Account admins can create a directory to store and access contacts for their reference. The directory can include both employee information and external contacts, and account admins can add multiple directories within a single app profile.
You can
Note: App profile admins can create and manage directories in the specific app profile to which they have admin access.
Navigate to the Directory on the left pane.
Create directory
- Click Add at the top right and select Create Directory.
- Type the title for a directory.
- Type the employee's name to give them access to the directory.
- Type the group's name to give them access to the directory and click Save.
Note: Once you select an employee or a group, you can give them either view or edit access to the directory.
After creating a directory, you can add contacts to it. Learn more in Create and manage contact.
Manage directory
After creating a directory, you can manage it if required.
- Click the Overflow
Menu on the right side of the directory. - Select the option as required.
-
- Edit: Edit the title, employee permissions, and group permissions.
- Email report: Email the directory report.
- Remove from profile: Delete the directory from the app profile.
Pick directory
You can copy a directory from another app profile if required.
- Click Add at the top right and select Pick directory.
- Select the directory and click Pick.
After picking a directory from another app profile, the directory and its contacts are copied to the current app profile.