Directory
Directory in the sidebar is the list of recipients: the people who receive the calls that come through your lines. An entry is a name and a phone number, and that is all it needs to be, because a call reaches a recipient by ringing their phone, not by opening the app.
Recipients are not team members
Section titled “Recipients are not team members”The on-call nurse who only ever gets a forwarded call belongs in the directory and may never have a login. The practice manager who runs the software belongs on the team and may never take a call. The same person can be on both lists, and being on one says nothing about the other.
This is the single easiest thing to mix up. If someone cannot sign in, that is the team. If a call is not reaching someone, that is here and the line’s shifts.
Adding and editing
Section titled “Adding and editing”New Recipient takes a name and a complete ten-digit US phone number. Edit an entry from the list; delete one or several with Delete Recipient(s), which asks first.
A recipient who is assigned to a shift is what that shift rings. Change their number here and the schedule follows; there is nothing to update on the line.
Who can do this
Section titled “Who can do this”Managers, admins and owners can change the directory. Everyone in the organization can see it.