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Add documentation for contacts organization chart #12259
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@@ -127,6 +127,36 @@ The Contacts settings is also where you can share, export and delete addressbook | |||||
See :doc:`index` for more details about syncing your address books | ||||||
with iOS, macOS, Thunderbird and other CardDAV clients. | ||||||
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Organization Chart for Contacts | ||||||
------------------------------- | ||||||
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Nextcloud allows administrators to define a manager, job title, and role for users in the system address book. This functionality is essential for maintaining a hierarchical view of your organization’s structure. | ||||||
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Prerequisites | ||||||
~~~~~~~~~~~~~ | ||||||
- The user must be part of the system address book. | ||||||
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Assigning a Manager | ||||||
~~~~~~~~~~~~~~~~~~~ | ||||||
To assign a manager to a user: | ||||||
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1. Go to **Contacts** in the Nextcloud interface. | ||||||
2. Select the user for whom you want to assign a manager. | ||||||
3. Under the **Manager** field, search and select the manager from the system address book. | ||||||
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4. Save your changes. | ||||||
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Setting Job Title and Role | ||||||
~~~~~~~~~~~~~~~~~~~~~~~~~~ | ||||||
To set a user’s job title and role: | ||||||
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1. Open the user’s profile in **Contacts**. | ||||||
2. In the **Job Title** field, enter the appropriate job title. | ||||||
3. In the **Role** field, specify the user’s role within the organization. | ||||||
4. Save your changes. | ||||||
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System Address Book Requirement | ||||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | ||||||
The organization chart feature only works with users listed in the system address book. Ensure that all relevant users are added to the address book for this functionality to be effective. | ||||||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Not necessarily, SAB contacts can't be edited and you'll have to set the manager in the accounts settings as an Admin, |
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Circles | ||||||
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all users are part of the system addressBook afaik