The employee directory feature on e-days provides an area where all user contact details and documents can be stored. For example, it can be used to store a user’s training certificates, identification documents or signed documents. Expiry dates and reminders can also be added for documents that are required to be renewed. 

If you would be interested in enabling the Employee Directory, please contact the Customer Success team at customersuccess@e-days.com who will be happy to discuss this with you. Please note that the Employee Directory is a paid feature.

Once the Employee Directory has been enabled for your system, you will need to ensure that your admin users have the correct Role permissions and Directory User View applied. Please follow the steps below:

  • Navigate to Admin tools > Admin panel > Global > Role setup
  • Click Edit next to the Administrator role
  • Check the box next to Document Portal, Document Portal Admin, Profile Viewer and Profile Editor
  • Click Save

Please note: the roles may be locked for editing, in this case, please contact the support desk to make these changes for you.

Once the role permissions have been enabled, you will need to apply the correct user view, for administrators, this would usually be ‘Everyone’.

If you use an Administrator template, please follow these steps:

  • Navigate to Admin tools > Admin panel > Templates > User templates
  • Click Edit next to the template
  • Go to the System tab
  • Scroll to the User view settings
  • Amend the Directory view to Everyone
  • Click the Save button

If you update Administrator settings on a user level, please follow these steps:

  • Navigate to Admin tools > Admin panel > Users > Users
  • Click Edit next to the user
  • Go to the System tab
  • Scroll to the User view settings
  • Amend the Directory view to Everyone
  • Click the Save button

To configure the documents section of the Employee Directory, you will need to add specific categories. Please follow the steps below to set these up.

  • Navigate to Admin tools > Admin panel > Users > User document categories
  • Click Add new document category
  • Enter the name of the category and select if you want it to be hidden from users or managers
  • Click Save

Please click image to enlarge


Configuration for Authorisers and Users

You may find that you want to have authorisers and users to be configured differently, depending on what you want them to be able to see.

To configure users to be able to view and edit select users in the Employee directory, they will need to have the following role permissions: Document Portal, Document Portal Admin, Profile Viewer and Profile Editor

To configure users to be able to only view select users in the Employee directory, they will need to have the following role permissions: Document Portal, Document Portal Admin and Profile Viewer

Once the roles have been configured, you will need to set the Directory User View. I would recommend setting this globally to Reportees, so that authorisers are able to see their own team and users that do not have reportees will only be able to see their own record. This can be done on a Global level by following the steps below:

  • Navigate to Admin tools > Admin panel > Global > System setup
  • Scroll to the User view section
  • Set the Directory user view as required
  • Click Save


Please note: All users with access to the Employee Directory will be able to see the business cards for all users. The Directory User View setting will restrict which users they are able to open 


For help with using the Employee Directory, check out the Using the Employee Directory guide.