OneDirectory

Greg Bennett

The admin home for OneDirectory. Set up and manage your directory's settings, data sources, fields, and roles in one place.

Directory Console

Correct a record that has been detected as the wrong type — set it to Person, Guest, or Service Account in Directory Console → People.

How to change a profile type (person, guest, or service account)

Edit any employee's profile fields in Directory Console → People, as an alternative to editing on the profile itself.

How to edit employee profiles in the Directory Console

Edit mode has been removed. All directory editing now happens in the Directory Console, opened with the Edit in Console button.

What happened to Edit mode?

Select as many profiles as you like in Directory Console → People and set Show in directory for all of them at once.

How to show or hide profiles in bulk

Service accounts, guests or other hidden accounts showing up in the directory when nothing changed on your side.

Hidden accounts suddenly started appearing

What the sections, tabs, toolbar, checkboxes, eye icon and Hidden badge mean in the Directory Console People list.

Reading the People list in the Directory Console

Add contractors, frontline staff and anyone else without a Microsoft 365 account so they can be found in your directory and org chart, without signing in.

How to add managed profiles (people without a Microsoft 365 account)

The Overview page is the Directory Console homepage,
share your directory link and read Sync Status, Profile Completeness, and the Profiles and Structure cards.

Using the Directory Console Overview page

The Directory Console is OneDirectory's admin area — how to open it with Edit in Console, what each section does, and who can access it.

What is the Directory Console?

Directory Console Overview

Learn how to customize your OneDirectory with your organization's name, logo, and primary brand color for a personalized user experience.

How to add your corporate branding

What you'll find on the homepage: company links, New Hires and Celebrations, and how to open it from the sidebar.

Using the OneDirectory homepage

Manage the shortcuts to your intranet, HR system and other tools that appear on everyone's homepage.

How to add, edit, reorder or remove company links on the homepage

Fix missing people in the New Hires, Birthdays and Work anniversaries tiles by checking tile settings and Hire Date and Birthday coverage.

Why are New Hires or Celebrations empty on the homepage?

Turn the homepage on, add company links, choose its tiles and make it the start page, in Directory Console → Appearance → Homepage.

How to set up the OneDirectory homepage

Learn how to manage general profile settings in OneDirectory, including Microsoft Teams integration, address visibility, and People Pane

How to edit your general profile settings

Learn how to set the default start page in OneDirectory, allowing you to choose what users see first when they log in.

How to edit your OneDirectory start page

Learn how to customize the default views for various sections in OneDirectory, including People, Offices, Departments, and Skills.

How to set default views for directory pages

Learn how to manage the ability for users to download search results in OneDirectory and how to download results when enabled.

How to control who can download search results (CSV)

Learn how your OneDirectory subdomain is created and how to request a change for your organization’s URL.

How to change your subdomain url

Choose which items appear in the OneDirectory sidebar, in Appearance → Display Settings.

How to show or hide sidebar items

Configure branding, your org chart, profile options, and display settings in the Directory Console.

Appearance

Manage your Microsoft 365 data source and trigger syncs in Directory Console → Data Sources.

Managing your data source and running a sync

Trigger an incremental or full sync on demand from Directory Console → Data Sources.

How to run a manual sync

How often OneDirectory syncs from Microsoft 365, hourly incremental sync, daily-refreshed fields, and per-field schedules.

Understanding the Microsoft 365 sync schedule

Connect Microsoft 365, run syncs, and control which accounts appear in your directory.

Data Sources

How to access and configure filtering rules in your OneDirectory

Understanding Filtering Rules in OneDirectory

This guide will show you how to enable and disable guest accounts and explain what happens when you do so.

How to enable or disable guest accounts

This guide will show you how to enable and disable service accounts and explain how they are identified.

How to enable or disable service accounts

This guide will walk you through the steps to create these domain-specific filtering rules.

How to create domain-specific filtering rules

Control which accounts appear in your directory: hide guests, service accounts, and filter by domain.

Filtering Rules

How Fields and Structure work in the Directory Console — Fields defines your fields, data sources and permissions; Structure holds your offices, departments and org units.

Understanding Fields and Structure

Enable the Skills field — a curated OneDirectory® Dataset of ~37,000 skills — add custom options, and show it as a sidebar filter.

How to set up the Skills field

Create custom organizational units in two steps — the unit type under Directory Console → Fields, then your list of units under Structure.

Building your organizational structure

The six prebuilt fields OneDirectory ships with, and how to enable them from the Disabled Fields list.

Enabling prebuilt fields

Enable the Assistant field so an employee's assistant shows on their profile and on the org chart.

How to set up the Assistant field

Enable the Hobbies & Interests field — a curated OneDirectory® Dataset — and add your own custom options.

How to set up the Hobbies & Interests field

What each Field Type means in Directory Console → Fields — Text, Text Area, Lookup, the pickers, and dates — and how field type differs from data source.

Understanding field types

Turn on the Company organizational structure field so each person's company shows on their profile and can be used to group and filter the directory.

Showing the Company field (organizations with more than one company)

Turn profile fields on or off in Directory Console → Fields; disabled fields move to the Disabled Fields list.

Enabling & disabling profile fields

Switch a field's data source from Microsoft 365 to OneDirectory to make it editable. This breaks sync for that field.

Making a field editable (Microsoft 365 vs OneDirectory)

Choose who can edit a OneDirectory-managed field — Directory Editors (all profiles) or Employees (their own profile).

Setting field edit permissions

Enable the Dotted Line Manager field to capture secondary reporting lines that render as dotted lines on your org chart.

How to set up the Dotted Line Manager field

Manage profile fields, edit permissions, OneDirectory datasets, and your organizational structure.

Fields & Structure

Learn how to assign a user as a Directory Editor in OneDirectory, giving them permission to manage and edit directory content.

How to assign a Directory Editor

Control whether guests can sign in to OneDirectory, in Directory Console → Access → Sign-in. Sign-in is separate from directory visibility.

Controlling guest sign-in

This guide shows you exactly where to find Access in OneDirectory and breaks down the three built-in roles.

Understanding Access in OneDirectory

Learn how to assign a user as an administrator in OneDirectory, granting them full access to settings and configurations.

How to assign an Administrator

Learn the specific permissions and capabilities that come with the Administrator role in OneDirectory, including full settings access and editing in the Directory Console.

Administrator Access & Permissions

What Directory Editors can do — Directory Console access to Overview, People and Structure, and profile editing, without access to Appearance, Data Sources, Fields or Access.

Directory Editor Access & Permissions

Manage who can administer and edit your directory: Administrators, Directory Editors, and End Users.

Access

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.