Directory (NEW) - Configuration

A new updated directory is now available for your school, providing Family, Student, Teacher, Department Head and Admin directory options. You must ENABLE each directory in Admin settings for it to be visible to users!

Our biggest recommendation would be to set your school up to "Include data for all active users for the current school year by default". 

When users have to "opt in" to a directory, it is far less useful, because many just don't follow through. Schools have found it far more successful to include everyone by default with the option for users to "opt out" of specific data for the directory. 

Setting up your directories

In Settings > People Settings > Directory (NEW) - you will find all of the configurations to set up each of your desired directories.

Display Settings:

  • Select your default - recommend selecting YES to include all user data unless they opt out.
  • Custom Contents - This content will appear at the top of each directory. The text editor allows for font bolding, color, formatting, etc.
  • User Consent Contents - This content will appear on the user profile, Directory page where the user will opt in / out of their data in the directory:

Directory Configurations:

Each directory must be ENABLED for it to be visible to users.
Each directory has its own configurations and selection of fields to include.
Each directory has the option of who to make it visible to (Teachers, Guardians, Students); All Admins can see ENABLED directories.

The example below is a Student Directory set up page. Most of the options are the same across directories.

  • Enable the Directory - controls whether the directory will be visible
  • Make Directory Visible To - controls who can see the directory when enabled.
    Note-Admins can always see the directory when enabled.
  • Default Fields - Each directory has a different set of default fields. Default fields cannot be opted out of by the individual user.
    For Students, default fields include First and Last Name, and Student Academic Level. 
    For Guardians, Admins, Teachers, Dept Heads, default fields include First and Last Name
  • Include Email - Include Mobile Phone - Since email and Mobile Phone are basic fields, the option to include them are found in these Yes/No toggles, separate from Form Fields below.
  • Select Form Fields to Include (Limit 6) - Fields from your User Info Forms can be chosen to include on the directory - up to 6. Common fields may include address, other phone numbers, Campus information, Gender, etc.

Related Knowledge Articles:

Directory (NEW) - Admin Viewing & Usage

Directory (NEW) - Guardian / Student Viewing

Directory (NEW) - Teacher Viewing