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Switch Between Views in the Project Directory


To switch between the different views in the Project Directory.


You can view the data in your Project Directory from a variety of different views, which include: UsersCompaniesDistribution GroupsInactive Users, and Inactive Companies

Things to Consider 

  • Required User Permission:
    • 'Read-only' level permission or higher on the project's Directory tool. 
  • Additional Information:
    Users with 'Admin' level permission on the project's Directory tool will have additional access to these views, filters, and group by options:
    • The 'Permission Templates (Assigned)' filter on the Users view
    • Inactive Companies
    • Inactive Users




  1. Navigate to the project's Directory tool.
    This reveals the Directory page.
  2. Click the Beta View link.
    This toggles the page to the Beta View of the Project Directory.
    The default view is Users.
  3. Click the appropriate tab to sort the data in the order defined by the available views:
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