Changes for page c. Directory and Contacts

Last modified by teamwire003 on 2025/04/08 15:33

From 3.1 to 3.2

From version 1.1

edited by teamwire001
on 2021/06/10 09:56

Change comment: Imported from XAR

To version 3.1

edited by teamwire001
on 2025/02/24 15:43

Change comment: DOC-386

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--c. Contacts
++c. Directory and Contacts

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--The  [[image:Public.Applications.iOS.User-Manual.WebHome@icon-tabcontacts.png||queryString="height=20" height="20"]]  **Contacts** tab shows all synchronised contacts (see [[All Contacts>>doc:||anchor="03-allcontacts"]]), self-created [[User Groups>>doc:||anchor="03-usergroups"]] (//Your groups//), and [[Organisation Groups>>doc:||anchor="03-organisationgroups"]] (//Managed groups//) to which you have been assigned to by the Teamwire administrator.
++The  [[image:Public.Applications.iOS.User-Manual.WebHome@icons-directory.svg]] **Directory** tab 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.
++## ##
++[[image:Public.Applications.iOS.User-Manual.WebHome@directory-1.png||width="280px"]]
++## ##
--[[image:Public.Applications.iOS.User-Manual.WebHome@en_contacts.png||queryString="width=300" width="300"]]
++{{id name="03-search"/}}
++= Search =
--{{id name="03-allcontacts"/}}
++Make use of the  [[image:Public.Applications.iOS.User-Manual.WebHome@icons-search.svg]] **search bar** located atop the list of contacts to find 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.
--= All Contacts =
++You can also search for names of lists, circles and bots.
--Tap **All Contacts** to see all synchronised users. The users are sorted by their last name.
++{{id name="03-contacts"/}}
--{{id name="03-mycontacts"/}}
++= Contacts =
--== My contacts ==
++In the  [[image:Public.Applications.iOS.User-Manual.WebHome@icons-user.svg]] **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.
--The list shows all of the company's users which your Teamwire administrator allows you to see.
--If Teamwire has been granted access to your address book, you may find external contacts using Teamwire, too - provided that your Teamwire administrator has enabled a policy for external communication.
++{{id name="03-contactdata"/}}
++== Contact info ==
--[[image:Public.Applications.iOS.User-Manual.WebHome@en_contacts_mycontacts.png||queryString="width=300" width="300"]]
++Tap on a contact's name to open their profile and contact information.
++Depending on the data each of them has added, you will find a profile picture and info about their [[image:Public.Applications.iOS.User-Manual.WebHome@icons-place.svg]] Organisation, [[image:Public.Applications.iOS.User-Manual.WebHome@icons-department.svg]] Department, [[image:Public.Applications.iOS.User-Manual.WebHome@icons-position.svg]] Role, or even  [[image:Public.Applications.iOS.User-Manual.WebHome@icons-voice-single.svg]] phone number.
--**Requirements for synchronising external user accounts**
++## ##
++[[image:Public.Applications.iOS.User-Manual.WebHome@EN__contacts-userprofile.png||width="280"]]
++## ##
--* The mail address in your address book matches the external's account information
--* Your Teamwire administrator has enabled a policy allowing the communication with external users
--* The users are hosted on the same Teamwire server (//backend//)
++{{id name="03-contactchat"/}}
--Make use of the search bar located atop the list of contacts to find your colleagues. Enter their name or parts of their name to see all user accounts matching your current input.
++=== Start chat ===
++Start a 1:1 conversation by tapping the  [[image:Public.Applications.iOS.User-Manual.WebHome@icons-chat-new.svg]] **chat** symbol. You will be forwarded to the chat view automatically.
--{{id name="03-directory"/}}
--== Directory (Enterprise Directory) ==
++{{id name="03-contactvoipvideo"/}}
--In addition to the automatically synchronised contacts, you are able to look for users of other organisations via the **Directory.**
++=== Start video call ===
--Enter the **full first name** or **full last name** and tap **Search** to see all matching users of your and other organisations. The account's associated organisation will be shown, too.
++Start a video call by tapping the  [[image:Public.Applications.iOS.User-Manual.WebHome@icons-video-single.svg]] **camera** symbol. As voice and video calls can only be made within chats, you will be forwarded to a new or existing 1:1 chat. The call then starts automatically.
--**Requirements for finding user accounts via Directory**
