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Directory

Give learners a central company directory of colleagues and work contacts, with full control over visibility and access.

The Directory is a people-first feature that surfaces a curated list of internal users and external work contacts directly inside the Learner portal. Admins control exactly who appears and who can see it.

To access this feature, navigate to People > Directory in the Admin Portal sidebar.


1. Feature Activation

The Directory is an opt-in feature. When you first visit People > Directory, you'll see the activation page. Click Activate Directory to enable it for your tenant.

Existing tenants that have previously activated other features will find the Directory pre-activated.


2. Admin Dashboard — 3 Tabs

2.1 Users Tab

Displays all active users in your tenant. Use the Show in Directory toggle on each row to curate exactly who appears in the Learner portal directory. Only toggled-on users are visible to learners.

ColumnDescription
UserName, email, and job title
RoleAssigned roles
GroupsGroup memberships
Show in DirectoryToggle to include / exclude from the learner view

2.2 Work Contacts Tab

Add external contacts your team needs to reach — HR mailboxes, IT helpdesks, reception, external vendors. Each contact stores:

  • Name (required)
  • Description (optional — role, department, context)
  • Email (optional)
  • Phone (optional)

Work contacts appear in the Work Contacts tab of the Learner portal directory.

2.3 Access Tab

Control who can view the Directory in the Learner portal.

ModeBehaviour
All UsersEvery active learner in the tenant can view the directory
Specific Users & GroupsOnly users or group members you explicitly grant can view the directory

The directory is hidden by default (Restricted mode with no grants). Grant access before sharing the feature with your team.


3. Learner Portal View

Eligible learners see a Directory item under the Community section in the sidebar. The page has two tabs:

  • Users — cards / list rows for each user where Show in Directory is enabled. Displays: profile photo, full name, job title, email, and phone.
  • Work Contacts — cards / list rows for every work contact added by an admin. Displays: name, description, email, and phone.

Both tabs support search and toggle between grid and list views.


4. Privacy & Access Notes

  • Users not toggled on in the Admin Users tab are never surfaced in the Learner directory, regardless of access mode.
  • Learners who don't meet the access criteria (Restricted mode) will not see the Directory menu item or page.
  • All changes are logged in the Tenant Audit Log.

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