Team Directory
What this page is
Team Directory is the central list of team members and core user details.
Who uses it
- Supervisors
- HR/admin staff
- Team leaders needing user visibility
When to use it
- When searching for team members
- When checking user details
- When maintaining team records
What this page is for
Use this page to quickly find workforce information and keep team data organised.
Main actions
- View and search team members
- Open user records
- Review key profile/workforce details
- Maintain team information quality
Step-by-step (common workflow)
- Open Team Directory.
- Search for the user or browse the list.
- Open the user record.
- Review/update details where allowed.
- Save and verify the updated information.
Connections
This page directly affects:
- Approvals and workflow assignments
- Competency and induction tracking
- Communication and user management tasks
Common mistakes
- Creating duplicate users instead of updating existing ones
- Leaving stale contact or role details
- Searching with inconsistent name formats
Quick tips
- Confirm if a user already exists before adding new records.
- Keep naming and contact formats consistent.
- Review directory quality regularly.