How can I add directories by grade level or other categories?

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To add directory categories, navigate to the Categories tab in the Directory record via the Portal Admin homepage.

  1. Click 'Add Record...' and enter the name you want to designate for the Category.
    •  For example: Students by Grade Level.
  2. Click into the Category you just added and use the 'Add Records...' button to add each directory within the category. 
    • For example, add Students in Grade 1, Students in Grade 2, etc.
  3. Click into each directory you just added and, on the Portals tab, designate the Portals in which the directory should display.
  4. On the Criteria tab, add the criteria for directory membership.
    •  For example, 'include' the Grade Level Category by clicking into the Criteria Value and select from the query list.