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Changes for page c. Directory and Contacts

Last modified by teamwire003 on 2025/04/08 15:33
From version 1.3
edited by teamwire001
on 2022/05/24 14:20
Change comment: DOC-81: Add VoIP feature to manual
To version 3.2
edited by teamwire003
on 2025/04/08 15:33
Change comment: DOC-424

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1 -XWiki.teamwire001
1 +XWiki.teamwire003
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1 -The [[image:Public.Applications.iOS.User-Manual.WebHome@icon-tabcontacts||height="20"]] **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.
1 +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.
2 2  
3 3  ## ##
4 -[[image:Public.Applications.iOS.User-Manual.WebHome@iPhone_EN__Directory.png||height="583" width="280"]]
4 +[[image:Public.Applications.iOS.User-Manual.WebHome@directory-1.png||width="280px"]]
5 5  ## ##
6 6  
7 7  {{id name="03-search"/}}
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8 8  
9 9  = Search =
10 10  
11 -Make use of the 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.
11 +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.
12 12  
13 13  You can also search for names of lists, circles and bots.
14 14  
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17 17  
18 18  = Contacts =
19 19  
20 -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 +In the [[image:Public.Applications.iOS.User-Manual.WebHome@icons-user.svg]] **Contacts** tab you can see all users which your Teamwire administrator allows you to see.
21 +By default, the contacts are sorted by **First name** and can alternatively be sorted by **Last name** with the option [[image:Public.Applications.iOS.User-Manual.WebHome@icons-list-sort.svg]] **Sort order** in the upper right corner of the screen.
21 21  
22 22  
23 23  {{id name="03-contactdata"/}}
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26 26  
27 27  Tap on a contact's name to open their profile and contact information.
28 28  
29 -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.
30 +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.
30 30  
32 +## ##
33 +[[image:Public.Applications.iOS.User-Manual.WebHome@EN__contacts-userprofile.png||width="280"]]
34 +## ##
31 31  
32 32  {{id name="03-contactchat"/}}
33 33  
34 34  === Start chat ===
35 35  
36 -Start a 1:1 conversation by tapping the **chat** symbol. You will be forwarded to the chat view automatically.
40 +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.
37 37  
38 38  
39 39  {{id name="03-contactvoipvideo"/}}
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40 40  
41 41  === Start video call ===
42 42  
43 -Start a video call by tapping the **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.
47 +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.
44 44  
45 45  
46 46  {{id name="03-contactvoipvoice"/}}
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47 47  
48 48  === Start voice call ===
49 49  
50 -Start a voice call by tapping the **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.
54 +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.
51 51  
52 -If the user has added their phone number to their contact info, 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.
56 +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.
53 53  
54 54  
55 55  {{id name="03-contactphone"/}}
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56 56  
57 57  === Call phone number ===
58 58  
59 -If the user has added their phone number to their contact info, you will find a **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.
63 +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.
60 60  
61 61  
62 62  {{id name="03-contactemail"/}}
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63 63  
64 64  === Send email ===
65 65  
66 -If the user has added their email address to their contact info, you will find an **envelope** symbol. Tap the symbol to move the address to your default mail app where you can start composing an email.
70 +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.
67 67  
68 68  
69 69  {{id name="03-blockauser"/}}
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72 72  
73 73  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.
74 74  
75 -To block a user, open their profile and tap **Block contact.** Their profile will show a button to **Unblock user,** if you have already blocked them. Thus, you will be able to revoke a block.
79 +To block a user, open their profile and tap  [[image:Public.Applications.iOS.User-Manual.WebHome@icons-block.svg]] **Block user**. 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.
76 76  
77 -Alternatively, you can find a list of all blocked users in your Profile at [[Blocked Contacts>>doc:Public.Applications.iOS.User-Manual.Settings.WebHome||anchor="05-privacy"]] where you can unblock them.
81 +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.
78 78  
79 79  (% class="box infomessage" %)
80 80  (((
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117 117  
118 118  If your Teamwire administrator has enabled Teamwire Federation, you may find users of other organisations from another Teamwire Server (//backend//) in your contacts.
119 119  
120 -They will automatically be shown in your list of contacts. They will show the Teamwire Federation icon [[image:Public.Applications.iOS.User-Manual.WebHome@icon-federated1.png||height="20"]] and their associated backend name.
124 +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.
121 121  
122 122  **Requirements for synchronising external users from another Teamwire Server**
123 123  
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129 129  
130 130  = Lists =
131 131  
132 -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.
