Directory View

The Directory View is a single place to see the people connected to your Space alongside your saved bookmarks. It collects members, guests, external reviewers, and links so you can find a contact or a resource without leaving your workspace.

What It Shows

Each row in the Directory is an entry with a type:

Member — internal team members with full workspace access.
Guest — limited-access collaborators.
Reviewer — external people who have commented via public review links.
Bookmark — a saved link to an external resource.
Other — any contact you add manually (e.g., a freelancer or client).

People entries can carry details like email, phone, notes, and an icon. Bookmark entries hold a title and URL.

Working in the Directory

Group by: Organize entries by role, by team, by bookmark group, by a custom field, or leave them ungrouped.
Sort: Pick a column from the Sort control, or choose Manual to drag entries into your own order within each group.
Filter & search: Narrow the list with the same filter pipeline used across other views, or search by name, email, phone, link, or note.
Add entries: Create a new contact or bookmark directly in the view. A bookmark can be placed in any header bookmark group as you create it.
Edit in place: Rename an entry inline, edit custom fields in their cells, or open an entry for its full details.
Bulk actions: Select multiple entries to change their role or remove them together. Members and guests synced from the space’s roster are managed from Settings → Members instead.

Bookmark Chips in the Header

Directory groups double as the bookmark chips that sit next to your view tabs in the Space header, so a curated set of links or contacts is always one click away. Every Space ships with a default Bookmarks chip, and you can add more groups from the header’s + menu.

A group pinned to the header appears as a chip; unpinning it removes the chip but keeps the group in the Directory.
Chips are reorderable and behave like tabs — right-click to rename, change the icon, recolor, show/hide the name, or delete.
Because chips are backed by Directory groups, anything you add to a chip shows up here, and edits in either place stay in sync. See Bookmark Chips.

Like project views, a Directory tab can be shared as a public link from the tab’s right-click menu — useful for handing a client a contact sheet or a curated set of resources. See Tab View Sharing.

[!NOTE] Reviewers appear in the Directory automatically once they leave feedback through a review link. They do not occupy a member or guest seat.