Your Directory page is where you'll manage users and reporting lines.
Click these links for step-by-step instructions for common user management tasks:
Navigating the Directory
Search and filter the directory using the search box in the upper right. By default, the directory only shows active user accounts, but you can change the filter to All Accounts to show deactivated users as well.
Click a column header to sort the table by that attribute.
Click the magic wand to display the attribute that you're interested in. For example, display Last Login to see how recently each user has accessed the platform.
Hold the Command key to select multiple users from the table and take actions in bulk.
Hierarchy view
The table view is perfect for sorting and filtering, but the hierarchy view is better suited for getting an overview of the company’s reporting lines.
Click the buttons for "1st", "2nd", "3rd", etc. to expand the org chart based on hierarchy level.
Grid View
The grid view is helpful for visual thinkers. Use the filters on the right side of the page to find who you are looking for.
User administration
Use the dropdown menu in the rightmost column of the table to:
Edit an employee's profile
Assign/revoke permissions
Manage passwords and 2-step verification settings
Send welcome emails and password reset emails
Deactivate/reactivate a user account
Most of these actions can also be taken from an employee's profile page under the Manage menu.
Profile photos
Users can upload their own profile photos by following these steps:
Click your profile name in the lower left corner.
Select Edit Profile.
Click the pencil icon in the profile photo.
Select the image file and upload.
If you already have employee photos in a central location, we can fetch the images from your web server.
We match photos to employee profiles based on login email. All that’s required is a service that returns images based on a single URL parameter. For example, to fetch the profile photo for John, the URL might look something like this:
https://intranet.company.com/[email protected]
Go to Admin > Settings > User Management Settings and enter the server's base URL (e.g. https://intranet.company.com/images?id=) here:
Some notes for your IT team:
You don’t want the actual email to show up in the URL, so we create an MD5-Hash of the email and send that instead.
Since the entire application is in HTTPS, your service must use HTTPS as well, or some browsers will complain.
Please note that only the image gets served, not an HTML page containing an image.
It’s the browser of a user who pulls the data, not the SI system. This is good because you can keep things inside your firewalls, but do ensure that the service can serve many requests at once and also provide reasonable expiry and caching settings.
If you don’t want to expose the images on the internet, that’s okay, but you should make sure that it works on your VPN so that users logged in at home also get to see the images. Note that images are also used in emails, so people might want to see the images from their mobile devices too. It’s useful to send a placeholder image (such as a grey silhouette) if access has not been authorized so that staff do not see ugly “not found” error images.
Exporting the directory
We offer a complete export of the company directory that includes employee data such as hiring date, manager, location, team, and department. The export file is in CSV format to support filtering and sorting.
In the Admin menu above the table, select Export directory.
You can use the export file to bulk update employee profiles. See here for instructions: Adding and Updating Employees.