Use of the team directory

The team directory provides a comprehensive overview of all team profiles on the digital business card and makes it easy to navigate through the profiles of colleagues. It also allows new contacts to quickly find their colleagues, view information about their roles and responsibilities and get in touch with them directly. Some Lemontaps customers also create an info profile for the trade fair, for example, displaying all colleagues on the profile. In this article, you will learn how to activate the team directory, use it effectively and manage the display options.

INHALTSVERZEICHNIS

• 1. Activation of the team directory 
• 2. Use of the team directory
• 3. Display options and visibility
• 4. Example scenarios 

1. Activation of the team directory 

To be able to use the team directory, the corresponding option must be activated. If this is active, an overview of all team members is displayed. If a profile is assigned to a specific unit, only the members of the main unit are displayed.

Activation can only be carried out by administrators and is possible in the following ways:

1. User profiles: The team directory can be activated or deactivated individually for a person. Navigate to the respective profile, click on “Edit”, scroll all the way down and move the slider to the right. 

   
   

2. Profile design: Here you can activate or deactivate the team directory for the entire organization or specific units. Navigate here to the profile design, select the respective unit at the top right and then navigate to item 7 Team directory.

3. Team directory setting: If the directory is deactivated, it will not be displayed in the profile.
   
   

2. Use of the team directory

The team directory is a central point of contact for managing and viewing team profiles. The following functions are available:

• Scroll through and search: The first 20 profiles are initially visible in the standard view. Additional team members can be loaded by clicking on “View All”.

  

  
  

• Call up individual profiles: Clicking on a profile opens the detailed view of the corresponding team member, in which further information and contact options are displayed.

• Use filter options: If a large number of profiles are available, the search function or various filters can be used to search for specific people. To do this, click on the arrow. 

  
  

  
  

3. Display options and visibility

Depending on the configuration, the team directory can make different groups of people visible:

• Global activation: if the team directory is activated globally, all team members are visible, regardless of their unit affiliation.

• Unit-based display: If the directory is activated at unit level, only members of the respective unit are visible.

• Individual settings: If an admin has activated the team directory individually for a user, it remains visible even if it is deactivated at unit level.

• Mass editing: If the team directory is deactivated for an entire unit, it remains active for those users who had previously activated it individually.

  
  

4. Example scenarios 

To better understand how the team directory works, here are some typical use cases:

• Scenario 1: A user belongs to the “Lemon GmbH” unit. If the team directory is activated for this unit, the user's digital business card shows the team directory with members from this unit and not the global team members.
• Scenario 2: A team directory with global visibility contains all members of the organization, even if the other members are assigned to a specific unit.
• Scenario 3: The team directory is deactivated globally, but remains for users who have previously activated it individually.