The Directory solution enables you to create an app that gives your users the ability to quickly find key people in their organization and learn about colleagues. It also provides access to other key information such as:

  1. An org chart that is easy to browse and instantly updated whenever  records are updated
  2. Offices information including travel information
  3. Facilities and meeting rooms available at each office   
  4. Events including office, company, training, and social events
  5. Connect to the person via email, phone, and 3rd party tools like Teams or Jabber 
  6. Creating custom contact lists for projects, events, social activities
  7. Create a user status, such as sick leave, holiday, maternity leave, etc
The purpose of this article is to provide you with a view of the screens that form the application and give you an understanding of the configuration opportunities and different user roles that exist within the app.

 

Screens for all users

  1. Onboarding
  2. Terms
  3. Login or SSO Login
  4. Mobile Installation Instructions
  5. Registration
  6. Home
  7. Directory
  8. Org Chart
  9. Groups
  10. Group Org Chart
  11. My Status
  12. Manage My Status
  13. My List
  14. Create List
  15. Edit Profile
  16. Offices
  17. Meeting Rooms
  18. Events
  19. Manage Event
  20. Notifications
  21. Interactive Floor Plan

Screens for Admins

  1. Admin menu
  2. Admin – Create Profile
  3. Admin – Edit User
  4. Admin – Import users
  5. Admin – Manage security rules
  6. Admin – Edit Security Rule
  7. Admin – Process Security Rule
  8. Admin- Edit Office
  9. Admin – Edit Meeting Room
  10. Admin – Manage Facilities
  11. Admin – Edit Group
  12. Admin -Edit Facility
  13. Admin – Configure Security
  14. Admin – Communication
  15. Admin – Edit Communication
  16. [app-secuirty task]

Screens for all users

  1. Onboarding

    This screen introduces the user to the app and the various functions that it provides.
    This screen can be configured to display on the first use of the app only, and a skip link.
    You can configure the number of slides to display and the text and imagery can be changed to create your desired look.
    This screen uses the onboarding component, learn more here.

  2. Terms

    This screen will display the “terms of use” text and will be shown on the first use of the app only.
    The text displayed should be amended to reflect the terms required for your app.
    This screen uses the text component, learn more here.

  3. Login or SSO Login

    These screens provide security for the app allowing access to only registered users.
    These screens can be configured to reflect your security preferences. Login can be via SSO, email and password, or email only.
    By logging in this will also define the user role and ensure the correct permissions are shown per user.
    Click to learn more about the login and SSO components.

  4. Mobile Installation Instructions

    This screen will be shown to all iOS and Android users that visit the login screen via the web app.
    It includes links to install the mobile app which should be configured once your app is published.
    This screen uses the text component with a link action configured, click to learn more.

  5. Registration

    This screen provides the ability for users to register for access to the app, simply delete the screen if you do not want to enable self-registration.
    This screen can be configured to include any signup requirements needed by adding or removing form fields.
    This screen uses the form component, learn more here.

  6. Home

    The home screen is where users will be taken once logging in. Here users can see menu options, such as the directory, offices, events and more.
    The menu options can be configured to include links to any required pages.
    New joiners will be displayed below the menu options.
    This screen uses the list and list from data source components, click to learn more.

  7. Directory

    The directory screen includes a list of all staff registered to the app and their latest working status.
    It includes sample data that should be replaced with your own. To replace the data: 

    1. Upload data into the Staff data source (see the ‘Instructions – Excel import’ screen)
    2. Ask users to complete their info when they sign up to the app via the registration screen

    Key features of the directory list include:

    1. List and detailed views which is customizable to display any of your own data
    2. A search and filter option to quickly find the people you’re looking for
    3. A sort and bookmark function
    4. A dynamic design with tailored views for mobile, tablet, and desktops 

    This screen uses the list from data source component, learn more here.

