{"id":1206,"date":"2022-07-07T14:44:29","date_gmt":"2022-07-07T12:44:29","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&p=1206"},"modified":"2024-11-12T16:55:02","modified_gmt":"2024-11-12T15:55:02","slug":"directory-set-it-up","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/directory-set-it-up\/","title":{"rendered":"Directory – Set it up"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

[Reading time: 2 minutes<\/em>]<\/p>\n\n\n\n

Overview<\/h2>\n\n\n\n

Directory allows agents to quickly access interactions with users who are not on INO cx, whether for collaborative purposes or for transferring interactions.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Using the directory, you can add contacts via the Maker, which can be structured in folders. <\/p>\n\n\n\n

They will then be used in the small Banner. Buttons will allow the user to make a call (Smart\/Direct), send an SMS (Smart\/Direct) or compose an e-mail. All this will be available if the user has the required rights.<\/p>\n\n\n\n

Prerequisites<\/h2>\n\n\n\n

First of all, users intending to use the directory must have flow rights and outgoing interaction rights.<\/p>\n\n\n\n

User flow rights can be set in the Maker’s User sub-module.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n


The right to outgoing interactions for a profile can be set in the Maker’s profiles sub-module.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Set it up (Maker)<\/h2>\n\n\n\n

To set up your directory, go to the \u2018Toolbox\u2019 module, \u2018Directory\u2019 sub-module. If you have the necessary rights, you can perform several actions.<\/p>\n\n\n\n


\ud83d\udd0d SEARCH<\/strong>
From this page, you’ll find a list of folders that have already been set up. You can use the search bar to perform a search.
You can export contacts to a spreadsheet, which will then appear in \u2018My account\u2019 > \u2018My exports\u2019.<\/p>\n\n\n\n


\u271a CREATE<\/strong>
You can add:<\/p>\n\n\n\n

    \n
  • a contact<\/li>\n\n\n\n
  • a folder containing one or more contacts.<\/li>\n<\/ul>\n\n\n\n


    To help you, you can also download a CSV template file to fill in, and import contacts.<\/p>\n\n\n\n


    \u270f\ufe0f MODIFY\/DELETE<\/strong>
    For each item in the list, you can<\/p>\n\n\n\n

      \n
    • enter the item (and be able to fill it in)<\/li>\n\n\n\n
    • duplicate it, move it (for example, add a contact to a folder), see history, manage access rights<\/li>\n\n\n\n
    • modify it<\/li>\n\n\n\n
    • delete it<\/li>\n<\/ul>\n\n\n\n

      Give access (Maker)<\/h2>\n\n\n\n

      In the Maker, \u2018User\u2019 module, \u2018Profile\u2019 sub-module, \u2018configuration\u2019 tab, \u2018directory\u2019 sub-tab, you can give access to the entire directory<\/strong>, and remove access to directory folders.
      To give one or more profiles access to a directory folder<\/strong>, this is done directly in the directory folder concerned.
      To do this, click on the cogwheel, then \u2018Manage access rights\u2019.<\/p>\n\n\n\n


      Here’s how to add or remove rights to a profile:<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n

      Now you’re ready to use them in the small Banner!<\/p>","protected":false},"excerpt":{"rendered":"

      Directories work in the same way as the knowledge base, with sheets (in this case, contacts) that structure the information, collected in folders whose access rights are set via the profile.<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[107],"ht-kb-tag":[132,131],"class_list":["post-1206","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-configuring","ht_kb_tag-banner","ht_kb_tag-maker"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/1206","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=1206"}],"version-history":[{"count":15,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/1206\/revisions"}],"predecessor-version":[{"id":4350,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/1206\/revisions\/4350"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=1206"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=1206"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=1206"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}