Employee
      Back to home
      1. Knowledge Base
      2. Getting Started
      3. Employee

      Create and manage contact

      Employees can create contacts in the Directory module only with the account admin’s permission.

      The account admin can create a directory and contacts within it, and provide either:

      • Edit access, allowing employees to manage the directory, create contacts, and manage contacts.
      • View access, allowing employees to view the directory and contacts within it.

      Note: Employees cannot add directories and contacts. However, they view and edit them based on the permissions granted by the account admin.

      With the edit access, you can perform the following actions:

      Navigate to the Directory on the left pane.

      Create contact

      You can create contacts and store both employee information and external contacts.

      1. Select the directory where you want to add contact.
      2. Click Add at the top right and select Create Contact.
      3. Type the contact’s name.

      Note: The first and last names are required, while the other details are optional.

        4.   Type the job role and upload their image.

        5.   Type their organization’s name and address.

        6.   Enter the email ID and phone number.

        7.   Add additional information like birthday and gender and click Save.

      Create and manage contact1-1

      Manage contact

      After adding the contact, you can manage it if required.

      1. Select a directory and select a contact that you want to manage.
      2. Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the top right and select the option as required.
        • Edit: Edit the contact information. 
        • Remove from directories: Remove contact from the selected directory.

      Note: You cannot delete the contacts.

      Create and manage contact2-1

      Copy contact

      You can copy contacts from a different directory within the same app profile.

      1. Select a directory from which you want to copy the contacts.
      2. Click Add at the top right and select Copy Contacts from Other Directories.
      3. Select the contacts and click Copy.

      Note: If you do not have access to other directories, you cannot view contacts in the Copy Contacts from Other Directories pop-up.

      Create and manage contact3-2

      Upload contact

      You can upload contacts via an Excel file.

      1. Select a directory where you want to upload the contacts.
      2. Click Add at the top right and select Upload Contact CSV.

      Note: Uploading a CSV file to the directory will replace all existing contacts within it. It is recommended to upload a CSV file into an empty directory.

        3.   Click Download Sample, open the downloaded file, enter the contact information, and save the file.

        4.   Return to theEMPLOYEEapp, click Upload File, select the file, and click Open.

        5.   Click Save.

      Create and manage contact4-1