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Using the organisation directory

Who can view it?

  • All users can view active organisations.
  • Only system Administrators can view inactive, and awaiting approval tabs.

The directory helps you understand who’s in the network and what they offer. The list view previews name, contact details, referral acceptance status, and a short service offer excerpt so you can scan before opening a record.

Search by organisation name or email address.

  • Results include only active organisations for standard users.
  • Only Admins can search Inactive and Awaiting approval lists.

Filters

Refine results without leaving the page. Common filters:

  • Status: Accepting referrals / Not accepting
  • Parent organisation
  • Tags
  • Referral acceptance criteria: Client age, issue type, gender, residing local authority, sending organisation

Click Apply to update results, or Clear to remove all filters.

Inactive organisations (admins only)

Admins can browse Inactive organisations. This differs from “not accepting referrals,” where an organisation stays active but has paused incoming referrals (they may still send referrals).

Awaiting approval (admins only)

When an organisation requests to join via the login page, it appears under Awaiting approval. Admins review details here and Approve eligible organisations to onboard them into the network.

Views

Condensed view

Browse more organisations at once; the service offer preview is hidden for speedier scanning.

Detailed view

Open an organisation by clicking on the object to see contacts, social links, service offer, and referral criteria. Organisations can also add a longer bio so other teams understand their mission and services.

Useful links

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