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Wiki source code of c. Directory and Contacts

Version 1.2 by teamwire001 on 2021/12/06 07:52
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1 {{id name="03-directory"/}}
2
3 The [[image:Public.Applications.Desktop.User-Manual.WebHome@icon-tabcontacts.png||height="20"]] **Directory** shows all synchronised [[Contacts>>doc:||anchor="03-contacts"]]; created [[Lists>>doc:||anchor="03-lists"]]; [[Circles>>doc:||anchor="03-circles"]] to which you have been assigned to by your Teamwire admin; and [[Bots>>doc:||anchor="03-bots"]], that you have access to.
4
5
6 {{id name="03-search"/}}
7
8 = Search =
9
10 Make use of the search bar located atop the list of contacts to look for your colleagues. Enter (parts of) their name to see all of yours and other organisation's matching users. If a user is from another organisation, their associated organisation name will be shown.
11
12 You can also search for names of lists, circles and bots.
13
14
15 {{id name="03-contacts"/}}
16
17 = Contacts =
18
19 In the **Contacts** tab you can see all users, sorted by their last name. The list shows all users which your Teamwire administrator allows you to see.
20
21
22 {{id name="03-contactdata"/}}
23
24 == Contact info ==
25
26 Click on a contact's name to open their profile and contact information.
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28 Depending on the data each of them has added, you will find a profile picture and info about their organisation, department, role, or even phone number.
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30
31 {{id name="03-contactemail"/}}
32
33 === Send email ===
34
35 If the user has added their email address to their contact info, you will find an **envelope** symbol. Click the symbol to move the address to your default mail app where you can start composing an email.
36
37
38 {{id name="03-blockauser"/}}
39
40 = Block a user =
41
42 When you block a user, they will not be able to create a 1:1 chat with you, or write messages to any existing 1:1 chats. If you are participating in a group chat with a blocked user, their messages will not be displayed to you.
43
44 To block a user, open their profile and click **Block user.** Their profile will show a button to **Unblock user,** if you have already blocked them. Thus, you will be able to revoke a block.
45
46 Alternatively, you can find a list of all blocked users in your Profile at [[Blocked contacts>>doc:Public.Applications.Desktop.User-Manual.Profile-and-Settings.WebHome||anchor="04-blockedcontacts"]] where you can unblock them.
47
48 (% class="box infomessage" %)
49 (((
50 If you cannot block a contact, the feature may have been disabled by your Teamwire administrator.
51 )))
52
53 {{id name="03-contacts-organisations"/}}
54
55 == Contacts from other organisations ==
56
57 If your Teamwire admin allows communicating with externals, you may find users from other organisations in your contacts.
58
59 Use the search bar and look for users. Their associated organisation name will be shown.
60
61 **Requirements for finding users from other organisations**
62
63 * Your Teamwire administrator has enabled a policy allowing the communication with external users
64 * The external's Teamwire administrator allows their users to be found in the directory
65 * The users are hosted on the same Teamwire Server (//backend//)
66 ## ##
67
68 {{id name="03-contacts-federated"/}}
69
70 == Federated contacts ==
71
72 If your Teamwire administrator has enabled Teamwire Federation, you may find users of other organisations from another Teamwire Server (//backend//) in your contacts.
73
74 They will automatically be shown in your list of contacts. They will show the Teamwire Federation icon [[image:Public.Applications.Android.User-Manual.WebHome@icon-federated1.png||height="20"]] and their associated backend name.
75
76 **Requirements for synchronising external users from another Teamwire Server**
77
78 * Your Teamwire administrator has configured Teamwire Federation with another Teamwire Server (//backend//)
79 * Your Teamwire administrator has enabled your user account to use Teamwire Federation
80 ## ##
81
82 {{id name="03-lists"/}}
83
84 = Lists =
85
86 Lists are used to quickly and easily create a new chat with a predefined group of people in Teamwire, similar to a mailing list. Meaning, you can create multiple chats with the same list(s) based on different topics or projects.
87
88 Lists are contact groups that you created yourself and are available in your directory only. Their users will not be notified of being part of your list. Think of lists as a kind of "private circles".
89
90 When a chat is created, the list is parsed into its individual users which are added as independent chat participants. Unlike [[circles>>doc:||anchor="03-circles"]], they will be directly listed in the list of chat members.
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92 Your lists are synchronised to all devices you have logged in with your Teamwire account.
93
94
95 {{id name="03-createalist"/}}
96
97 == Create a list ==
98
99 To create a new list, click **New List** in the **List** tab.
100
101 * **Define a list name**
102 Define a name for your list. It is best to choose a name you can easily associate to the group of people.
103
104 * **Select List members**
105 Select members from your [[list of contacts>>doc:||anchor="03-contacts"]]. You may use the search bar to find contacts faster.
