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Dashboard - Directory Builder

Dashboard Directory Builder is a tool used by Marketing and Web to manage directory pages on WWW, Portal, and SharePoint. Directories are Groupings of Profiles, like department directories.

A limited number people can edit Directories. To edit your individual UW-Platteville profile, visit the Profile Editing knowledgebase article

Directory Listing

Go to https://dashboard.uwplatt.edu/admin/directories or on the right hand side navigation of the Dashboard click on University and then Directories
Directory listing

Add New Directory

  • Click the New directory button and fill out the form
    Create a directory form

Delete a Directory

  • Find the directory you want to delete
  • Click the Edit button
  • Click Delete button
  • Confirm action

Edit Directory

  • Find the directory you want to delete
  • Click the Edit button
    Editing a directory form

Top Section

  1. Update the directory's Title, slug, and main description
  2. Set Publish state
  3. Click Save changes
    Editing directory title

Bottom Section

Editing directory users

Add a Group

  1. Click New Group button
  2. Fill out and save group
  • The Title can be shown or hidden on the public directory
  • The Description can be shown or hidden on the public directory
  • The Use alpha order to force the people in the group into alphabetical order can be set
    Add Group Modal

Order Groups

  1. Click the up down cheveron up down cheveron icon to enter reorder mode
  2. Drag the groups by the handle bard
    Order Groups
  3. Click the checkmark checkmark icon to exit order mode, the order is saved automatically

Add Sync Directory or Work Group

  1. In the group you want to add a Sync group to click Add Sync.
    Add Sync Group
  2. Select the type of sync group you want to use
    • Department - Based on the persons department in HRS and also on any appointments in the profile system that the person adds
    • Work Group - Based on Active Directory's Work Groups managed by the Help Desk
  3. Start typing the group you are looking for
  4. Click the Add button next to the group

Note: The Sync Groups are updated nightly, So it may take up to 24 hours for a new person to show up in the group

Add a User Manually

  1. In the group you want to add a user to click Add User
    Add User
  2. Start typing the username of the user you are looking for
  3. Click the Add button next to that user

Order Users

Order User

  1. Drag and drop the users by the diagonally crossed bi-directional arrows
  2. The order is auto saved

Note: Dragging Users automatically unchecks the Use alpha order for that group
Note: To reset Use alpha order you will have to Edit that group

Deleting Users

  1. Click the red X in the top right corner of the user you want to remove

Note: Synced users can be restored and manually added users will have to be re-added again

Restoring Synced Users

  1. Click Restore Users at the bottom of the group you need to restore a synced user.
    Restore User
  2. Click Restore for the user you need to restore

Edit Group

  1. Click Edit for quick title or description changes or Click Advanced to get full group editing option
    Edit Group
  2. Make your changes
  3. Click Save

Delete Group

  1. Click Edit for the group
  2. Click Delete to the left of the Cancel and Save button

Delete Synced Directory o Work Group

  1. Click Advanced
  2. Find the Syncable Groups
  3. Click Delete to the right of the group

Note: All the users associated to the group will be removed from the group

If you have questions, please contact the ITS Help Desk at 608.342.1400 or helpdesk@uwplatt.edu.  You may also visit the Help Desk on the first floor of the Karrmann Library.




Keywords:Dashboard Directory Builder   Doc ID:110355
Owner:Sean M.Group:UW Platteville
Created:2021-04-19 09:27 CDTUpdated:2023-03-22 10:24 CDT
Sites:UW Platteville
Feedback:  0   0