How to Add a Directory

About

This article demonstrates step-by-step instructions for How-To Add a Directory.

Step-by-Step Instructions

The below table will detail the steps required to accomplish your goals:

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Login to the Management Portal by clicking a sign-on provider or entering your Email Address and Password as shown in Exhibit 1. If you don't have an account, you can sign signup instantly by clicking here.

Exhibit 1

Create a Group

Now, you will need to create a group that will be used in setting up your directory in the next step. Navigate to Organization > Groups as shown in Exhibit 2a and click the create icon at the top of the page as shown in Exhibit 2b. Lastly, create your group by entering the required information and clicking save as shown in Exhibit 2c. To add members to you group click the icon under Actions as shown in Exhibit 2d. Next click on Members and select the members you want to add as shown in Exhibit 2e.

Add New Members

Navigate to Directories

Now, navigate to Phone >Directories as shown in Exhibit 2a. Next click the create icon on the top right-hand side of the page as shown in Exhibit 2b.

Exhibit 2a

Exhibit 2b

Create New Directories

Add a Phone Directory

Now, complete the required fields for the Directory’s Info tab, and click the save icon on the top right-hand side of the page as shown in Exhibit 4. For your convenience, a description of each field is given below.

Name

Enter the name of the directory here.

License

Choose a license from the drop down menu.

Scope

Choose between Organization or Group.

Announcement

Choose an Announcement from the list previously created.

Exhibit 4

Add a phone directory — Add a number to phone directory

Conclusion

Congratulations! You have now completed the "How-To Add a Directory" article and we hope that you have accomplished the goals you set out to achieve. However, if for any reason you may still require assistance with setup, simply login to the Management Portal and submit a support request.