Search filters

Here you can hide or show the search filter on the home page. At least one filter is mandatory.

Allow users to export directory

Language selection as browser default language

By default, this feature is enabled. You can disable it from the toggle switch. If this is enabled, then the language will auto change to the language used in the browser. Employee Directory can work in Czech, Dutch, English, French, German, Hungarian, Italian, Japanese, Polish, Portuguese, Russian, and Spanish as per your browser language.

Language selection

From here you can change the language manually. Here the selected language will reflect for all users, even if the browser language is different. To enable Language selection, make sure that the Language selection as browser default language must be in disable condition.

Update users role and permissions

From here, you can provide admin access to users. Just add users here to provide access. If you want to change the permission from admin to users, delete the user. Only Admin can see the setting icons on the home page.

Roles are used to define access rights to modules and determine what a user can do with access to it. There are two roles in Employee Directory 365: Admin and User.

Responsibility

• Admin has full control.
• Able to do all settings.
• Able to edit employees profile.

• User can able to see employee details.
• Able to edit own profile.

Add: To give the user admin role, go to the Add tab. Enter the user name and finally, click on the Add button.

Delete: To delete, go to the Delete tab. Select the employee name and finally, click on the Delete Role button.

Update users department

From here admin can able to add, update or delete the departments. You can view the added departments on the Search filters of the home page.

Add: To add the department, enter the name and click on Add button. You can also add the department by clicking on the sync department button. If you click, it will fetch departments available in M365 and push the departments names in a list.

Edit: To edit click on the edit icon under action. This displays Edit Department page. Update the departement and click on the Update button.

Delete: To delete click on the edit icon under action. This displays Edit Department page. Click on the Delete button.

Status: If you enable the active toggle switch, a checkmark icon will display under status. If it is enabled, it will display on the Search filters of the home page.

Update job title

From here admin can able to add, update or delete the job title. You can view the added job title on the Search filters of the home page.

Add: To add the job title, enter the name and click on Add button. You can also add the job title by clicking on the sync department button. If you click, it will fetch job title available in M365 and push the job title names in a list.

Edit: To edit click on the edit icon under action. This displays Edit Location page. Update the Location and click on the Update button.

Delete: To delete click on the edit icon under action. This displays Edit Location page. click on the Delete button.

Status: If you enable the active toggle switch, a checkmark icon will display under status. If it is enabled, it will display on the Search filters of the home page.

Update users location

From here admin can able to add, update or delete the Location. You can view the added location on the Search filters of the home page.

Add: To add the location, enter the name and click on Add button. You can also add the location by clicking on the sync location button. If you click, it will fetch location available in M365 and push the location names in a list.

Edit: To edit click on the edit icon under action. This displays Edit job title page. Update the job title and click on the Update button.

Delete: To delete click on the edit icon under action. This displays Edit job title page. click on the Delete button.

Status: If you enable the active toggle switch, a checkmark icon will display under status. If it is enabled, it will display on the Search filters of the home page.

Collaboration

Actions: You can setup icons that displays on profile grids in home page.

Custom link

Open your favourite tools / web apps from employee directory by placing hyperlink here. You should see custom link icon on the action bar on top right side of the page. If you add a hyperlink, it will also display on the user page.

Organization chart type

From the settings panel, open general settings. Choose the chart from the Organization chart type dropdown. There are two categories of charts: Full Org Chart and the Org Chart - Three levels.

Full Org chart is available for employees 2000 or less, Microsoft 365 has data limit on fetching records in one query. Incase you wish to view org chart for more than 2000 employee, please select dynamic org chart option 'Org Chart - Three Level'.

Full Org Chart: Select the Full Org Chart option from Organization chart type and select the head of org chart, then click on the Save button.

From the Home Page, click on the chart icon.

Now click on the Sync Icon to sync all the properties of M365.

The Full Org Chart will be displayed on the home page when you click on the sync icon. Click on the Expand all to expand the chart.

The expanded chart will be look like as shown below. Click on the Collapse all if you want to collapse the chart.

When you click the setting icon from here, a panel labelled Customize Chart will display, allowing you to alter the chart's attributes.

When you made all the changes then click on the Save icon.

Org Chart - Three levels: The three levels organization chart looks as shown below.