School Directories
Directories contain basic information about people (such as alums, employees, or students) and organizations that have a relationship with your school. You'll typically use directories to search for contact and biographical information.
Platform managers can:
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create multiple directories,
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edit existing directories,
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configure security access for directories.
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determine whether users can print or export directory information,
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reorder how directories appear in navigation menus,
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customize the text that appears in the directory intro and when there are no search results,
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delete directories,
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and enable an address book for users ("My contacts").
Do this from Core, Content, Directories.
Individuals who have access to a directory can use it to search for other people or organizations. For users who have access to a directory, the information they have permission to see in the directory may vary.
From a constituent persona (such as: student, parent, alum, faculty, friend), select Directories and choose a directory to view and search.
If a platform manager has enabled "my contacts" for one of your roles, you can select to add individuals from your search results to your virtual address book by selecting Options, then Add to Contacts.
Tip: Platform managers determine which directories each role can access.
Information that appears in directories will include content originally entered from various forms, imports, and other user interfaces. To update content that appears in the directory, update the original source of the information. This includes information for:
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user name display format - Some schools who enable directories to be printing choose to use this format.
For users who have access to a directory, the information they have permission to see in the directory depends on the profile publish access settings set by platform managers and the individual privacy settings selected by each user. To show or hide existing content, update the profile publish access settings and/or an individual's privacy settings.
Tip: To encourage users to update their information (and privacy settings), consider requiring them to complete a profile update type of school form.
Although lists, reports, and rosters are not identical to directories, they include similar information and can be used for related purposes.
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To create groups of records or to query your database, go to Core, select Reporting, select Manage lists, and then create or edit a list. See reporting: lists.
Note: Platform managers can use the User list with the Privacy settings filter to review users' privacy selections for the directory.
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To generate pre-formatted reports, select Reporting, Reports, and then search for "roster" or "directory" reports to run. See reporting: reports.
A variety of rosters are used throughout Education management solutions. These indicate which individuals are associated via shared interests, participation, and needs. You'll see rosters for:
Tip: To discuss how to manage and use school directories with your peers at other schools, visit