Configure multiple directory instances

This guide shows you how to set up more than one member directory for your organization — for example, a public “Find a Professional” directory and a members-only internal roster.

Who can do this: Admins with the directory:configure-instance permission.

Before you start

Each directory has its own URL slug, visibility scope, and field configuration.
A member’s “Show me in the directory” privacy toggle applies to all directories in your organization. Members cannot opt out of one directory while remaining in another at this time.
A restricted directory decides who can open it (members with an allowed level or tag, and administrators) — it does not change who is listed. Every directory lists the same opted-in members.

Steps

Add a second directory

In the admin sidebar, select Directory.
Select + Add directory.
Enter a name for the new directory (for example, “Find a Professional”).
Choose a visibility scope:
- Public — anyone can browse without signing in (useful for prospect acquisition).
- Members only — signed-in members only.
- Restricted — specific membership levels or tags only.
Enter a URL slug (for example, “find-a-professional”).
Select Save. The new directory opens on its detail page.

Configure each directory independently

Each directory has its own Overview, Fields, Facets, and Embed tabs.

Use the Overview tab to set visibility scope and sort order for this directory.
Use the Fields tab to choose which fields appear, in what order, and with what labels. You can configure different fields for each directory — for example, show “Profession” and “City” on the public directory but show all fields on the members-only roster.
Use the Facets tab to add filter options for this directory.
Use the Embed tab if you want to embed this directory on an external website.

For detailed steps on any of these tabs, see Create and configure a directory instance.

Manage your directories

From the Directories list at /admin/directory, you can see all your directories with their visibility badges, field counts, and URL slugs. Select any row to edit its configuration. Use the ⋮ menu on a row to preview or archive a directory.

Verify

You’ll know your setup is working when:

Both directories appear in the Directories list with their correct visibility badges (for example, “Public” and “Members only”).
Members see both directories in the portal — the portal shows them as separate tabs when your organization has more than one directory.

If something goes wrong

“This URL slug is already taken” — each directory needs a unique slug. Choose a different one.
A member doesn’t appear in the expected directory — check that they haven’t turned off “Show me in the directory” and that their status is active (or the directory includes lapsed members). A directory’s visibility decides who can open it, not who is listed.