136 +[[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.
133 133  
134 134  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".
135 135  
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142 142  
143 143  == Create a list ==
144 144  
145 -To create a new list, tap **New List**.
149 +To create a new list, tap [[image:Public.Applications.iOS.User-Manual.WebHome@icons-list-new.svg]] **New List**.
146 146  
147 147  * **Select members**
148 148  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.
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151 151  Define a name for your list. It is best to choose a name you can easily associate to the group of people.
152 152  ## ##
153 153  
154 -Confirm the creation of your list by tapping **Create.** You will return to the directory.
158 +Confirm the creation of your list by tapping **Create**. You will return to the directory.
155 155  
156 156  
157 157  {{id name="03-edityourlist"/}}
158 158  
159 -== Manage lists ==
163 +== Manage list members ==
160 160  
161 -If you want to add or remove contacts from your list later, tap the name of the list to view and edit it all current members. Select **Add members** to see your [[list of contacts>>doc:||anchor="03-contacts"]], and add more members. You may use the search bar to find contacts faster.
165 +You can adjust the members on your lists.
162 162  
163 -To remove members, tap a user in your list and select **Remove from List.**
167 +* **Add members**
168 +Swipe left on the list you want to edit and select [[image:https://wiki-internal.teamwire.eu:11443/bin/download/Public/Applications/iOS/User-Manual/WebHome/icons-editmember.svg?rev=1.1||alt="icons-editmember.svg"]] **Edit members**.
169 +Alternatively, tap on the name of the list to view its current members, and select [[image:https://wiki-internal.teamwire.eu:11443/bin/download/Public/Applications/iOS/User-Manual/WebHome/icons-adduser.svg?rev=1.2||alt="icons-adduser.svg"]] **Add members** (lower-right).
164 164  
171 +* **Remove members**
172 +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**.
173 +## ##
174 +
165 165  (% class="box warningmessage" %)
166 166  (((
167 167  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.
168 168  )))
169 169  
180 +
181 +
182 +
183 +
184 +
185 +
186 +
187 +
188 +
189 +
190 +{{id name="03-renameyourlist"/}}
191 +
192 +== Rename lists ==
193 +
194 +To rename one of your lists, tap and hold or swipe left on the list and select [[image:Public.Applications.iOS.User-Manual.WebHome@icons-edit.svg]] **Rename list**.
195 +
196 +Alternatively, tap on the name of the list to view its current members. Select [[image:Public.Applications.iOS.User-Manual.WebHome@icons-edit.svg]] **Rename list** and adjust its name.
197 +
198 +
170 170  {{id name="03-deleteyourlist"/}}
171 171  
172 172  == Delete lists ==
173 173  
174 -To delete a list, left-swipe the List concerned on the directory's Lists tab and select **Delete.** Alternatively, tap **Edit** in the left upper corner of the screen to remove multiple lists.
203 +To delete a list, tap and hold or swipe left on the list you want to delete and select [[image:Public.Applications.iOS.User-Manual.WebHome@icons-delete.svg]] **Delete list**.
175 175  
176 176  Please notice that this action cannot be undone.
177 177  
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180 180  
181 181  = Circles =
182 182  
183 -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.
212 +[[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.
184 184  
185 185  Circles are managed by your Teamwire administrator and cannot be modified by you.
186 186  
... ... @@ -198,10 +198,10 @@
198 198  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.
199 199  
200 200  * **Example 1: Confidential information**
201 -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.
230 +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.
202 202  
203 -* **Example 2: SOS button**
204 -In case of an emergency, you have to inform a predefined group of contacts via SOS button. Therefore, you have assigned the public circle "Emergency contacts" in your settings (see [[SOS group>>doc:Public.Applications.iOS.User-Manual.Settings.WebHome||anchor="05-sosgroup"]]). In case of an emergency, you will now create an alert chat with the "Emergency contacts" circle without inviting all other employees of the organisation.
232 +* **Example 2: Emergency alert**
233 +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.
205 205  ## ##
206 206  
207 207  {{id name="03-bots"/}}
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208 208  
209 209  = Bots =
210 210  
211 -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.
240 +[[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.
212 212  
213 213  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.
214 214  
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217 217  
218 218  = Update your Contacts and Circles =
219 219  
220 -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 **Update Contacts** via the menu in the upper right corner of the screen.
249 +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** in the upper right corner of the screen.
221 221  
222 222  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.
223 223