Directory
This guide covers how to configure directory settings for your organization in Mainbranch.
Overview
Section titled “Overview”The directory feature provides organizational information to Mainbranch, enabling:
- People search and lookup
- Organizational structure visibility
- Speaker identification in meetings
- Enhanced AI responses about your organization
Accessing Directory Settings
Section titled “Accessing Directory Settings”- Go to Workspace settings > Setup > Directory
- Configure directory sources and options
Directory Sources
Section titled “Directory Sources”Google Workspace
Section titled “Google Workspace”If your organization uses Google Workspace:
- Connect the Google Workspace directory
- Authorize access to directory information
- Configure sync settings
Microsoft 365
Section titled “Microsoft 365”If your organization uses Microsoft 365:
- Connect Microsoft Entra ID
- Authorize directory access
- Configure sync settings
Manual Configuration
Section titled “Manual Configuration”For organizations without automated directory sync:
- Add organizational units manually
- Define structure and relationships
- Keep information updated
Configuration Options
Section titled “Configuration Options”Sync Scope
Section titled “Sync Scope”Control what directory information is synced:
- All users in the organization
- Specific groups or departments
- Users matching certain criteria
Information Fields
Section titled “Information Fields”Configure which fields are synced:
- Basic info (name, email)
- Contact information
- Department and title
- Manager relationships
- Photos
Managing the Directory
Section titled “Managing the Directory”Viewing Directory Data
Section titled “Viewing Directory Data”Browse directory information to see:
- Organizational structure
- Department breakdown
- Reporting relationships
Updating Information
Section titled “Updating Information”For manual updates:
- Navigate to the entry to update
- Make changes
- Save
Organizational Structure
Section titled “Organizational Structure”Departments
Section titled “Departments”Set up departments to:
- Organize users
- Enable department-based queries
- Support reporting
Hierarchy
Section titled “Hierarchy”Define reporting relationships to:
- Show organizational charts
- Enable manager-based queries
- Support hierarchical permissions
Integration with Mainbranch Features
Section titled “Integration with Mainbranch Features”AI Assistant
Section titled “AI Assistant”The directory enables the AI to:
- Answer questions about people
- Identify roles and responsibilities
- Understand organizational context
Meetings
Section titled “Meetings”Directory data helps with:
- Speaker identification
- Participant information
- Meeting context
Search
Section titled “Search”Directory integration enables:
- People search
- Finding experts by topic
- Organizational queries
Best Practices
Section titled “Best Practices”Data Quality
Section titled “Data Quality”- Ensure source data is accurate
- Review synced information periodically
- Correct errors at the source
Privacy
Section titled “Privacy”- Only sync necessary information
- Review what data is visible
- Follow organizational policies
Maintenance
Section titled “Maintenance”- Monitor sync status
- Address errors promptly
- Update manual entries as needed
Troubleshooting
Section titled “Troubleshooting”Directory Not Syncing
Section titled “Directory Not Syncing”- Verify connector authorization
- Check error messages
- Review sync configuration
Missing Information
Section titled “Missing Information”- Verify data exists in source system
- Check sync scope settings
- Review field configuration
Incorrect Structure
Section titled “Incorrect Structure”- Review source system configuration
- Check manager relationships at source
- Verify sync is complete
Next Steps
Section titled “Next Steps”- Configure People Data — Manage people information
- Set Up Connectors — Connect data sources
- Review Security — Ensure proper access control