106 ## ##
107
108 Confirm the creation of your list by clicking **OK.** You will return to your directory.
109
110
111 {{id name="03-edityourlist"/}}
112
113 == Manage lists ==
114
115 If you want to add or remove contacts from your list later, click on the name of the list to view and edit it all current members.
116
117 To add further members or rename the list, click **Edit List** [[image:Public.Applications.Desktop.User-Manual.WebHome@icon-edit.png||height="17"]] atop the listed members. Select [[image:Public.Applications.Desktop.User-Manual.WebHome@icon-newcontact.png||height="17"]] **Add Members** to extend your list by selecting further users. You may use the search bar to find contacts faster.
118
119 To **remove** **existing members,** move your cursor at the respective user and open the [[image:Public.Applications.Desktop.User-Manual.WebHome@icon-menu.png||height="4"]] context menu to select **Remove from List.**
120
121 (% class="box warningmessage" %)
122 (((
123 Changes made to your lists will not be applied to existing chats automatically. I.e., new list members will not automatically be added to a chat which was previously created with one of your lists.
124 )))
125
126 {{id name="03-deleteyourlist"/}}
127
128 == Delete lists ==
129
130 To delete a list, click **Edit List** [[image:Public.Applications.Desktop.User-Manual.WebHome@icon-newcontact.png||height="17"]] atop the listed members. Select **Delete List** and confirm the prompt with **OK.**
131
132 Please notice that this action cannot be undone.
133
134
135 {{id name="03-groups"/}} {{id name="03-circles"/}}
136
137 = Circles =
138
139 Circles are used to quickly and easily create a new chat with a predefined group of people in Teamwire, similar to a mailing list. Meaning, you can create multiple chats with the same circle(s) based on different topics or projects.
140
141 Circles are managed by your Teamwire administrator and cannot be modified by you.
142
143 In your directory, you will find all circles you are a member of yourself. You can use them when creating a chat or add them to an existing group conversation at a later time.
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145 Circles usually have names you can easily associate to a group of people, e.g. departments or teams.
146
147
148 {{id name="03-circles-public"/}}
149
150 == Public circles ==
151
152 Public circles are managed by your Teamwire administrator and cannot be modified by you.
153
154 In your directory, you will find all public circles of your organisation without being a member yourself. You can use them when creating a chat. This allows special use cases, such as in the example below.
155
156 * **Example: Confidential information**
157 You can now contact the HR department via chat and submit a photo or scanned document of your sick note. Therefore, you create a chat with the public circle "Personnel office". Your get in contact with the "Personnel office" circle without inviting all other employees of the organisation.
158 ## ##
159
160 {{id name="03-bots"/}}
161
162 = Bots =
163
164 Bots are external applications (e.g. chat bots) that you have been given access to by your Teamwire administrator. They are always labelled with the suffix //Bot// so that users know that they are not talking to a real person.
165
166 For example, the RSS Bot, the WhatsApp Bot, a Web Chat Widget Bot, even a Barcode Scanner or a Flic Button Bot are just a few examples of useful and popular bots. [[In this article>>doc:Customer.Integrations.Teamwire-SDK.WebHome]] you can find more information and further examples of bots.
167
168
169 {{id name="03-updateyourcontactsandgroups"/}}
170
171 = Update your Contacts and Circles =
172
173 The user accounts of your colleagues or new circles are synchronised to your app automatically. However, if you are missing any users or circles in your directory, you can fetch the latest data manually. Click on your name in the top left-hand corner to open your profile and the settings. Go to **General settings** and start the synchronisation via the button [[image:Public.Applications.Desktop.User-Manual.WebHome@icon-syncbutton.png||height="20"]] in the upper right corner of the screen.
174
175 If the contacts of concern do not show up, despite a manual update, please contact your Teamwire administrator. It is possible that server settings or policies have been applied which will limit the synchronisation of your contacts.
176
177
178 {{id name="03-importcontacts"/}}
179
180 = Import contacts =
181
182 To import contacts, make use of the app's menu bar (or use the menu [[image:Public.Applications.Desktop.User-Manual.WebHome@icon-menu.png||height="4"]] next to your name and avatar) and select **Teamwire > Directory > Import contacts.**
183
184 The following formats are supported for import: vCard / vcf, Google CSV and Outlook CSV. Click on the respective format and select the file using your file explorer.
185
186 The imported users will appear in your contact list if the following requirements are fulfilled.
187
188 * The email address matches the contact's user account
189 * Your Teamwire administrator has enabled communication with external contacts
190 * The contacts are logged in to the same Teamwire server (//backend//)
191 ## ##
192
193 ## ##