Managing users and groups is fundamental to effective board governance. As your organization grows – adding directors, executives, committees, and advisors – your Directory must scale with clarity and precision.
We’ve introduced a comprehensive redesign of Directory to make managing users and groups faster, more intuitive, and better aligned with how governance teams actually work. This update focuses on usability, scalability, and consistency across the platform.
Built for growing boards
The new Directory experience has been reimagined end-to-end. At its core is a structured, table-based layout designed to support larger datasets while remaining easy to scan and navigate. The Directory now provides:
- A modern table-based interface for improved visibility and scalability
- Sorting, searching, and filtering across both Users and Groups to quickly locate exactly what you need
- Export to XLSX functionality for streamlined reporting and offline analysis
- Redesigned group creation and management workflows aligned with platform-wide UX patterns
- Clearer user profile fields, with “Job Title” separated from “Board Position” to distinguish professional roles from tenure-related positions
Each improvement is practical and purpose-built to reduce friction in day-to-day administration.
Faster navigation, less friction
The new structured layout enables:
- Faster scanning of large user lists
- Immediate filtering by relevant attributes
- Simplified updates to users and group memberships
- More predictable workflows across administrative tasks
Clearer role context for better governance
One of the most impactful changes is the separation of Job Title and Board Position fields within user profiles. Separating these fields eliminates ambiguity, improves reporting accuracy, and supports clearer internal documentation – particularly for organizations managing multiple boards or committees.
Export and reporting made simple
Administrative teams frequently need to share user lists or group structures with stakeholders outside the platform.
With one-click XLSX exports, you can now:
- Generate user or group reports instantly
- Conduct offline analysis
- Share structured data with HR, compliance, or governance teams
The export functionality is built directly into the Directory workflow, making reporting a seamless extension of everyday management tasks.