You can also jump onto a particular section of the document from the section headings below:


What the feature does?


How the feature looks when in action?


How to set-up the feature?


How to configure the feature for different groups?


What the features does?


Employee Directory as the name describes is that section of the app which gives the user the information about other employees within their team and/or across the organization. The information exposed then can be used to contact the concerned person from the app itself.

This feature gives the admin the capability to organize contacts within groups for easier access to information. 


How the feature looks when in action?


The info section of the app is shown in action with the help of some screenshots. This will give you the idea of how the feature can be used and how it renders on the mobile device(Android in this case)


In this image, we can see that the feature is configured in a way that the whole Employee Directory is divided into groups viz. Team(which contains all the employees), Vendor, Market, Product & Success. It also shows that we can search for a user thus making it easier to access information and reach out to the concerned individual.





Image showing search in action for the concerned user



How to set-up the feature?



Please find the steps below:


1. Go to https://cms.aidaio.com

2. Select you app

3. Click on Modules from the bunch of options given



4. Click on Features from the options given



5. Now we need to add the Directory feature in the module

  • Click on the Pick a Feature bar and search for Connect
  • Click on the Add Feature button present just below the search button
  • The feature is now added to the module
  • Now click on the Connect feature created and you will be taken to a different screen where you can configure the name of the feature, can change the icon rendered on the device and make it visible/invisible for the end user

The flow is being shown in screenshots below:






How to configure the feature for different groups?


1. Go to https://cms.aidaio.com

2. Select you app

3. Click on People from the bunch of options given

4. That will show all the users that have been added to the system

5. The Users group shows all the users added to the system 

6. You can add specific people to a specific group there by mimicking the various teams present in an organization

7. This can be done by first going to a specific group and then clicking on the +(Plus) button present on the bottom-right of the page

8. Fill in the relevant information and the user will be added to that group

9. You can also create, delete of edit groups from the CMS

10. The same groups will get rendered in the app


The flow is being shown in screenshots below:


The image here shows the various individuals that have been added to the group Users which is also the group where all the individuals across groups are present.


In this image, you can cycle between various groups that are present and you can see and add users to those groups


This image shows the users present in the group known as Success


If you wish to add more people to the group success you can do so by clicking on the +(Plus) button present on the bottom-right of the screen and then clicking on Add



This will then navigate you to a new page where you can add the necessary details for the new user


You can also configure the various fields that you wish to render on the app by clicking on the Settings --> Manage Groups button 



This here shows what all fields that are configured for particular groups. You can switch the properties on/off by clicking on the property itself.


You can add more properties by clicking on the "Manage Additional Fields"



You can configure the additional fields from this page and can also add custom fields for the users also known as Additional Fields. These fields also show-up on the profile page for new users.



With this we have covered the Employee Directory section. Please do reach out to us if you need any further help or you think it can be improved and we would be happy to help.