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Getting Started with the Directory

Understand how to navigate your company’s structure, view roles, and gain clarity on how people and teams connect within your organization.

Taylor Owen avatar
Written by Taylor Owen
Updated over 2 months ago

Directory is the central place where you can view and understand the people and teams that make up your organization inside Wave. It is divided into two main sections. The Member Directory displays all active members in your workspace, while the Team Directory shows each team that exists within your organization. Together, these sections help you understand reporting structures, visualize how teams are organized, and explore individual profiles in a consistent and easy-to-use layout.

You can switch between card and list views for both members and teams depending on your preference. Filters allow you to narrow results by team, role, or other criteria to quickly find the person or group you need. Selecting any member or team opens a detailed profile where you can see key information, review activity, and recognize individuals or teams for outstanding work. Directory creates a clear, organized view of your organization’s structure and supports better collaboration across departments.


Five Steps to Get Started

1. Explore the Member Directory
Begin by opening the Directory page and reviewing the Member Directory. Here you will see all active members in your organization. Switch between card view and list view to find the layout that feels most helpful. Use filters to narrow the list by team or other criteria so you can quickly identify specific individuals or groups. This gives you a clear picture of who is in your organization.

2. Explore the Team Directory
Click into the Team Directory to view all teams within your workspace. Just like the Member Directory, you can switch between card and list views depending on how you prefer to browse. Teams can be filtered as well, allowing you to focus on a specific department or group. This section provides structure and helps you understand the relationships between groups inside Wave.

3. View member profiles
Select any member to open their profile. The profile displays important information, including their role, team, responsibilities, and activity. This view helps you understand the individual’s contributions and involvement within the organization. Member profiles give leaders and teammates a clear reference for collaboration and communication.

4. View team profiles
Select a team to view its team profile. This profile shows team details, members, and any associated activity. You can also recognize teams for their accomplishments, highlight their contributions, or acknowledge excellent work. Team profiles help you understand the makeup of a department and the roles within it.

5. Recognize individuals and teams
Inside any profile, you can add recognition to acknowledge strong performance, teamwork, or achievements. Recognition helps reinforce positive culture, motivate team members, and support a healthy environment. Use recognition to highlight meaningful contributions and to celebrate progress across the organization.


Tips and Tricks for Best Results

Use filters to navigate quickly
Filtering by team or role helps you find the right person or group without scrolling through long lists.

Switch views for clarity
Card view works well for visual browsing. List view is ideal when you want more compact information.

Review profiles for context
When collaborating or assigning work, reviewing profiles helps you understand roles, responsibilities, and team structure.

Make recognition part of your culture
Regularly acknowledging individuals and teams helps build morale and encourages positive performance.

Keep organizational information updated
As roles or teams change, ensure the Directory reflects those updates so it remains a reliable source of truth.

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