OneDirectory

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

Greg Bennett

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

Appearance

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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.

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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.

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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.

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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.

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