Using the Directory
Overview
The Directory makes it easy to find and connect with colleagues across your organisation. Whether you're looking for someone by name or searching for people with specific expertise, the Directory provides a quick way to discover who's who in your platform.
This guide covers how to navigate the Directory and make the most of its search and filter options.
Functionality Breakdown
The Directory displays all users in your platform as individual tiles, each showing key profile information. You can browse the full list or use search and filter options to find specific people.
Search Options
Search by Name
Enter a colleague's name in the search bar
Results show matching profiles with their expertise tags
Useful when you know who you're looking for
Search by Expertise
Select from available expertise tags in the dropdown
View all users who have that particular skill or knowledge area
Ideal for finding subject matter experts
Community Platform Filters
If you're on a community platform (using Member Directory), additional filters are available:
Industry – Filter by the industry users work in
Company Size – Find users from organisations of a particular size
Company Name – Search for members from specific companies
Pre-requisites
Role Requirements
All users with platform access can view and use the Directory.
Package Requirements
The Directory feature requires a Connect or Perform package. If you can't see the Directory in your navigation, your organisation may need to upgrade or enable this feature.
Quick Start Guide
Finding Someone by Name
Navigate to Community > Employee Directory (or Member Directory)
Type the person's name in the search bar
Browse the results to find the right person
Click their tile to view their full profile
Finding Experts by Skill
Navigate to Community > Employee Directory (or Member Directory)
Click the Expertise dropdown
Select the skill or knowledge area you're interested in
Browse users who have that expertise tag
Click any tile to view their profile and learn more
Adding Your Own Expertise
To appear in expertise searches, you need to add tags to your profile:
Click your avatar in the top navigation
Select Profile & Preferences
Under Key Info, find the Expertise field
Add relevant expertise tags that describe your skills
Save your changes
Your expertise tags will now appear:
On your profile page
On your tile in the Directory
In expertise search results
FAQs
Q: Why can't I find someone in the Directory?
The person may not have an active account, or they might be using a different name than expected. Try searching by their first name only, or check with your administrator.
Q: How do I appear in expertise searches?
Add expertise tags to your profile via Profile & Preferences > Key Info > Expertise. Only users with relevant tags will appear in expertise filter results.
Q: Can I see everyone in my organisation?
The Directory shows all active users in your platform. Deactivated users won't appear in the listing.
Q: Why are some filters not available to me?
Additional filters (Industry, Company Size, Company Name) are only available on community platforms using the Member Directory.
Troubleshooting
Issue | Solution |
|---|---|
Can't find a colleague | Verify they have an active account. Try searching by first name only. |
Expertise filter shows no results | Users must add expertise tags to their profiles to appear in these searches. |
My tags aren't appearing | Ensure you've saved your profile changes. Tags may take a few minutes to update. |
Directory is empty | Check your platform has active users. Contact your administrator if the issue persists. |
Search isn't working | Try refreshing the page. Clear your search and start again. |
Last Reviewed: 27/11/2025