DirectoryPoint support

Install, set up and test

About 30 minutes. You need SharePoint Online in Microsoft 365, a SharePoint administrator for step 1 and a site owner for the rest. No Microsoft Graph permission and no key are needed.

1. Add the app. A SharePoint administrator adds DirectoryPoint to the tenant app catalog and enables it, keeping "Add to Teams" ticked for the Teams app.
2. Add the web part. On a modern team or communication site, create a page, add "DirectoryPoint Employee Directory" from the toolbox (group Advanced) and publish the page.
3. Run set-up. Open the page as a site owner and choose Set up. A progress bar runs while DirectoryPoint creates its lists on the site, then Home opens with the evaluation notice and the tier you are on (Basic, or Standard with any add-ons approved).
4. See it full. In a small tenant, Settings, Directory source, Demo directory (or ?dpdemo=1 in the page address for one page load) shows a clearly labelled directory of fictional people, so every screen has something in it. Switch back to "Your organisation" when you are done.
5. Search. Type a name with a typo or a nickname ("kathryn", "bill", "o'neill"). Open a profile: Teams chat and call, email, manager and team, skills and Show in org chart.
6. Discover and save. In Discover, use Skip, Save and Open (or the arrow keys), then Undo. The saved person appears under their skills in Favourites. Nobody is notified.
7. Who's Who and collections. More, Who's Who: play a round (with the Demo directory every game is practice). Favourites, Collections: a new smart collection with the condition Office "Leeds" lists whoever meets it, and More, Offices and departments shows Leeds.
8. Agents (optional). Settings, Agents: turn agents on and add one with a task such as "Book leave" and a launch link. Searching "book leave" lists the agent first, then the people who can help.
9. About you. Settings, About you: add how to say your name, pronouns, how you like to work and a language, and record your name if the computer has a microphone. Your profile shows them, and "Say my name" plays only when pressed. Clear them again.
10. Data health and corrections. More, Data health lists profiles missing details. Then, with Settings, Directory source back on "Your organisation", More, Change requests: suggest a correction to your own profile, then Approve for IT and Copy for IT. Each decision is recorded in DirectoryPoint Audit, and nothing changes in Microsoft Entra ID.
11. External contacts. More, External contacts, Manage: add a contact for everyone. Search finds it with an External badge; it never appears in the org chart, celebrations or the export of people. Remove it again.
12. As a member. A site member who saves someone sees only their own favourites, and only the change requests they sent. With kudos turned on by both of you, a kudos stays "Sealed kudos" in the list until it is accepted; a collection you share shows under "Shared with you" on their Home; joining and leaving the Who's Who scoreboard adds and removes their row at once.
13. Usage. More, Usage shows daily totals only (numbers under 5 read "Fewer than 5"), never names, profiles or search words, with the switch that turns counting off.

Microsoft Teams

In Teams, open Apps, Built for your org, and add DirectoryPoint as a personal app, or as a tab in a channel of a team whose SharePoint site has DirectoryPoint set up. In a shared or private channel the tab opens that channel's own site, where a site owner sets DirectoryPoint up first. It shows the same directory as on a SharePoint page and follows the Teams theme. The Teams app asks for the microphone (Teams calls this the "media" permission) only when someone records how they say their name; the Teams mobile app cannot record, and on phones there are no plans or prices.

Viva Connections

Edit your Viva Connections dashboard and add the DirectoryPoint cards: Find someone, Your favourites, New joiners and Celebrations today. In each card's settings, leave the DirectoryPoint site empty when the dashboard's site is the DirectoryPoint site, or enter that site's address on the same SharePoint host. The cards show the same people as the web part and open profiles on the DirectoryPoint page.

Ask for help

1. Email us at info@apps365ltd.com.
2. Tell us what you were doing, what you expected and what happened, the address of the SharePoint page where DirectoryPoint is set up, and the version shown on DirectoryPoint's Help page.
3. Leave out passwords, licence keys and personal details of the people in your directory. We never need them, and we will never ask for a password.

When we reply

We aim to reply within one working day: Monday to Friday, 9:00 to 17:30 UK time, except UK bank holidays. Tenant Plus customers are answered first. If something stops your organisation working, say so in the first line and we aim to look at it straight away within those hours.

Security or data protection concerns: info@apps365ltd.com, or see security.txt. Accessibility problems: see our accessibility statement.