Company Directory

Path: Website - People - Company Directory

What is Company Directory?

Company Directory is a list of all users within Callproof. Security settings and user information can be viewed and edited from here.

Updating A User and Security

Click on the user name or the notepad to the right of the contact record to update the user.

The editing screen allows users or managers to change a users email, password, security settings, and address.

The top part allows the user to change their icon within Callproof. Choose an icon from the users machine and upload.

Security Settings in Callproof are listed below.

• Is A Manager - Managers can see all contacts, update and add users, and see additional menu options.

• Can delete contacts - Users by default cannot delete contacts. This keep company property and information in the system in the event someone tries to delete contacts. If this checkbox is marked, the user will be able to delete contacts from Callproof. Deleting a contact cannot be undone.

• Contact Radius - This determines how many unassigned contacts a user can see. If set to a radius, only unassigned contacts within that radius from their phone will be visible. Select Assigned Contacts to allows users to only see contacts assigned to them.

• All Unassigned - Select this to allow users access to all unassigned contacts.

• Track GPS - This option will record gps location of the user when certain actions are performed. (Example: checking into an appointment, creating an event form) This option does not track employees in real time or record all their activity during the day.

• Hide Events - Hide the company events from the users. This is the event feed showing users logging in and making contacts during the day. All they will see is their own activity.

Markets are used for grouping report data. This may or may not be used by companies.

If anything within the Employee Profile is updated, click Update to save the information.

The bottom provides access to changing a users email and password.

To change their email, update the email and click Update on the bottom of the Employee section.

To change a password, type the new password in the Password and Confirm field. Click Update to save.

If Gryphon is being used when calling, enter the Gryphon details in the bottom section and Update.

Company Directory

Navigation: People → Company Directory

Purpose

Manage company users (reps) in CallProof. The Company Directory allows managers to search users, add or invite new reps, import and export users, update user profiles and permissions, manage phone settings, view device information, and enable or disable user accounts.

Note: Manager access is required. Non-managers receive a Permission Denied message when attempting to access the Company Directory.

Open Company Directory

1. Log in to your CallProof account as a manager.
2. From the main navigation bar, hover over People.
3. Select Company Directory.
4. The Company Directory page opens.
5. Review the user list, which displays:
   1. Profile photo
   2. Name and title
   3. Account status (Enabled or Disabled)
   4. Manager and permission badges
   5. Last activity date
   6. Markets and address
   7. Phone numbers and app versions
   8. Account statistics
   9. GPS location icon
   10. Available action icons
6. Use the right sidebar to access:
   1. Company Directory
   2. Add Rep
   3. Import Reps
   4. Export Reps (if enabled)
   5. Export Reps History Details (Manager + Can Export)
   6. Invite Reps
   7. Rep Stats HTML

Search Reps

Purpose: Find users by name and filter the Company Directory.

1. Open People → Company Directory.
2. In the Search Reps section:
   1. Enter a name in Search (optional).
   2. Select a Sort option.
   3. Choose Display:
      1. Active
      2. Disabled
      3. Both
   4. If applicable, select Store Caller ID.
3. Click Search.
4. Review the filtered results.

Add Rep

Purpose: Create a new CallProof user.

1. Open Company Directory.
2. Click Add Rep.
3. Complete the required information:
   1. First Name
   2. Last Name
   3. Email
   4. Password
   5. Confirm Password
4. Optionally enter:
   1. Title
   2. Send Email Notification
5. Click Create New User.
6. The Update Rep page opens.
7. Configure permissions and profile settings.
8. Click Update.
9. Return to the Company Directory to verify the new user.

Invite Reps

Purpose: Send invitations to new users.

1. Open Company Directory.
2. Click Invite Reps.
3. Enter up to five email addresses.
4. Click Submit.
5. Edit each invited user's profile as needed.

Import Reps

Purpose: Create multiple users from a CSV file.

1. Open Company Directory.
2. Click Import Reps.
3. Download the sample CSV file.
4. Complete the spreadsheet.
5. Click Choose File.
6. Select the CSV.
7. Click Submit.
8. Verify the imported users.

Export Reps

Purpose: Download the current Company Directory list.

1. Apply any search filters.
2. Click Export Reps.
3. Open the downloaded CSV file.

Note: Requires Can Export permission.

Export Reps History Details

1. Click Export Reps History Details.
2. Open the generated CSV report.

Note: Requires Manager and Can Export permissions.

Edit Rep

Purpose: Update user information, permissions, and profile settings.

1. Open Company Directory.
2. Click the user's name, photo, or Edit icon.
3. Update the desired information:
   1. Profile image
   2. Name
   3. Email
   4. Password
   5. Permissions
   6. Markets
   7. Phone settings
   8. GPS settings
   9. Calendar and opportunity permissions
4. Click Update.

Disable User Account

1. Locate the user.
2. Click Account Enabled.
3. Confirm the action.
4. The account status changes to Account Disabled.

Enable User Account

1. Filter the directory to Disabled users.
2. Locate the user.
3. Click Account Disabled.
4. The account becomes active again.

Add Phone

1. Locate the user.
2. Click Add Phone.
3. Enter the phone information.
4. Click Save.
5. Optionally set the Default Phone in the user's profile.

Phone Sync Settings

1. Click the Sync icon.
2. Configure:
   1. GPS Sync Frequency
   2. GPS Sync
   3. Call History Sync Frequency
3. Click Update.

View User Location History

1. Click the Map icon.
2. Review the user's GPS location history.

Add Task

1. Click the Add Task (+) icon.
2. Complete the task information.
3. Click Save.

View Device Information

1. Click an app version link under Phones.
2. Review:
   1. Mobile device
   2. Operating system
   3. App version
   4. Last activity
   5. Device name

Company Rep Stats HTML

1. Click Rep Stats HTML from the sidebar.
2. Update the HTML.
3. Click Update.

Notes

• Only managers can access the Company Directory.
• Can Export permission enables Export Reps.
• Manager + Can Export enables Export Reps History Details.
• The Can View Company Directory permission alone does not allow access to the Company Directory page.
• Dealer, Twilio, People Tab, and Telemarketing options appear only when enabled for your company.
• Pagination is available when more than 25 users are displayed.