Search the directory
AI-generated summary
Genesys Cloud provides a Directory search feature that enables users to quickly locate people, groups, and group members within their organization. Users require specific permissions including UI > My organization > View access and Directory > Private Group > View permissions to access private groups.
The search functionality supports keyword-based queries across multiple profile fields including names, titles, departments, and skills. Users can enter single or multiple keywords (for example, "marketing Spanish") to find people matching specific criteria, with results sortable by People, Groups, Favorites, or Locations categories. Search results can be further refined by selecting specific categories or applying filters such as departments.
Group searches operate similarly to people searches, allowing users to locate groups by descriptive keywords and view group membership. The Directory provides filtering options to display All Members, Owners, Individuals, or Rules-based members. Users can contact group members directly through integrated communication options—clicking the More menu next to a member's name provides Phone or Chat contact capabilities.
The Directory distinguishes between internal directory searches and external contact searches, with external contacts requiring use of the External Contacts feature. Results display in both list and full results page formats, with the full results page showing all entries containing entered keywords.
The following permissions:
- To search the directory: UI > Myorganization > View
- To see private groups: D irectory > PrivateGroup > View
To search the Directory, on the Menu bar, click Search .
To find the people that you want, type keywords in the search field. Keywords can be names, titles, departments, skills, or anything else in profile pages. Restrict your search to specific profile fields for a more exact match.
- Type one or more keywords in the Search field. For example, type marketing Spanish to find people who are in the marketing department and speak Spanish.
- Select a result from the list or press Enterfor full results. The full results list includes all results that contain the keywords you entered.
- To sort the results, click People, Groups, Favorites, or Locations.
- To search for keywords in only one category, select a category. For example, to find people in the marketing department who list Spanish in their profile, search for Spanish. Then to refine the results, under Departments, click Marketing.
You can search for within your organization the same way you search for people.
- In the Search field, type keywords that describe the group.
- Select the group from the results list or from the Search page.
- Then you can do any of the following:
- To see the members of the group, search the list or scroll through the list.
- To filer the list, click All Members and select Owners, Individuals, or Rules.
- To contact members of the group, to the rightmost of the member’s name, click More . Then, to call a member, click Phone or to chat with a member, click Chat .
Note: To search for outside contacts, use External Contacts.
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