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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, the contacts you add, and links so you can find a person or a resource without leaving your workspace.

What It Shows#

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

  • Member — internal team members with full workspace access.
  • Guest — limited-access collaborators.
  • Reviewer — an outside person you add to keep track of who reviews your work, such as a client.
  • Bookmark — a saved link to an external resource.
  • Other — any other contact you add yourself (e.g., a freelancer).

Members and guests come from the Space's roster: invite someone from Settings → Access → People and they appear here. Contacts you add yourself can be a Reviewer or Other.

People entries can carry details like email, phone, notes, and an icon. Phone numbers are kept as you type them, so international numbers with a leading + work. 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: Click a column header to sort by it. To drag entries into your own order within each group, open the column header's menu and choose Clear sort.
  • Filter & search: Narrow the list with the same filter pipeline used across other views, or search by name, email, phone, link, or note. When nothing matches, Clear search or Clear filters brings everything back.
  • 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 add or remove a role, or to remove them together. Members and guests synced from the roster are managed from Settings → Access → People 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 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, any link you add to a chip shows up here, and edits in either place stay in sync. See Bookmark Chips.

Sharing#

Like project views, a Directory tab can be shared as a public link from the tab's right-click menu. The shared page shows each entry's name, avatar and role, plus the URL of every bookmark. It never shows emails, phone numbers, notes or custom fields. See Tab View Sharing.