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Switch Between Views in the Company Directory

Objective

To switch between the different views in the Company Directory.

Background 

You can view the data in your Company Directory in a variety of different views, which include: Users, Companies, Distribution Groups, Inactive Users, and Inactive Companies

Things to Consider 

  • Required User Permissions:
    • To view Users, Companies, and Distribution Groups, 'Read Only' level permissions or higher on the company's Directory tool.
    • To view Inactive Users and Inactive Companies, 'Admin' level permissions on the company's Directory tool.
  • Additional Information:
    • Users with 'Admin' level permissions on the Company Directory tool can also view the 'Permission Template (Default)' column in the Users view of the Company Directory.

Steps  

  1. Navigate to the Company level Directory tool.
  2. Click one of the tabs described below to change your view of the Directory:
    • Users
      Click Users to view all of the users in the Company level Directory. See Add a User Account to the Company Directory.
      Notes:
      • To sort the list in ascending or descending order, click the arrow next to the label on the Name column.
      • To group the users by their associated companies, select Company from the Group By drop-down menu. This is the default setting in the Directory tool. 
      • To view more information about a user, move the scroll bar left and right. 
      • To manage the columns in the view, click the vertical ellipsis (⋮) button.
      view-directory-users.png
    • Companies
      Click Companies to view all of the company records in the Company Directory. See Add a Company to the Company Directory. To sort the list in ascending or descending order, click the arrow next to the label on the Name column.
      view-directory-companies.png
    • Distribution Groups
      Click Distribution Groups to view a list of the Company level distribution groups. See Add a Distribution Group to the Company Directory. To sort the list in ascending/descending order, click the arrow next to the label on the Name column. 
      view-directory-distribution-groups.png
    • Inactive Users
      Click Inactive Users to reveal any users who are no longer active in the system. See Inactivate a Batch of User Accounts in the Company Directory.
      view-directory-inactive-users.png
    • Inactive Companies
      Click Inactive Companies to reveal any companies that are no longer active in the system. See Deactivate a Company in the Company Directory
      view-directory-inactive-companies.png
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