✨New Playbook Feature✨

How To Use The People Directory

  1. Go to People on your left-hand navigation

  2. Select Directory in the dropdown

  3. From here you can view everyone in your account, their job title, and About Me.

    1. 📝Note: The Directory page is viewable to people with any permission level

🔥 Pro tip: If you would like to hide someone from the Directory you can easily do this by following these steps:

  1. Go to People

  2. Select Manage

  3. Edit desired person

  4. Select "No" under Show profile in People Directory?

How To Add A Bio

  1. Click on People on your left-hand navigation

  2. Click on yourself

  3. Click "Add bio now"

  4. If you have already added a bio, you can make edits by clicking the three dots to the right of your text.

    1. 📝 Note: Admin permission levels have access to create or update a bio for all People.

🎥 Check out the video below for a FULL overview of the Directory page & People Profiles!

Learn more about the People page below:

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