Getting Started
Follow this guide to get started with TeamDirectory.
To get started, simply sign in to TeamDirectory using your Microsoft 365 account.
The first time you sign in you will be presented with the standard Microsoft consent screen.
As TeamDirectory is secured using Microsoft Azure Active Directory you must consent to access TeamDirectory.
After signing in, you will be asked to consent to the additional permissions ( or “scopes” ) that TeamDirectory requires.
TeamDirectory needs Directory.Read.All and as such you will need to be a Global Admin to grant this permission.
Once completed, all staff within the organization will be able to access TeamDirectory.
If you do not, or do not wish to grant this permission then you can cancel this request and continue to evaluate TeamDirectory using test data.
Once the signup process has been completed, TeamDirectory will display your staffing directory.
No further steps are required.
You will now be able to search and view the directory.
Note: TeamDirectory runs within your web browser, Teams, Outlook, or SharePoint Online. It does not pass any staffing data to any other service, including its own servers.
Initially, everyone in the organization will be able to make configuration changes to TeamDirectory.
To restrict who can make changes, access the Security tab within the Configuration section by clicking the “Gear” icon on the top left of the TeamDirectory home page.
Press the Make Me Admin button, to promote yourself to “Admin”. Then optionally add one or more other people as joint admins.
Caution: Removing yourself as an administrator while having multiple admins will disable your ability to make further changes.
Filters let you exclude groups of people from the directory.
Click the Add new filter button to create and configure a filter.
For example, you may wish to remove all the inactive accounts from the directory.
Categories are at the core of TeamDirectory.
During the initial configuration, TeamDirectory creates categories for Offices, Departments, and Job Titles.
To create extra categories, click the Add a Category button and then complete the form.
For example, you may wish to add a “Country” category.
Staff are automatically assigned to the appropriate category.