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Corporate Directory Web Part Solution – User Guide

This guide provides step-by-step instructions to configure and use the Corporate Directory Web Part Solution in your SharePoint tenant. This solution is designed exclusively for SharePoint sites and displays a comprehensive employee directory with search and filtering capabilities, retrieving employee information from CSVfile stored in the Document Library.

1. Prerequisites

Before setting up the web part, ensure the following:

  • Document Library Setup: create a document library and upload the user information csv file in the document library.
  • CSV file configuration: You must head title in the first raw and set heading is keep must raw number “LastName”, “FirstName”, “DisplayName”, “JobTitle”, “Supervisor”, “PrimaryPhone”, “SecondaryPhone”, “Email”.
  1. Solution Installation and Deployment

        Upload Solution to the App Catalog

  1. Navigate to your SharePoint Admin Center.
  2. Go to Apps > App Catalog.
  3. Upload the “corporate directory. sppkg” package file to the Apps for App Catalog
  4. Then upload the. sppkg file to the App Catalog, choose whether to deploy the app to a single site or all SharePoint sites, and then click the ‘Enable App’ button.
  1. Adding the Web Part to a SharePoint Site

       Add the App to the Site

  1. Navigate to the SharePoint site where you want to use the web part.
  2. Go to Site Contents >Click + New button> App.
  3. Select the Corporate Directory web part from theMy apps and add it to your site.

      Edit the Page and Add the Web Part

  1. Open the SharePoint page where you want to display the Corporate Directory web part.
  2. Click Edit Page.
  3. In the web part toolbox, search for Corporate Directoryand add it to the page.

      How to Configure the Corporate Directory Web Part.

  1. Edit Web Part Properties
  2. Document Library: Enter the exact name of the SharePoint document library where the CSV file is uploaded (e.g., EmployeeDirectory).
  3. CSV File: Enter the file name (with extension) of the uploaded CSV (e.g., employees.csv).

4. Once this step is completed, the full functionality of the Corporate Directory will be available.

 

  1. Troubleshooting Tips (Common Issues and Solutions)

       No Employees Displayed:

  1. Verify that employee profiles are properly configured in CSV file.
  2. Check that the API permissions are granted in SharePoint Admin Center.
  3. Ensure employees have the required fields populated (name, job title, department)
  1. Key Notes
  1. This solution is exclusive to SharePoint and is not compatible with Microsoft Teams.
  2. Employee data updates in CSV file will reflect in the web part automatically within the configured sync interval.

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