Company Directory (New Web)

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Company Directory

Screen purpose: Manage your company’s reps and managers in one place — search them, add or invite new users, enable/disable accounts, and open a profile to set permissions, markets, phones, and more.

Company Directory

• Browse all company users
• Search, sort, and filter by Active / Disabled
• Add a rep (or copy / replace an existing user)
• Edit a user’s settings and access
• Import, export, and invite reps
• Enable or disable accounts
• Jump to tasks, map history, GPS sync, and phones

Screen title: Company Directory Browser title: Company Directory Address: /users/ Edit screen: Company Directory » [Name] — /users/edit/<id>/

How this differs from similar screens

Screen	Address	What it is
Company Directory (this page)	/users/	Create and manage user accounts, roles, phones, markets, and access.
Rep Subscriptions	/mail/users/	Which CallProof emails/reports each user receives — not user creation.
Caller ID	/caller/callerid/new/	Verify outbound calling numbers for reps.

How to open Company Directory

Option A — Main menu

1. Sign in to CallProof.
2. Open Company Directory / Users from the menu.

Option B — Quick Links (from Titles / related screens)

1. Open a screen that includes Quick Links → Company Directory.

Option C — Direct address

1. Go to your CallProof site and add /users/.
2. Press Enter.

Permissions

• You must be signed in.
• Access may require Can View Company Directory (or manager access), depending on your company menu setup.
• Adding, editing, inviting, importing, and disabling users is typically a manager / admin task.
• If you do not have access, CallProof may show permission denied and return you to home.

What you see on the list

Header

• Company Directory title
• Add Rep
• Quick Links — Import Reps · Export Reps · Export Reps History Details · Invite Reps · Update User Settings · Rep Stats HTML

Filters

Field	Notes
Search Reps	Find users by name / search text
Store Caller ID	Dealer companies only — filter by store phone
Sort	Name · Reverse Name
User Status	Active · Disabled · Both
Filter / Clear	Apply or reset the list filters

Table columns

Column	What it shows
Name	Photo, name, title, Enabled/disabled status, Manager / Can Delete flags, last activity date
Address	Address; lat/lon when present; dealer fields (Store, Caller ID, Message Caller ID) when applicable
Markets	Markets assigned to the user
Phone Number	Mobile app versions (when available), listed phones, Add Phone
Accounts	Contact visibility (radius / unassigned), assigned & unassigned counts
GPS	GPS tracking On / Off icon
Actions	Edit · Add Task · Map history · Sync GPS settings

Why Company Directory matters

Action	Purpose	When to use it
Add / Invite Rep	Give a new teammate access to CallProof.	Onboarding.
Edit profile / settings	Control role, markets, contact access, Twilio, and more.	Permissions or territory changes.
Enable / Disable	Turn access on or off without deleting history.	Leave of absence or departure.
Import / Export	Bulk load or download rep data.	Rollouts and audits.
Map / Sync / Phones	Support field ops from the directory row.	GPS issues, missing phones, follow-ups.

Filter the directory

Search and filter reps

Steps

1. Enter text in Search Reps (optional).
2. Choose Sort and User Status (Active / Disabled / Both).
3. Dealer companies: optionally choose Store Caller ID.
4. Click Filter.
5. Click Clear to reset.

Add a Rep

Add Rep panel

Copy Existing User

Replace Existing User

Steps — create a new user

1. Click Add Rep.
2. Fill in the side panel:

• • First Name / Last Name
  • Email
  • Title
  • Password / Confirm Password

1. Click Create User.
2. Success message confirms the user was added; you are usually taken to their edit page.

Copy Existing User

1. Fill the new user’s basic fields.
2. Click Copy Existing User.
3. Choose the user whose settings should be copied.
4. Confirm — useful when a new hire should match an existing role setup.

Replace Existing User

1. Use Replace Existing User when one person is taking over another’s seat/settings.
2. Follow the confirmation prompts (may include disabling the previous account).

Good to know

• Password fields have show/hide eye icons.
• Title defaults may include Other when nothing else is selected.

Edit a user (Company Directory Edit)

Edit user settings click (pencil) icon

Edit user settings

Breadcrumb: Company Directory » [User name] Address: /users/edit/<id>/

Steps

1. Click the user’s name, photo, or Edit (pencil).
2. Review sections such as:

• • Role (for example Is A Manager)
  • User Access (unassigned leads, delete contacts, view company directory, and related toggles)
  • User Details (profile information)
  • Places Category
  • Twilio Setting / Phone Number Management (when enabled)
  • Market List
  • Rep profile details

1. Click Save (Save All Settings) when finished.
2. Success message: profile / settings updated.

Good to know

• Many toggles are company-specific — only options your company uses will matter.
• Use Quick Links from the edit page for Import / Export / Invite / Update User Settings as needed.

Enable or disable an account

Click the Account Enabled

Click the Account Disabled

Disable

1. On the list, click Account Enabled (green) for that user.
2. Confirm in the disable popup.
3. Success: Rep account disabled successfully.
4. Status changes to Account Disabled.

Enable

1. Click Account Disabled.
2. Success: Rep account enabled successfully.

Good to know

• Disabling blocks login/access without removing historical activity.
• Filter by Disabled or Both to find inactive users.

Row actions

Action	What it does
Edit	Open Company Directory Edit for that user
Add Task	Start a task for that user (/followups/add_task/…)
Map	Open that user’s location history
Sync	Open / update GPS sync settings for the user
Add Phone	Add a phone number to the rep
Phone links	Open the user’s phone list (/user_phones/…)

Quick Links

Company Directory Quick Links

Link	Purpose
Import Reps	Upload a file of reps (sample CSV available from the import flow)
Export Reps	Download company reps (/users/export/)
Export Reps History Details	Export historical rep details (/users/export/history/)
Invite Reps	Enter up to five emails and send invites
Update User Settings	Bulk / master user settings screen
Rep Stats HTML	Save / update company rep stats HTML content

Invite Reps — steps

Company Directory Invite Reps

1. Quick Links → Invite Reps.
2. Enter one or more emails (up to five fields).
3. Click Submit.
4. Success when invites are sent (for example new user added and invite sent).

Typical workflow

1. Open /users/.
2. Filter to Active users.
3. Add Rep or Invite Reps for a new teammate.
4. Open Edit and set Role, Markets, User Access, and phones.
5. Save.
6. Confirm the row shows Account Enabled, correct markets, and GPS as intended.
7. When someone leaves, Disable the account instead of deleting history.

Tips and important notes

• Company Directory manages people who log into CallProof; Accounts/Contacts manage customers.
• Use Both under User Status when searching for someone who may be disabled.
• Manager and Can Delete flags appear under the name for quick scanning.
• Dealer companies see extra Store / Caller ID fields on the list and filter.
• After creating a user, finish setup on the edit page (markets and access matter as much as the password).
• Export/import are for bulk admin work; day-to-day changes use Add Rep and Edit.

Need help?

• Cannot open Company Directory: ask a manager for Can View Company Directory / menu access
• User cannot log in: confirm Account Enabled and that invite/password setup completed
• Wrong markets or contacts: edit the user and fix Market List / contact radius access
• Import failed: download the sample file and match columns before re-uploading
• Other issues: email support@callproof.com