go to the Status tab of the organization's profile.
• Locate the Applicant status.
• Select Edit and open the menu at the right of the Status line and select Copy.

This will open a window to create a new status, pre-filled with the information from the Applicant status:

In the pop-up window:

• Adjust the status type (e.g., Full Member or Associate Member).
• Enter the correct Start Date, i.e. 22 March, 22 June, 22 September or 22 December
• Select the reason “Transition” next to the field “Terminate original status with reason”

This process ensures a smooth transition while preserving historical data and maintaining consistency across membership records.

How to Search for Withdrawn or Expelled Memberships

You can filter organizations based on their membership termination reason and timeline using the search filters.

To find organizations whose ETSI membership has been withdrawn in the past:

• Set Family to: ETSI
• Set Reason for Transition to: Withdrawn
• Set Status Timeline to: Past

To find organizations whose ETSI membership will be withdrawn at the end of the current period:

• Set Family to: ETSI
• Set Reason for Transition to: Withdrawn
• Set Status Timeline to: Current and Future

To find organizations that have been expelled:

• Set Family to: ETSI
• Set State to: None (remove Active)
• Set Reason for Transition to: Expelled
• Set Status Timeline to: All

Display the list of Bodies

To view the list of bodies, simply click the BODIES button located in the top blue navigation bar.

When you open the page for the first time, the system displays the list of active bodies by default.

Once you apply any filter, your selection is automatically saved and will remain active until you log off or Reset Filters.

 

Simple Search

This function helps you find bodies and sub-bodies quickly by typing a part of their Name or their Title or their full ID and by selecting the State toggle switch (Active, Not Active, All). You can sort the results by clicking on sortable columns.

The toggle switch has three buttons, each one grouping several states of a body.

• Active: Displays only bodies currently in the Active state.
• Not Active: Includes bodies in the Under Preparation, Cancelled, or Terminated states.
• All: Shows bodies in any state, regardless of their current activity status.

By clicking on More Filters, you can access additional filtering options and combine multiple criteria to refine your search results more precisely.

State

This field allows you to filter bodies based on their current status. The available values are:

• Active: The body is operational and has ongoing member activity.

• Under Preparation: The ETSI Secretariat is preparing the body prior to its public launch.
• Cancelled: The body’s creation was not confirmed and has been cancelled.
• Terminated: The body is no longer active.

Family

This field categorizes bodies into several groups:

• 3GPP: Any 3GPP-related body.
• ETSI: ETSI Technical Bodies (excluding ISGs & SDGs).

• ISG: Industry Specification Groups.
• NSO/NSB: Any related body
• SDG: Software Development Groups
• OTHER: Non-technical groups such as Board, GA, OCG, FC, IPR, etc.

Key 1 / Key 2 / Key 3

These fields allow hierarchical filtering:

Key 1: Select one or more top-level bodies.

Key 2: Select sub-bodies under the chosen Key 1 bodies.

Key 3: Select further sub-bodies under the selected Key 2 bodies.

Each level refines the list based on the parent body selected.

Type

This field lets you filter by body type. Multiple selections are allowed. Examples include:

• Technical Committee / Working Group / Task Group / Special Committee / Coordination Committee / Partnership Project

Visibility on portal

This toggle refines the search based on whether the body is visible on the ETSI Portal or the 3GPP Portal.

Show only top bodies

This switch limits the search to top-level bodies only, excluding sub-bodies.

Share

the resulting link to your clipboard. You can then share this link with a colleague to replicate the same search and view the same results. It’s also useful for creating predefined queries that can be saved as bookmarks in your browser.

Actions

• Create top body: Allows you to create a new top-level body.
• Export: Enables exporting the search results in various formats:
  • XLSX: Exports the displayed list to an Excel file.
  • CSV: Exports the displayed list to a text file with a .csv extension, using one of the following delimiters:
    • (;):  Fields separated by a semicolon.
    • (tab): Fields separated by a tab character.
    • (,): Fields separated by a comma.

• Show Audit: Displays the audit status for each listed body. A green check mark indicates a successful audit. A number indicates how many rules failed for that body.

Display the details of a Body

When you select a body from the search results list by clicking on its title, you will be taken to a detailed view of that body.

The General Information panel is always visible, regardless of which tab you select on the page.

This panel displays key attributes such as:

• State
•  Family
• Type
• Start/End Dates
• Key1 / Key2 / Key3
• Title

In the top-right corner of the General Information panel, you’ll find the Actions button, which provides additional options.

Below this panel, you’ll see a series of tabs that give access to more detailed information. You can navigate through these by clicking on each tab.

Actions

From the Actions menu, you can access the following functions:

• Edit: You can update editable fields either in the General Information panel or within the individual tabs. In the General Information panel, the following fields can be modified:
  • State
  • Start/End Dates
  • Title

Additional editable fields may be available within the respective tabs.

Important: Controls are in place to prevent the creation of top-level bodies with duplicate titles.

• Create Sub Body: Allows you to create a sub-body under the selected body. Note: This option is disabled for third-level bodies or if the body’s state is Cancelled or Terminated.
• (Un)Publish: Toggles the visibility of the body on the ETSI Portal.
• Cancel this body: Cancels the creation of the body. This action is typically used when the body was never officially launched.
• Terminate: Marks the body as no longer active, effectively ending its activity.

