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How to Add More Details to the Directory
How to Add More Details to the Directory

Maximize the use of the Directory with these easy steps

Roni Matza avatar
Written by Roni Matza
Updated over a week ago

The directory allows you to create a phone book with the contact information for the company's employees. You and your employees can access phone numbers or emails and also call any of the people listed in your company's Directory. Easily allow your employees to reach out to each other and chat using the Directory, or limit which information employees can access based on custom fields.

Pro tip: to learn more about the directory, read the starting guide to the directory, click here.

In this article we will go over:

Editing visible information

To edit the user's information to be visible in your Directory, access the Directory settings:

  1. Click Directory on your sidebar

  2. Click "Options"

  3. Choose "Settings"

  4. Then, choose the details that will be visible in your company's Directory. Available details are based on your custom fields.

  5. Click on "Confirm changes".

To manage Mobile users viewing permissions:

  1. Click on settings

  2. Click on Users

  3. Choose to enable Mobile users to view anyone

  4. Or, you can choose to limit this option by either allowing users to view only if they are from the same department, role, or direct attending. The other option would be to select specific users that would have access to viewing the directory from their mobile

Pro Tip: To learn more about this feature read our Starting Guide to the Directory, click here.

Changing the order of appearance

You can change the order of appearance by dragging and dropping the details, these settings apply to all mobile users.

Pro Tip: To learn more about Work Contacts, click here.

Adding more details to your Directory

The Directory's available details match the custom fields that you have already created. To add more details to your Directory, add a new custom field from the user's profile. To add a new custom field:

  1. Click the Users tab on your sidebar.

  2. Click on User Details on the top right

  3. Click Add field.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.

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