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Wiki source code of c. Directory and Contacts

Version 1.3 by teamwire001 on 2022/05/24 14:20
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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.
2
3 ## ##
4 [[image:Public.Applications.iOS.User-Manual.WebHome@iPhone_EN__Directory.png||height="583" width="280"]]
5 ## ##
6
7 {{id name="03-search"/}}
8
9 = Search =
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.
12
13 You can also search for names of lists, circles and bots.
14
15
16 {{id name="03-contacts"/}}
17
18 = Contacts =
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.
21
22
23 {{id name="03-contactdata"/}}
24
25 == Contact info ==
26
27 Tap on a contact's name to open their profile and contact information.
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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
31
32 {{id name="03-contactchat"/}}
33
34 === Start chat ===
35
36 Start a 1:1 conversation by tapping the **chat** symbol. You will be forwarded to the chat view automatically.
37
38
39 {{id name="03-contactvoipvideo"/}}
40
41 === Start video call ===
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.
44
45
46 {{id name="03-contactvoipvoice"/}}
47
48 === Start voice call ===
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.
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.
53
54
55 {{id name="03-contactphone"/}}
56
57 === Call phone number ===
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.
60
61
62 {{id name="03-contactemail"/}}
63
64 === Send email ===
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.
67
68
69 {{id name="03-blockauser"/}}
70
71 === Block a user ===
72
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
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.
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.
78
79 (% class="box infomessage" %)
80 (((
81 If you cannot block a contact, the feature may have been disabled by your Teamwire administrator.
82 )))
83
84 {{id name="03-contacts-addressbook"/}}
85
86 == Contacts from your local address book ==
87
88 If Teamwire has been granted access to your address book, you may find users from other organisations.
89
90 They will automatically be shown in your list of contacts.
91
92 **Requirements for synchronising external users from your local address book**
93
94 * The mail address in your address book matches their user ID
95 * Your Teamwire administrator has enabled a policy allowing the communication with external users
96 * The users are hosted on the same Teamwire Server (//backend//)
97 ## ##
98
99 {{id name="03-contacts-organisations"/}}
100
101 == Contacts from other organisations ==
102
103 If your Teamwire admin allows communicating with externals, you may find users from other organisations in your contacts.
104
105 Use the magnifier to open the search bar and look for users. Their associated organisation name will be shown.
106
107 **Requirements for finding users from other organisations**
108
109 * Your Teamwire administrator has enabled a policy allowing the communication with external users
110 * The external's Teamwire administrator allows their users to be found in the directory
111 * The users are hosted on the same Teamwire Server (//backend//)
112 ## ##
113
114 {{id name="03-contacts-federated"/}}
115
116 == Federated contacts ==
117
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
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.
121
122 **Requirements for synchronising external users from another Teamwire Server**
123
124 * Your Teamwire administrator has configured Teamwire Federation with another Teamwire Server (//backend//)
125 * Your Teamwire administrator has enabled your user account to use Teamwire Federation
126 ## ##
127
128 {{id name="03-lists"/}}
129
130 = Lists =
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.
133
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
136 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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138 Your lists are synchronised to all devices you have logged in with your Teamwire account.
139
140
141 {{id name="03-createalist"/}}
142
143 == Create a list ==
144
145 To create a new list, tap **New List**.
146
147 * **Select members**
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.
149
150 * **Define list name**
151 Define a name for your list. It is best to choose a name you can easily associate to the group of people.
152 ## ##
153
154 Confirm the creation of your list by tapping **Create.** You will return to the directory.
155
156
157 {{id name="03-edityourlist"/}}
158
159 == Manage lists ==
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.
162
163 To remove members, tap a user in your list and select **Remove from List.**
164
165 (% class="box warningmessage" %)
166 (((
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 )))
169
170 {{id name="03-deleteyourlist"/}}
171
172 == Delete lists ==
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.
175
176 Please notice that this action cannot be undone.
177
178
179 {{id name="03-groups"/}} {{id name="03-circles"/}}
180
181 = Circles =
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.
184
185 Circles are managed by your Teamwire administrator and cannot be modified by you.
186
187 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.
188
189 Circles usually have names you can easily associate to a group of people, e.g. departments or teams.
190
191
192 {{id name="03-circles-public"/}}
193
194 == Public circles ==
195
196 Public circles are managed by your Teamwire administrator and cannot be modified by you.
197
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
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.
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.
205 ## ##
206
207 {{id name="03-bots"/}}
208
209 = Bots =
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.
212
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
215
216 {{id name="03-updateyourcontactsandgroups"/}}
217
218 = Update your Contacts and Circles =
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.
221
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
224 ## ##