  8. Org Chart

    The org chart screen enables users to see and navigate through the organizational chart of the company.
    Users can see who they are, what their role is, and who they report to.
    Users can click on the highlighted profile to access the full user profile and their information.
    This screen is custom built and can only be configured with code. The org chart is populated by the people data.
    Note, if a user has multiple managers they will not be shown on the org chart.
    If you wish to purposefully exclude a particular user from the org chart this can be done directly on the data source, there is a column titled Exclude from org chart, type in     Yes and this user will not be shown.

  9. Groups

    The groups screen will display a list of  groups such as departments or committees, enabling users to view group information and its members.
    The groups screen supports users finding the right person to contact. By default, department or committees options can be selected from the app menu, however these can be configured to any group types.
    This screen uses the list from data source component, learn more here.

  10. Group org chart

    The group org chart works in the same way as the main org chart displaying groups instead of directory users,
    Choose a group from the groups screen and select the org chart icon to view the group org chart.
    Users can click on the highlighted group to access the full group information.
    This screen is custom built and can only be configured with code. The group org chart is populated by the “directory – groups” data source.
  11. My Status

    This screen enables users to update their working status, which is then reflected in the directory to inform users of staff status.
     A user can see a list of current and previous statuses here. 
    Users should click on the plus button to add or update their status.
    This screen uses the list from data source component, learn more here.

  12. Manage My Status

    Users will be taken to the manage my status screen when clicking the plus button.
    The form enables users to set a new status or edit an existing status on this screen.
    The status will be publicly visible on the user’s profile in the directory. 
    Status’ can be configured in the form settings to include any necessary options, the default status options are: Vacation, Sick leave, Maternity leave, Paternity leave.
    This screen uses the form component, learn more here.

  13. My List

    The my list screen displays any lists that have been created. A list can be a group of staff, for example, Project managers or Chess clubs.
    Users can be added to the list via the directory screen. Click on the user you would like to add and click the + my list button.
    Once added to a list, an option to remove the user will be shown.
    Lists can be either private (for the specific user only) or public (for any user to view and contribute to).
    This screen uses the list from data source component, learn more here.

  14. Create List

    The create list screen will be displayed when a user clicks + on the my list screen. It enables you to create a name and choose whether the list should be public.
    A public list allows any colleague to view and manage the list.
    Simply click Save and add to enable the new list and start adding users.
    This screen uses the form component, learn more here.

  15. Edit Profile

    This screen enables the user to edit their profile. It can be accessed from the app menu by selecting profile.
    Users will be shown a confirmation screen once saved.
    This screen uses the form component, learn more here.

  16. Offices

    This screen displays a list of offices and their amenities.
    This screen can be configured to include all relevant office information and data can be added by an Admin in the “Admin – Edit Office” screen.
    Users can search and filter offices to make the list easier to navigate.
    This screen uses the list from data source component, learn more here.

  17. Meeting Rooms

    This screen displays a list of all meeting rooms and relevant information for each room.
    Users can access this list by selecting an office and choosing meeting rooms. This will automatically pre-filter by the office and display the associated meeting rooms.
    This screen uses the list from data source component, learn more here.

  18. Events

    This screen displays a list of events in date order.
    Users can search, filter, and bookmark events.
    New events can be created by all app users and users can edit their own events, by clicking the event and selecting edit.
    To automatically remove past events use the LFD filter settings, learn more here.
    This screen uses the list from data source component, learn more here.

  19. Manage Event

    Users will be taken to the manage event screen when clicking the plus button on the events screen.
    The form enables users to create a new event or edit an existing event.
    This screen uses the form component, learn more here.

  20. Notifications

    This screen displays all the notifications that have been sent to the user.
    Notifications are sent by the app automatically if a user is added to a group, admins via the manage communications screen, or an admin sends an in-app notification via Fliplet Studio.
    This screen uses the notifications component, learn more here.

  21. Interactive Floor Plan

    The interactive floor plan screens can be used to display a floorplan of the office space with interactive markers to highlight a space.
    This screen can be configured to include your own floor plan with the markers you require.
    This screen uses the interactive graphics component, see more here.


Screens for Admin users

  1. Admin menu

    This screen can be accessed by admin users only, via the admin button on the menu, this will only be displayed if you are logged in as an admin user.
    The admin menu links to all admin screens.
    This screen uses the list component, learn more here.