--* Your Teamwire administrator has enabled a policy allowing the communication with external users
--* The external's Teamwire administrator allows their users to be found via Directory
--* The users are hosted on the same Teamwire server (//backend//)
++{{id name="03-contactvoipvoice"/}}
--## ##
++=== Start voice call ===
++
++Start a voice call by tapping the  [[image:Public.Applications.iOS.User-Manual.WebHome@icons-voice-single.svg]] **phone** symbol. As voice and video calls can only be made within chats, you will be forwarded to a new or existing 1:1 chat. The call then starts automatically.
++
++If the user has added their phone number to their contact data, an additional menu will allow you to choose between calling the phone number or using "Teamwire voice call". Select **Teamwire voice call** to start the call.
++
++
++{{id name="03-contactphone"/}}
++
++=== Call phone number ===
++
++If the user has added their phone number to their contact data, you will find a  [[image:Public.Applications.iOS.User-Manual.WebHome@icons-voice-single.svg]]  **phone** symbol (voice). You may find an additional menu which will allow you to choose between calling the phone number or using "Teamwire voice call". Tap on the phone number to move it to your default phone app where you can start the call.
++
++
++{{id name="03-contactemail"/}}
++
++=== Send email ===
++
++If the user has added their email address to their contact data, you will find an  [[image:Public.Applications.iOS.User-Manual.WebHome@icons-email.svg]] **envelope** symbol. Tap the symbol to move the address to your default mail app where you can start composing an email.
++
++
  {{id name="03-blockauser"/}}
--== Block a user ==
++=== Block a user ===
--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.
++Blocked contacts will not be able to create a 1:1 chat with you, or write to an existing 1:1 chat. If you are participating in a group chat with a blocked user, their messages will not be displayed to you.
--To block a user, open their profile and tap **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. Alternatively, open the list of all blocked contacts via [[Profile > Privacy>>doc:Public.Applications.iOS.User-Manual.Settings.WebHome||anchor="05-privacy"]] and unblock them there.
++To block a user, open their profile and tap  [[image:Public.Applications.iOS.User-Manual.WebHome@icons-block.svg]] **Block contact**. Their profile will show a button to  [[image:Public.Applications.iOS.User-Manual.WebHome@icons-block.svg]] **Unblock user**, if you have already blocked them. Thus, you will be able to revoke a block.
--(% class="box" %)
++Alternatively, you can find a list of all blocked users in your privacy settings at [[Blocked contacts>>doc:Public.Applications.iOS.User-Manual.Profile.WebHome||anchor="05-privacy"]] where you can unblock them.
++
++(% class="box infomessage" %)
  (((
--Your Teamwire administrator is able to prohibit the blocking of users. If the feature is not available to you, it may has been disabled.
++If you cannot block a contact, the feature may have been disabled by your Teamwire administrator.
  )))
++{{id name="03-contacts-addressbook"/}}
++
++== Contacts from your local address book ==
++
++If Teamwire has been granted access to your address book, you may find users from other organisations.
++
++They will automatically be shown in your list of contacts.
++
++**Requirements for synchronising external users from your local address book**
++
++* The mail address in your address book matches their user ID
++* Your Teamwire administrator has enabled a policy allowing the communication with external users
++* The users are hosted on the same Teamwire Server (//backend//)
  ## ##
--{{id name="03-groups"/}}
--= Groups =
++{{id name="03-contacts-organisations"/}}
--In Teamwire, groups are meant for creating new chats more quickly and easily with predefined groups of people (similar to a mailing list). Meaning, you can create multiple chats with the same group(s) based on different topics or projects.
++== Contacts from other organisations ==
--Teamwire classifies two types of groups
++If your Teamwire admin allows communicating with externals, you may find users from other organisations in your contacts.
--* User Groups (//Your groups//)
--* Organisation Groups (//Managed groups//)
++Use the magnifier to open the search bar and look for users. Their associated organisation name will be shown.
--Groups can be selected as participants during the creation of a chat, but can also be added later to any conversation.
