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Public directory configuration

Public directory configuration

Who can do this?
System Administrators only.

Control which Organisations appear on the public directory. Changes apply immediately.

Where do I manage it?

  • Organisations → Active
  • Controls are available in list (table) and grid views.

Default behaviour

  • Active organisations are Public by default.
  • Inactive / Awaiting approval / Declined organisations are always Private and cannot be made public.
  • When an organisation changes from Active → Inactive, its visibility is automatically set to Private.
  • If it later returns to Active, it retains the last chosen Public/Private state you set when it was Active.
  • Changes apply immediately to the public directory.

Make an organisation Public or Private

From list or grid view

  1. Open the vertical ellipsis (⋮) on the organisation row/card.
  2. Choose Make Public or Make Private.

From the organisation profile

  1. Open the vertical ellipsis (⋮) at the top of the profile.
  2. Choose Make Public or Make Private.

System feedback

  • Success: “Organisation visibility updated.”
  • Error: “Error updating visibility.” (Try again; contact support if it persists.)

Find and review organisations

  • Created date column (table view): shows when the organisation was added.
  • Click the Created date header to sort (newest ↔ oldest).

Filter by Public/Private

  • Click Filters and use Public directory:
    All (default) / Public / Private
  • The Public directory filter applies only on the Active tab.

What admins cannot do

  • You cannot change visibility for Inactive, Awaiting approval, or Declined organisations (controls are hidden/disabled).
  • The Inactive tab shows an info icon:
    “Inactive organisations are excluded from the public directory by default.”

Notes & tips

  • If an organisation doesn’t appear publicly, check:
    • It’s Active.
    • It’s set to Public.
  • Keep profile data complete and accurate (name, summary, contact details, website, social links, service offer, criteria). This is what users see publicly.
  • Use Filters + Created date sort to periodically review newly added organisations before exposing them publicly.

Useful links

Guide

Admin organisation mode

Learn how system administrators can switch between admin and standard user modes to make changes to specific organisations without needing to log out.

Guide

Registering new organisations

Learn how to create and approve organisations, handle sign-up requests, and manage onboarding. Ensure organisations are properly set up and ready to refer clients within the network.

Guide

Using the organisation directory

Easily browse active organisations, search by name or email, and filter by referral criteria. System admins can also manage inactive organisations and approve new requests. Switch to a condensed view for quicker navigation.

Guide

Manage organisations

Learn how to update organisation details, set referral criteria, manage contact information, and define service offerings. Ensure your organisation is accurately represented and eligible to receive referrals.

Guide

Adding staff to an organisation

Learn how to add and manage staff members, assign roles, and request new user approvals. Ensure your organisation’s team has the right permissions to handle referrals and system settings efficiently.

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