The Directory feature in your Edlio Mobile App provides a comprehensive system for sharing contact information and enabling communication within your community. This article offers a detailed guide on how to configure and manage the Directory feature effectively.
What is the Directory Feature?
The Directory serves as a centralized contact database within your Edlio Mobile App. It allows users to find contact information for staff, departments, and other important entities within your organization. The directory can be customized to display various types of information and can be configured with different access levels for different user groups.
Key capabilities of the Directory feature include:
Displaying contact information for individuals and departments
Enabling direct communication through email, phone, or in-app messaging
Organizing contacts by categories or departments
Controlling which users can view specific contacts
Customizing the information displayed for each contact
Importing contact data from external systems
Accessing the Directory Management
To access and manage the Directory feature:
Log in to your EdlioApp admin panel at edlioapp.com
2., Navigate to Features from the main menu
3. Select Directory from the features list
Setting Up the Directory
Basic Configuration
To configure the general settings for your Directory:
From the Directory management page, you can adjust various settings:
Display Options: Configure how contacts are displayed in the app
Access Permissions: Control who can view the directory
Communication Settings: Configure communication options
Click Save after making any changes to apply them
Creating Contact Folders
Organizing contacts into folders helps users find the information they need more efficiently:
From the Directory management page, locate the Folders section
2. Click New Folder to create a new category
3. Enter a name for the folder
4. Configure any folder-specific settings:
Display Order: Determine where the folder appears in the list
Access Permissions: Set which user roles can view this folder
Visibility: Choose whether the folder is visible by default
5. Click Save to create the folder
Common folder examples include Administration, Faculty, Support Staff, Departments, and Resources.
Adding Individual Contacts
To add staff members or other individuals to the directory:
From the Directory management page, click the New Contact button
Fill in the contact information:
Name: First and last name
Title/Position: The person's role in the organization
Email: Contact email address
Phone: Office phone number
Mobile: Mobile phone number (optional)
Location/Room: Physical location information
Biography: Brief professional description (optional)
Photo: Profile image (recommended)
Categories: Assign to one or more categories
Custom Fields: Any additional information fields
Configure access permissions:
All Users: Make the contact visible to everyone
Specific Roles: Limit visibility to certain user roles
Custom Lists: Restrict visibility to defined user groups
Click Save to add the contact to the directory
Bulk Import of Contacts
For efficiently adding multiple contacts at once:
From the Directory management page, click the Import button
Download the template spreadsheet provided
Fill in the template with your contact information
Ensure all required fields are completed
Use consistent formatting for phone numbers and emails
Assign categories using exact category names
Set access permissions as needed
Upload the completed spreadsheet
Review the import preview to check for any errors
Click Confirm Import to add the contacts
Managing the Directory
Editing Existing Contacts
To update information for existing contacts:
Locate the contact in the directory list
Click the edit (pencil) icon next to the contact
Make the necessary changes to the contact information
Click Save to update the contact
Deleting Contacts
To remove contacts from the directory:
Find the contact in the directory list
Click the delete (trash) icon next to the contact
Confirm the deletion when prompted
Managing Visibility and Access
You can control who can see which contacts in your directory:
Global access settings can be configured in the main Directory settings
Folder-level access can be set when creating or editing folders
Individual contact access can be configured for each contact
Access can be restricted based on:
User roles (Students, Parents, Staff, etc.)
Custom user groups or lists
Organizing Contacts
To keep your directory well-organized:
Use consistent naming conventions for all contacts
Assign contacts to appropriate folders using identities
Use the display order settings to arrange contacts logically
Regularly review and update contact information
Directory in the Mobile App
When users access the Directory in the mobile app, they will typically see:
A list of contact folders they have permission to view
A search function to find specific contacts
Contact listings with basic information
Detailed contact information when a specific contact is selected
Communication options such as:
Click-to-call for phone numbers
Click-to-email for email addresses
In-app messaging if enabled
The specific appearance and behavior will depend on your chosen configuration settings.
Best Practices for Directory Management
Keep information current: Schedule regular reviews of directory information
Standardize data format: Use consistent formats for phone numbers, emails, and other data
Optimize photos: Use appropriately sized professional photos for contacts
Consider privacy: Only include information that is appropriate for the intended audience
Create logical categories: Organize contacts in a way that makes sense for your users
Set clear expectations: Inform staff about what information will be included in the directory
Gather feedback: Periodically ask users about their experience with the directory
Train administrators: Ensure that anyone who maintains the directory understands best practices
Troubleshooting Common Issues
Issue: Contacts are not appearing for certain users
Solution: Check access permissions is set to all users under Secured Access
Issue: Contact information is displaying incorrectly
Solution: Edit the contact and verify that all fields are formatted correctly. Check for any special characters or formatting that might cause display issues.
Issue: Search functionality isn't finding expected contacts
Solution: Verify that search settings are configured properly and that the contact information includes the terms users might search for.
Issue: Photos aren't displaying properly
Solution: Ensure that photos are of an appropriate size and format. The recommended size is 400x400 pixels in JPG or PNG format.