Directory instance settings reference

This page lists every setting on the four tabs of a directory instance’s detail page.

To change any of these settings, see Create and configure a directory instance.

Overview tab

Setting	What it does	Options / notes
Directory name	The display name of the directory	Free text, up to 200 characters; appears in the admin Directories list and as the heading of the directory’s detail page
Visibility	Controls which viewers can access this directory	See Visibility scope values below
Allowed membership levels	For Restricted directories: members with a current membership at any of these levels can access the directory	Multi-select; a member qualifies through either list. Leave both lists empty only for an admin-only directory (a warning asks you to Allow anyway)
Allowed tags	For Restricted directories: which tags can access the directory	Multi-select; can be used alongside or instead of allowed levels

The Overview tab has no default sort order or members-per-page setting; those aren’t available yet.

Visibility scope values

Value	Who can browse	Notes
Public	Anyone — no sign-in required	Served with a 5-minute cache for performance and SEO
Members only	Signed-in members only	Changing from Public to Members only triggers a search-engine cache note
Restricted	Members with a current membership at an allowed level, or carrying an allowed tag	Empty allowed set = admin-only: no member can access, administrators still can (a blocking warning asks you to Allow anyway). A member who doesn’t qualify doesn’t see the Directory link and sees “This directory is limited to certain members” if they open it directly

Fields tab

Each field in the organization’s member schema has four independent flags:

Flag	What it does
Show on card	The field appears on member cards in the directory list
Show on detail	The field appears on the member’s full profile page
Searchable	Members can find others by typing keywords that match this field
Facet-filterable	This field becomes eligible to be added as an active filter on the Facets tab

Additional per-field options:

Option	What it does
Drag-to-reorder (⠿ handle)	Sets the display order of fields on cards and detail pages; saves immediately on drop

Changes to the four flags are saved with Save changes. A field always shows under its own name; overriding its label for one directory isn’t available yet.

There are exactly four flag checkboxes per field. There is no “Sortable” checkbox — sorting on any field type is available as a platform capability and does not require a per-field setting.

Facets tab

The Facets tab lists only fields that have Facet-filterable checked on the Fields tab. Eligible fields can be added as active filters.

Facet type	How it renders in the directory
Single-choice field (radio, select)	Radio button group in the facet panel
Multi-choice field (multi-select, tag)	Multi-select checkboxes in the facet panel
Numeric field	Range slider or quartile-bucket selector in the facet panel

If no fields are marked Facet-filterable, the Facets tab shows No eligible fields with “To add facets, first mark fields as “Facet-filterable” in the Fields tab.” and a Go to Fields tab button.

Embed tab

Setting	What it does
Embed code	The code to paste into your website to show the directory widget. Select Copy embed code to copy it.
Allowed origins	The website domains permitted to embed this directory widget (CORS allow-list). The tab lists them, but editing allowed origins isn’t available yet.
Members only (widget)	Shows whether the embedded widget requires sign-in even for a public directory. The switch can’t be changed on this tab yet.

Websites not on the allowed-origins list see “This content isn’t authorized to appear on this site.” instead of the directory.

Related

• Create and configure a directory instance
• Directory visibility eligibility reference
• How faceted search works in the directory