GENERAL tab

This tab displays key information about the selected body, including:

Name: The current name of the body, which can be edited directly. Note: This is a free-text field, though it is common practice to structure the name using the body’s Key values.

Visibility on the Portal: Indicates whether the body is visible on the ETSI Portal.

Remarks

Remarks can only be created or edited by Secretariat staff. To add a remark in Edit mode, click the "+" icon, enter your text, and save. Each remark will display its date and author once saved.

 

ROLES tab

This tab displays all individuals who currently hold a role within the selected body. To add a new role, click Edit. A plus icon (+) will appear in the top-right corner of the card, allowing you to add a role.

You can also edit or delete existing roles using the same Edit function.

Roles can be assigned to any person from any organization. However, there are specific rules depending on the body’s family:

• ETSI & 3GPP Families

No eligibility checks are enforced; roles can be freely assigned.

• ISG Family

An audit rule applies:

If the person’s hiring organization is not an ETSI member, they cannot hold the role of:

• Chair or Vice-Chair of a top-level body
• Chair of a sub-body

Note: If you are adding a role from the Person page, you will only be able to assign roles to

ORGANIZATIONS tab (only for ISG and OSG)

This tab lists the organizations participating in an ISG, OSG or SDG. To add a new organization, click Edit. A plus icon (+) will appear in the top-right corner of the card, allowing you to add a new ISG, OSG or SDG Status.

You can also modify existing ISG, OSG or SDG statuses using the same Edit function.

Filtering options include:

• Status of the organization within the ISG/OSG/SDG
• Period of participation

Additionally, you can choose to display only those organizations whose ISG/OSG/SDG status does not comply with their ETSI membership.

SUB BODIES tab

This tab displays the list of sub-bodies associated with the selected top-level body. You can filter the sub-bodies based on their state and period of activity

APP SETTINGS tab

This tab displays the technical settings associated with the body.

ACTIVITIES tab

This tab presents a year-by-year overview of the body’s activity. The figures are automatically calculated from various source databases and include:

• Number of meetings created for the body
• Number of subscriptions to the associated mailing list
• Number of contributions submitted
• Number of contributing organizations
• Number of distinct meeting registrants

• Number of organizations registered for at least one meeting

HISTORY tab

This tab provides a detailed log of all changes made to the body. You can filter the history by:

History Date: Use start and end date filters to define a specific period.

Event Type: Includes the following categories:

• Add/Remove/Update Child: When a role is added, modified, or removed; or when an organization is added/modified in an ISG.
• Cancelled
• Terminated
• Created
• Modified: Any change to editable fields.
• (Un)Published

Value to Search: Enter a keyword, date, or number to search within the history log.

Note: Only events recorded since the BODIES feature went live (Sept-2022) are shown here. Earlier changes are stored in a legacy table, which can still be viewed via the "Updates Log" tab in the DS desktop application.

AUDIT tab

It displays all warnings or errors that have been detected on the Bodies data.  See List of Bodies rules

NOTIFICATIONS

This section displays all notifications triggered by specific actions performed on a body. Each notification corresponds to a defined event, helping track changes and updates in real time.

Trigger	TO	CC	BCC
Create a top body	Helpdesk	<user who created the entry>	No
Create a sub body	Helpdesk	<user who created the entry>	No
Add an ISG Member/Participant Organization	Body Chair and Body support (*)	isgsupport@etsi.org	No
Add a role in a Body	Body support	No	No
Modify a role in a Body	Body support	No	No
Publish a body on portals	Body support	No	No
Unpublish a body on portals	Body support	No	No
Change a body's state to Terminated	Body support	No	No
Change a body's state to Cancelled	Body support	No	No
Archive a person with active Role in a Body	Body support

E-mail Notifications

Each of those actions corresponds to an e-mail notification:

ETSI

Welcome as an applicant for ETSI membership: Sent to the Official Contact of the organization, contains information about: registration confirmation; conditions and financial contribution; rules and legal obligations; how to participate and get access rights; where to find information and useful resources; who are the contact points.       

Official Contact has been added:   When you add a new Official Contact, a confirmation e-mail is generated

Official Contact has been removed: When you remove an existing Official Contact, a confirmation e-mail is generated

Voting Contact has been added: The Official Contact is informed that a voting contact has been added.

Financial Contact has been added: The Official Contact is informed that a financial contact has been added.

ETSI Membership is resumed: The Official Contact is informed that the ETSI membership has been resumed

Membership has been suspended: The Official Contacts are informed that the ETSI membership has been suspended

3GPP

3GPP Withdrawal: Organization official contact and 3GPP membership receives a confirmation e-mail.

3GPP guest end date reminder: Two weeks before the end date, the official contact is notified with 3GPP membership in cc. On the end date notification is repeated.          

Other

ISG Withdrawn: Organization official contact receives a confirmation e-mail. Delegates with a representing role are informed too (to be checked).

Move a person from an organization to another organization: The person is notified by e-mail.

Move a set of persons from Main List of Persons: Individual notifications are sent to the contacts involved.

Organization renamed: The Official Contact of the organization is notified when the organization is renamed.