The Colleagues section is like a digital address book for everyone on your platform, organized by last names. You can select a profile card to easily access users' profiles. If you're looking for someone specific, you can use the search function or apply filters.
Depending on how your platform is set up, you may also have the option to follow or message colleagues directly or to start a 1-1 chat on MS Teams.
You can access the Colleagues-list from the icon in the navigation bar. You need "Access Colleague List" permission to access and use the Colleagues-list.
View the list
The information on a user's profile card is taken from their profile. By default, the following fields are shown on a profile card if they have been filled out in the user's profile:
- First and last name (Fixed position)
- Title (Fixed position)
- Department (Fixed position)
- Email address (Fixed position)
- Phone number (Fixed position)
You can add more profile fields to a user's profile card using the API. Simply set "overview": true for the corresponding profile field. Adding a profile field to the profile card will also make it searchable. The order of new profile fields on the profile card is determined by the profile group and field order, sortOrder and Order.
Search the list
When using the Colleagues list, you can search for a colleague by typing the first few characters of a profile card field. For example, if you're trying to find someone in the "Marketing" department, you should start your search with "mark" to get results.
You cannot search by letters in the middle or end of a field. This means that if you try to search for "ting" in "Marketing," you won't get any results.
You can also use the global search for more advanced searching. In the global search, you can search for colleagues by any information on their profile, not just what is visible and at the beginning of a field on the profile card in the Colleagues list. Just enter your search term and filter by type > Colleagues.
Filter the list
You can narrow down the Colleagues list by using filters to find specific colleagues based on information you know about them. There are four filters available by default:
- Availability: Shows users who have an active WebSocket connection and have set their status to Available/Online. Learn more in Updating your status.
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Status: You can choose to view:
- Following: Users that you follow.
- Not following: Users that you don't follow.
- Followers: Users that follow you.
- Department: Shows options populated from the Department field in users' profiles. Colleagues who have no input for this field are listed under N/A.
- Current location: Shows options populated from the Current location field in users' profiles. Colleagues who have no input for this field are listed under N/A
You can add more filters using the API. Simply set "searchAggregation": true for the corresponding profile field. To change the order of filters, add "searchAggregationOrder": number where 1 is shown first, 2 second, and so on.