Before inviting staff users, we recommend you setup one or more contact groups.
Tip: In most organisations, it is sufficient to create a single “All Staff” group in which each member of staff is added.
By default, although all staff users are able to search and locate each other on the platform, they do not automatically see each other on their contact list.
This is because staff may not want to see everyone on their contact list for usability purposes, especially in larger organisation across multiple locations. However, if you have location or organisational unit based teams you may want to setup separate staff contact groups for each.
As a system or user administrator, navigate to the Contact Groups option on the Organisation Settings side menu.
Select Create and populate and save the details for your group. You only need to add a group name (e.g. All Staff), as the identifier and description values are optional.
Groups can also be created in bulk by uploading a CSV file.