View and manage directory

Employees can view the directory in the Directory module only with the account admin’s permission.

The account admin can create a directory and contacts, 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 the 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.

Manage directory

You can manage the directory in the following ways:

  • Edit the directory
  • Email the directory report
  • Remove the directory from the app profile

Navigate to the Directory on the left pane.

  1. Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu on the right side of the directory.

Note: If multiple directories are shared with you and granted edit access, you must select a directory to manage it.

  2.   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.

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