Opening your Directory…

CCircle SureDIGITAL

BUSINESS DIRECTORY

A clear view of
your businesses.

Manage your business register and give colleagues the access they need, all in one place.

Continue with Identity ↗

Use your Circle Sure account and authenticator.
Directory administrator access is required.

CCircle SureDIGITAL

ADMINISTRATION

One shared business register

Access stays specific to each business and application.

Directory administrator

Circle Sure Digital / Business DirectoryIdentity ↗

Review workspace · Changes here do not change your live business register.

YOUR ORGANISATION

Businesses

A shared register. Access that’s clear for everyone.

Total businesses0

Active0

Paused0

Business register

Search businesses

BUSINESS ACCESS

This business is paused. All business access is suspended until you resume it.

Social accounts & integrations

Customer systems

Choose where this business keeps its customers. Support uses the same contact standard for every system.

Colleagues & access

Application roles apply to this business. Colleagues also need access to the application in Identity.

Pausing a business suspends access without deleting its records. Directory administration does not grant access to operational records.

ACCOUNTABILITY

Activity

The latest 100 changes to businesses, social accounts, customer systems and colleague access.

Circle Sure Digital Business Directory

Add business

Give this business a clear name your team will recognise.

Business namePermanent slug

A unique identifier using lowercase words and hyphens. It cannot be changed later.

Register social account

Save the public account details. Registration does not enable publishing or replies.

PlatformAccount namePublic profile URL

Use the public profile link without tracking codes.

Provider account ID

Integration details

Meta portfolio IDMeta app IDConnected Facebook Page ID

Public identifiers only. Passwords and access tokens are managed separately through the provider connection.

Application availabilityShow this account in ReachShow this account in Support

These choices make the account visible to authorised colleagues. Publishing, intake and replies stay off until its integration is verified and activated.

Register customer system

System namePermanent source ID

Keeps customer references stable. Register a replacement system separately.

Service origin

The service providing customer records. Use its HTTPS address without a path or sign-in details.

Support information

Customer search, names and contact details use the shared Support standard.

Include additional ticket context, such as orders or servicesMake this system available to Support

Registration does not connect customer data. Secure credentials and connection approval are handled separately. Do not enter passwords or tokens here.

Add colleague

Colleague

Active colleagues with Directory access in Identity appear here. That access does not make them Directory administrators.

Membership

Application access

Choose a role for each application. “No access” removes that grant.

Overview: summaries only. Viewer: read. Contributor: day-to-day work. Manager: management actions where supported. Each application still checks access to individual records.

A clear view ofyour businesses.

Businesses

Business register

Social accounts & integrations

Customer systems

Colleagues & access

Activity

A clear view of
your businesses.