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Team Directory

Last Updated: February 4, 2026
Document ID: UG-DIRECTORY-001
Version: 1.0

Overview​

The Team Directory (also called "Directory") provides a quick reference for browsing and finding team members within your organization. It is accessible from the main navigation bar.

Note: The Directory shows all team members across your organization.

Accessing the Directory​

Location: Left navigation bar

The Directory is accessible at the same navigation level as:

  • Process Insights
  • Locations
  • Create Case button

To Access:

  1. Click Directory in the left navigation bar
  2. The Directory page opens, displaying team member information

What the Directory Shows​

The Team Directory displays:

  • Team member names
  • Profile pictures (if uploaded)
  • Role or title (if configured)
  • Contact information (email, phone - if configured) - Accessible by hovering over the right side of the team member row

Scope: The Directory shows all team members organization-wide.

Using the Directory​

Finding Team Members​

  • Browse - Scroll through the list of team members
  • Search - Use the search function to find specific team members by name
  • Filter - Some organizations may have filters by role, team, or location

Viewing Team Member Details​

  • Hover over the right side of a team member row to view contact information
  • View email or phone numbers for direct communication

Common Use Cases​

For Case Managers​

  • Find team members - Locate colleagues for case collaboration
  • Check availability - See who is part of your team
  • Get contact info - Find email or phone numbers for coordination

For Team Communication​

  • Identify collaborators - Find the right person for specific tasks
  • Build relationships - Learn about your team members
  • Coordinate care - Connect with team members on shared cases

Tips​

  • Bookmark frequently contacted team members for quick access
  • Use the Directory when you need to assign tasks to team members
  • Check the Directory when you're unsure who to contact for specific issues

FAQ​

Q: Why don't I see certain people in the Directory?​

A: The Directory shows all team members organization-wide. If you expect to see someone who isn't listed, they may not have been added to the system yet. Contact your administrator if you need assistance.

Q: Can I see what cases a team member is working on?​

A: This depends on your organization's configuration. Use Process Insights → Metrics or Process Insights → Caseload with the Team Member filter to see cases associated with specific team members.

Q: How do I update my own information in the Directory?​

A: Contact your administrator to update your profile information. User profile self-service may be added in future releases.

Epic: CF-1789 - Important Features (Priority 2)
Feature: Team Directory