Help Center

Directory

The Directory gives you a searchable, filterable view of everyone and every role in your organization. Use it to find people, check assignments, and get a quick overview without navigating the map. Explore the Directory app to see how it helps you stay organized.

The Directory in table view showing peers with columns for name, nickname, email, authorization level, and connection type.

Two tabs

The Directory is split into two sections:

  • Peers: all people documented in your organization
  • Roles: all roles across every circle

Each tab has its own search, sort, and filter controls.

Views

Switch between two layouts depending on what you need:

  • Table view: sortable columns with detailed information per row. Click any column header to sort ascending or descending.
  • Card view: a visual grid with entries grouped alphabetically. Useful for scanning names and photos quickly.

Search and filter

Use the controls at the top to narrow results:

  • Name: type to search by first or last name (Peers) or role name (Roles)
  • Email: find a specific person by email address
  • Permission level: filter by Owner, Editor, Member, or Guest
  • Custom fields: any custom field you have defined appears as an available column and filter

Combine multiple filters to quickly find the right person or role. For example, filter by permission level and then search by name to locate a specific Editor.

Context sidebar

Click any row or card to open a preview sidebar on the right. The sidebar shows key details (profile information, role assignments, or role properties) without leaving the Directory.

Bulk import

On paid plans, you can import people from a CSV file. Go to Settings and follow the import flow to add multiple peers at once.

Bulk import is available on paid plans only. Make sure your CSV file follows the expected format before uploading. See Managing People for more details.

SSO integration

If your organization uses Single Sign-On, the Directory stays in sync with your identity provider. New users provisioned through SSO appear automatically in the Peers tab.

Who can use Directory

  • Members, Editors, and Owners have full access to the Directory.
  • Guests cannot access it.