Kavi® Members Help

Chapter 42. Configure User Directory

Overview

User directories can be configured to use only the fields that are most important to your users. Each of the three main user directory pages can be tailored for this installation.

Use the Configure User Directory page to:

  • Configure fields.

  • Configure User List.

  • Configure Full Details.

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How to Configure a User Directory

Configure Fields

Select which fields will be available when clicking 'More search options for users' link on the landing page, which fields are in data downloaded from the directory, and which fields are shown on the full details page for an individual user.

Not all fields can be included in searches and downloads. Fields not allowed for searches include computed fields and date fields. Fields not allowed in downloads include computed address fields (both Address and Company Address) and Company Type.

These following computed fields combine several separate fields into a single field display for use in lists and on the full details page.

Computed Fields

  • Address: combines Street, City, State Province, Country, and Postal Code into a single field.

  • Full Name: combines Salutation, First Name, Middle Name, and Last Name.

  • Company Address: combines Company Street, Company City, Company State Province, Company Country, and Company Postal Code into a single field.

Configure User List

Type in a column heading then select up to three fields to appear in that column for each user. This form represents a single row in the user list, with each configured field appearing for every user in the list. Users will be able to easily print this page, so choose fields that will be the most beneficial when printed out for later reference. Columns without any selected fields will be ommitted from the search results, even if there is a column heading.

Configure Full Details

Order the displayed fields and insert separators (i.e., headings) to label and group sets of fields. Clicking 'Reorder Fields' will allow you to preview and refine the order. Click 'Reorder Fields and Save' when you are satisfied and want to save the new field order.

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