> ## Documentation Index
> Fetch the complete documentation index at: https://support.i.moneyforward.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 2. Identify Self-Managed IDs

> Learn how to identify self-managed IDs in the Directory.

The Directory search feature lets you use multiple filters to identify IDs and save your search conditions.

## Screen Overview (Directory)

<img src="https://mintcdn.com/moneyforwardi/uAGSNOjlRZHxMgfM/images/it-management/m6uehl3rzi/2026-06-07-15-45-11.png?fit=max&auto=format&n=uAGSNOjlRZHxMgfM&q=85&s=d748d2c1ec4075a99c411781c32c97f0" alt="The Directory search and filter screen" width="2156" height="426" data-path="images/it-management/m6uehl3rzi/2026-06-07-15-45-11.png" />

| No. | Item                    | Description                                                                                          |
| --- | ----------------------- | ---------------------------------------------------------------------------------------------------- |
| 1   | Filter by ID type       | Filter by ID type: All IDs / Internal IDs / External IDs / System IDs / Unknown IDs / Unmanaged IDs. |
| 2   | Search by name or email | Search the Directory list by name or email address.                                                  |
| 3   | Status                  | Filter the Directory list by status.                                                                 |
| 4   | Period                  | Filter the Directory list by a specified date range.                                                 |
| 5   | Other filters           | Filter the Directory list by individual attributes.                                                  |
| 6   | Save search             | Save your search conditions and reuse them to filter the list.                                       |

## Filter by ID Type

Select an ID type — All IDs / Internal IDs / External IDs / System IDs / Unknown IDs / Unmanaged IDs — to filter the list by that type. To clear the filter, select **All IDs**.

<img src="https://mintcdn.com/moneyforwardi/bgd7kpTkKU-JH8ZL/images/it-management/m6uehl3rzi/directory-2.png?fit=max&auto=format&n=bgd7kpTkKU-JH8ZL&q=85&s=aa52edb077623819343934e557723f77" alt="Filtering by ID type" width="1946" height="178" data-path="images/it-management/m6uehl3rzi/directory-2.png" />

## Search by Name or Email

Search the Directory list by name or email address. To clear the search, click the **(×)** icon on the right.

<img src="https://mintcdn.com/moneyforwardi/bgd7kpTkKU-JH8ZL/images/it-management/m6uehl3rzi/2025-08-19-8-36-00.png?fit=max&auto=format&n=bgd7kpTkKU-JH8ZL&q=85&s=0e6a79f18e67dc9dfa40c11f2dffed25" alt="Searching by name or email address" width="1028" height="270" data-path="images/it-management/m6uehl3rzi/2025-08-19-8-36-00.png" />

## Status

Filter the Directory list by status. To clear the filter, uncheck the checkbox.

## Period

Filter the Directory list by a specified date range. To clear the filter, click the **(×)** icon on the right.

<img src="https://mintcdn.com/moneyforwardi/bgd7kpTkKU-JH8ZL/images/it-management/m6uehl3rzi/2025-08-19-9-45-08.png?fit=max&auto=format&n=bgd7kpTkKU-JH8ZL&q=85&s=c861ff4df501526464a24720d0c231db" alt="Filtering by period" width="1300" height="654" data-path="images/it-management/m6uehl3rzi/2025-08-19-9-45-08.png" />

### Custom

Selecting **Custom** opens the **Custom Range** screen. Set the date range and click **Apply**.

<img src="https://mintcdn.com/moneyforwardi/bgd7kpTkKU-JH8ZL/images/it-management/m6uehl3rzi/2025-08-19-9-34-09.png?fit=max&auto=format&n=bgd7kpTkKU-JH8ZL&q=85&s=5f8b96275bfa04c517aed068beca4061" alt="The Custom Range screen" width="1732" height="656" data-path="images/it-management/m6uehl3rzi/2025-08-19-9-34-09.png" />

<h2 id="other-filters">
  Other Filters
</h2>

Filter the Directory list by individual attributes (including custom attributes). To clear a filter, click the **(×)** icon on the right.

<img src="https://mintcdn.com/moneyforwardi/bgd7kpTkKU-JH8ZL/images/it-management/m6uehl3rzi/2025-08-19-8-56-56.png?fit=max&auto=format&n=bgd7kpTkKU-JH8ZL&q=85&s=165b090e52aa86030f87fe0130117e8a" alt="Other filters" width="1580" height="976" data-path="images/it-management/m6uehl3rzi/2025-08-19-8-56-56.png" />

### Has Data in Employee Master

Filter by **Has data in Employee Master**. This filter is available when an employee master is configured under **Settings > Organization > Employee Master Settings**.

<img src="https://mintcdn.com/moneyforwardi/bgd7kpTkKU-JH8ZL/images/it-management/m6uehl3rzi/2025-08-19-8-55-57.png?fit=max&auto=format&n=bgd7kpTkKU-JH8ZL&q=85&s=fa00482d888be537e5f7c75a586ab420" alt="Filtering by Has data in Employee Master" width="474" height="296" data-path="images/it-management/m6uehl3rzi/2025-08-19-8-55-57.png" />

When you filter by **Has data in Employee Master**, the **Services** column shows the services configured in the employee master.

<img src="https://mintcdn.com/moneyforwardi/bgd7kpTkKU-JH8ZL/images/it-management/m6uehl3rzi/directory-6.png?fit=max&auto=format&n=bgd7kpTkKU-JH8ZL&q=85&s=53a22e271bf26363812b95b613e64fdb" alt="The services configured in the employee master" width="1734" height="876" data-path="images/it-management/m6uehl3rzi/directory-6.png" />

### Save Search

Save your search conditions and reuse them to filter the list.

To save a search, go to **Save Search** > **Save Current Search**, enter a **Search Name**, and click **Save Search**.

<img src="https://mintcdn.com/moneyforwardi/bgd7kpTkKU-JH8ZL/images/it-management/m6uehl3rzi/2025-08-19-10-04-31.png?fit=max&auto=format&n=bgd7kpTkKU-JH8ZL&q=85&s=06ab65e5a0f16a88ce90d303540f41e2" alt="Saving search conditions" width="862" height="984" data-path="images/it-management/m6uehl3rzi/2025-08-19-10-04-31.png" />

### Saved Searches

Saved search conditions appear in a list. You can run, reorder, view, and delete saved searches.

<img src="https://mintcdn.com/moneyforwardi/uAGSNOjlRZHxMgfM/images/it-management/m6uehl3rzi/2026-06-07-15-56-45.png?fit=max&auto=format&n=uAGSNOjlRZHxMgfM&q=85&s=2eeff1b6ade48559387442560d6ff84b" alt="The list of saved searches" width="1140" height="658" data-path="images/it-management/m6uehl3rzi/2026-06-07-15-56-45.png" />

| No. | Item              | Description                                                          |
| --- | ----------------- | -------------------------------------------------------------------- |
| 1   | Reorder           | Reorder saved search conditions by hovering and dragging up or down. |
| 2   | Search conditions | View the conditions of a saved search.                               |
| 3   | Delete            | Delete a saved search condition.                                     |
| 4   | Run search        | Run a search using the saved conditions.                             |
