Create a school directory

Platform managers can create multiple directories. They also establish security access and display options for each directory.

Select Core.
Select Content.
Select Directories.
Select Add directory.
Configure the directory.
- For General, name the directory, determine how it should appear, whether to include deceased people in results, whether users can change their view, and whether users can print and export.
  
  The options that appear for Name format are based on the options your school configured for user name display formats.
  
  Note: After a directory is printed or exported, the copy may become outdated without the user's awareness. Additionally, the user can share the copied information without regard to the access settings that control online security. Consider encouraging your school to transition to online directories only and disable the option to print/export. When constituents develop a habit of using the online directory, they'll always have current information and (since they're on your site already) you can encourage them to access other school resources online.
- For Roles, select the roles of the users who should appear in the directory results. Generally, this will correspond to the name and purpose of the directory.
  
  Tip: Consider omitting roles whose membership changes frequently. For example, although you'd likely include current students, you may want to exclude incoming students if your admissions process has significant "churn" before enrollments are confirmed.
  
  Tip: To limit directory results by school level, campus location (for a school with multiple campuses), or other groupings, we recommend you create a clone of the "friend" role for each desired grouping. Then add users to the appropriate role. Finally, create a new directory or edit an existing one to use the new roles.
- For Filters, select the which filters constituents can use to limit directory results (such as to search for students by grad year). Drag and drop the filters into your preferred order. Select how the filter should sort result by default.
  
  Tip: Consider including filters which enable constituents to find nearby classmates in their zip code for transportation (car pool), interests, activities, homeroom, advisory, lunch period, or custom user fields specific to your school.
- For Access, select the roles of the user who should have access to view and use the directory.
  
  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 that platform managers enable users to share and the individual privacy settings selected by each user.
  
  Tip: You can also use clones of the "friend" role when you determine who should have access to the directory.
Select Save.