++**Requirements for finding users from other organisations**
++* Your Teamwire administrator has enabled a policy allowing the communication with external users
++* The external's Teamwire administrator allows their users to be found in the directory
++* The users are hosted on the same Teamwire Server (//backend//)
++## ##
--{{id name="03-usergroups"/}}
++{{id name="03-contacts-federated"/}}
--== User Groups (Your groups) ==
++== Federated contacts ==
--These groups are created by you (see [[Create group>>doc:||anchor="03-createagroup"]]) and can only be used by yourself. The users will not be aware of their membership of your group until you have added the group to a chat. Only then they will be able to find the group via [[Chat Settings > Members>>doc:Public.Applications.iOS.User-Manual.Chats-and-Messaging.WebHome||anchor="02-members"]]. The users will be able to permanently leave your User Group by leaving the chat.
++If your Teamwire administrator has enabled Teamwire Federation, you may find users of other organisations from another Teamwire Server (//backend//) in your contacts.
--Your User Groups are synchronised to all devices you have logged your Teamwire account into.
++They will automatically be shown in your list of contacts. They will show the Teamwire Federation icon  [[image:Public.Applications.iOS.User-Manual.WebHome@icons-federated.svg]]  and their associated backend name.
++**Requirements for synchronising external users from another Teamwire Server**
--{{id name="03-createagroup"/}}
++* Your Teamwire administrator has configured Teamwire Federation with another Teamwire Server (//backend//)
++* Your Teamwire administrator has enabled your user account to use Teamwire Federation
++## ##
--=== Create a group ===
++{{id name="03-lists"/}}
--To create a new group, tap  [[image:Public.Applications.iOS.User-Manual.WebHome@icon-newgroup.png||queryString="height=20" height="20"]]  in the right upper corner of the screen.
++= Lists =
--* **Define a group name**
--Define a name for the User Group. It is best to choose a name you can easily associate to the group of people. Tap **Save** to continue.
++[[image:Public.Applications.iOS.User-Manual.WebHome@icons-userlist.svg]] **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.
--* **Select group members**
--You will see your [[list of contacts>>doc:||anchor="03-mycontacts"]]. If necessary, use the search bar located atop the list of contacts to find your contacts faster, and select the members for your group.
++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".
--Confirm your selection of group members by tapping **Done.** You will return to your Contacts tab.
++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.
++Your lists are synchronised to all devices you have logged in with your Teamwire account.
--{{id name="03-edityourgroup"/}}
--=== Edit your group ===
++{{id name="03-createalist"/}}
--If you want to add or remove contacts from your group(s) later, tap the name of the group to view all current members. Select **Edit** in the right upper corner of the screen. You will see your [[list of contacts>>doc:||anchor="03-mycontacts"]], where you can select or deselect any users. If necessary, use the search bar located atop the list of contacts to find your contacts faster.
++== Create a list ==
--Confirm your selection of group members by tapping **Done.** You will return to your Contacts tab.
++To create a new list, tap [[image:Public.Applications.iOS.User-Manual.WebHome@icons-list-new.svg]] **New List**.
--Changes made to your User Groups will be automatically applied to all existing chats. I.e. additional contacts will be added and deleted contacts will be removed.
++* **Select members**
++Select members from your [[list of contacts>>doc:||anchor="03-contacts"]]. You may use the search bar to find contacts faster. Tap **Next** to continue.
++* **Define list name**
++Define a name for your list. It is best to choose a name you can easily associate to the group of people.
++## ##
--{{id name="03-deleteyourgroup"/}}
++Confirm the creation of your list by tapping **Create**. You will return to the directory.
--=== Delete your group ===
--To delete a User Group, left-swipe the group concerned on the Contacts tab and select **Delete.** Alternatively, tap **Edit** in the left upper corner of the screen to remove multiple groups. Tap **Done** after you are finished.
++{{id name="03-edityourlist"/}}
--(% class="box" %)
++== Manage list members ==
++
++You can adjust the members on your lists.
++
++* **Add members**