  2. Admin – Create Profile

    This screen can be accessed via the manage users option in the admin menu.
    Admins will be directed to the directory screen where you can select the plus button to add a new member to the directory.
    Alternatively to edit an existing profile select the user and choose “edit”
    This screen uses the form component, learn more here.

  3. Admin – Edit User

    This screen enables the admin to make changes to some of the user profile information.
    Admins should select the user from the directory and choose edit.
    Admins can set the user role to “user” or “admin” as well as add the preferred name, pronunciation, and pronouns for a user.

  4. Admin – Import users

    This screen can be used to bulk import users to the app.
    Upload data into the Staff data source (see the ‘Instructions – Excel import’ screen for more support.
    This screen uses the form component, learn more here.

  5. Admin – Manage security rules

    Admins can use this screen to set up rules around any sensitive data in the People data source. View existing rules or add new rules using the + button.
    Important to note, users can only add or delete security rules, the edit function is not currently available.
    This screen uses the form component, learn more here.
    Note –  this feature is only available on some plans. Visit the pricing page or contact us at support@fliplet.com for more information.  

  6. Admin – Edit Security Rule

    Admin users can use this screen to configure data security rules in your app.
    Note: if you have questions please use the live chat feature in Fliplet Studio and contact our support team.

  7. Admin – Process Security Rule

    This screen enables the admin user to test whether the data security rules are applied.
    Enabling the admin to ensure users are seeing the correct data. 
    Note: Currently this feature can only be used within Fliplet Studio, whilst in preview mode.

  8. Admin- Edit Office

    This screen will enable the admin user to edit the information for the ‘Offices’ screen.
    Offices can be created and edited by viewing the office screen when logged in as an Admin or Office Manager. Select the + button to add a new office or select an existing office to edit the information.

  9. Admin – Edit Meeting Room

    This screen will enable the admin user to edit the information for the meeting rooms.
    Meeting rooms can be created and edited by viewing the office screen, and then choosing the meeting rooms option when logged in as an Admin or Office Manager. Select the + button to add a new meeting room or select an existing meeting room to edit the information. 

  10. Admin – Manage Facilities

    This screen enables users to view and edit all currently available office facilities. New facilities can be added by using the plus icon.
    Icons can be found and used from https://fontawesome.com/v4.7/icons/
    This screen uses the list component, learn more here.

  11. Admin – Edit Groups

    This screen can be accessed by admins when clicking the plus icon on the groups screen or choosing edit on an existing group.
    The form can be filled out to create a new group or used to edit an existing group to amend the details.
    Once saved, this will reflect in the groups screen.
    This screen uses the form component, learn more here.

  12. Admin – Edit Facility

    This screen can be accessed by admins when clicking the plus icon on the Manage Facilities screen.
    The form can be filled out to create a new office facility.
    Once saved, admins can add this facility when creating a new office.
    This screen uses the form component, learn more here.

  13. Admin – Configure Security

    This screen can be used by admins to configure the app’s security rules. This screen must be accessed via Fliplet studio.
    You should only need to use this screen once as it will reset all the security rules within your app.
    The app will require an in-app update to be published before the new security rules are live.
    This screen uses the form component and amends your app’s security rules. Learn more about screen security here.

  14. Admin – Communication

    Admin users can use this screen to view previously sent communications or saved communications.
    Select the communication to view, and click duplicate to load the edit communication form with the communication detail prefilled.
    This screen uses the list from data source component, learn more here.

  15. Admin – Edit Communication

    Admin users can use this screen to promote their app and new features to users by sending suitable email, push and SMS notifications.
    This form has the option to save, send a test or send to users.
    If you select to save this draft can be viewed and edited from the manage communication screen. If you select to send a test, this will be sent to you to view.
    This screen uses the form component, learn more here. Note that changing this form may break the feature.

  16. [app-secuirty task]

    This screen enables the app to run app tasks in the background.
    It should not be modified or configured in any way.
    To learn more on app tasks see here. 

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