Directory

The Directory is the read-only staff browser shared with every member of your organization. Where Participants is the cross-matter relationship view (clients, counterparties, third-parties, and internal staff), the Directory is staff-only — your colleagues, their roles, and how they’re organized.

Anatomy of the page

1. Header and utility icons

Standard PageHeader with title, description, and the Help (?) and Docs (book) icons. There are no bespoke actions on this page — directory edits live under Settings ▸ Team.

2. Tabs

Three tabs render the same directory data in different ways:

Tab	View
Directory	Card grid (default)
Org Chart	Interactive reporting tree
Map	World map with team markers

3. Filters (Directory tab only)

• Search box — matches name, title, and division. Debounced 250 ms.
• Division dropdown — sourced from Settings ▸ Managed Lists ▸ Divisions.

The Org Chart and Map tabs render the full active directory regardless of the Directory-tab filters.

4. Person side panel

Clicking any card or org-chart node opens a slide-in side panel with the full profile — avatar, contact info, manager, direct reports, division, and an optional Settings ▸ Team link for admins.

Cards

Each directory card shows:

• Avatar (initials fallback)
• Full name + role/title
• Division
• Location (office name or remote-city)
• Email + phone (if populated)

The card list is responsive — 1 column on small screens, up to 4 on XL.

Org Chart

The Org Chart uses the manager relationships configured per-user under Settings ▸ Team. The view starts from the top of the tree and is expandable/collapsible by clicking any node. Multiple roots are supported when your org has several independent business units.

The chart is fully interactive — clicking a node opens the same person side panel as the Directory cards.

Map

The Map tab plots every active user on a world map. The marker location is resolved in this order:

1. The user’s office (from their assigned location, geocoded)
2. The user’s remote city if they don’t have a fixed office

Hover any marker for a popover with name, title, and division.

Permissions and scope

Role	What they see
All members	Every active user across the organization
Owner / Admin	Same view + admin tooling under Settings ▸ Team

The Directory is intentionally a read-only artifact — you cannot edit a profile from here. Edits flow through Settings ▸ Team (admin) or Account ▸ Profile (self).

Pending-invite users and deactivated users do not appear here. They are visible to admins under Settings ▸ Team.

Data freshness

Manager relationships, divisions, and locations come from the same canonical sources used elsewhere in the portal:

• Manager → users.manager_user_id (set in Settings ▸ Team)
• Division → Settings ▸ Managed Lists ▸ Divisions
• Location → Settings ▸ Locations (if assigned to a fixed office) or the remote-city field on the user’s account profile

Changes in any of those flow through to this page on the next page load.

Troubleshooting

Symptom	Most likely cause	Fix
Empty list	Filters too narrow, or no active users	Clear filters; verify tenant has users under Settings ▸ Team
Missing person	Deactivated or pending-invite	Confirm under Settings ▸ Team; only active users render
Org Chart blank	No manager relationships configured	Set managers in Settings ▸ Team
Map shows zero markers	No locations set	Encourage staff to fill in Account ▸ Profile location
Stale division name	User’s profile still references the old name	Edit the user under Settings ▸ Team

Related pages

• Participants — broader cross-matter directory including counterparties and third-parties
• Settings ▸ Team — admin tooling for invites, roles, deactivations, manager assignments
• Settings ▸ Locations — office locations used by the Map tab
• Settings ▸ Divisions — the canonical division list powering the filter dropdown