++Swipe left on the list you want to edit and select [[image:Public.Applications.iOS.User-Manual.WebHome@icons-editmember.svg]] **Edit members**.
++Alternatively, tap on the name of the list to view its current members, and select [[image:Public.Applications.iOS.User-Manual.WebHome@icons-adduser.svg]] **Add members** (lower-right).
++
++* **Remove members**
++Tap on the name of the list to view its current members, and tap on the user to open the action menu. There select [[image:Public.Applications.iOS.User-Manual.WebHome@icons-delete.svg]] **Remove from list**.
++## ##
++
++(% class="box warningmessage" %)
  (((
--Please note that deleting User Groups is final and cannot be undone. You can only delete User Groups you have created yourself.
++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.
  )))
++
++
++{{id name="03-renameyourlist"/}}
++
++== Rename lists ==
++
++To rename one of your lists, swipe left on the list and select [[image:Public.Applications.iOS.User-Manual.WebHome@icons-edit.svg]] **Edit**.
++
++Alternatively, tap on the name of the list to view its current members. Select [[image:Public.Applications.iOS.User-Manual.WebHome@icons-edit.svg]] **Edit** and adjust its name.
++
++
++{{id name="03-deleteyourlist"/}}
++
++== Delete lists ==
++
++To delete a list, swipe left on the list you want to delete and select [[image:Public.Applications.iOS.User-Manual.WebHome@icons-delete.svg]] **Delete**.
++
++Please notice that this action cannot be undone.
++
++
++{{id name="03-groups"/}} {{id name="03-circles"/}}
++
++= Circles =
++
++[[image:Public.Applications.iOS.User-Manual.WebHome@icons-circle.svg]] **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.
++
++Circles are managed by your Teamwire administrator and cannot be modified by you.
++
++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.
++
++Circles usually have names you can easily associate to a group of people, e.g. departments or teams.
++
++
++{{id name="03-circles-public"/}}
++
++== Public circles ==
++
++Public circles are managed by your Teamwire administrator and cannot be modified by you.
++
++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 examples below.
++
++* **Example 1: Confidential information**
++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". You get in contact with the "Personnel office" circle without inviting all other employees of the organisation.
++
++* **Example 2: Emergency alert**
++In the event of a workplace accident, you have to call a predefined group of contacts via the emergency alert feature. Therefore, you have set the public circle "First aider" in your App settings as the [[Default circle>>doc:Public.Applications.iOS.User-Manual.Profile.WebHome||anchor="05-sosgroup"]]. If an emergency occurs, you can get in contact with the "First aider" circle without inviting all other employees of the organisation.
  ## ##
--{{id name="03-organisationgroups"/}}
--== Organisation Groups (Managed groups) ==
++{{id name="03-bots"/}}
--These groups are created by your Teamwire administrator and cannot be modified. Use these groups to create a chat or to add members to an existing conversation at a later time.
++= Bots =
--Organisation Groups usually have names you can easily associate to a group of people, e.g. departments or teams.
++[[image:Public.Applications.iOS.User-Manual.WebHome@icons-bot.svg]] 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.
--The Organisation Groups are synchronised to all devices you have logged your Teamwire account into.
++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.
  {{id name="03-updateyourcontactsandgroups"/}}
--= Update your Contacts and Groups =
++= Update your Contacts and Circles =
--The user accounts of your colleagues or new Organisation Groups are synchronised to your app automatically. However, if you are missing any users or groups in your list of contacts, you can fetch the latest data manually via **Update Contacts and Groups.**
++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 with the option [[image:Public.Applications.iOS.User-Manual.WebHome@icons-refresh.svg]] **Update Contacts** via the menu in the upper right corner of the screen.
--If the desired users do not appear despite a manual update, please contact your administrator. It is possible that server settings or policies have been applied which will limit the synchronisation of your contacts.
++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.
  ## ##

Changes for page c. Directory and Contacts

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