Published at: 2026-09-17
Configure address book settings
Configure people selectors and address book display rules and extension fields. These settings work with Directory Isolation.
Overview
💡 Use address book settings to control how people selectors display colleagues and departments during business processes and approval assignment. You can also add extension fields to selection cards so front-line users can verify employee information quickly.
Before you begin
[!IMPORTANT] - Role permissions: You need System Administrator permissions or a management role with Address Book Management permissions. - Impact: Address book settings take effect immediately in colleague and department selectors on web and mobile.
Procedure
1. Configure people selector display rules
- Go to Setup > Organization Structure > Address Book Settings > People selector rules.
- Configure the Members tab:
- View modes: Select View by Dept and View alphabetically. If you select only one, the client shows only that tab.
- Default: Select View by Dept or View alphabetically. The system uses the Org Structure mode by default.
- Configure the Department tab in the same way, including its view modes and default view mode. ### 2. Customize people selector fields
To distinguish employees with the same name or multiple positions, add extension fields to people selector cards:
- On Address Book Settings, locate People selector field extensions.
- Configure fields with the transfer box:
- Required fields: Avatar and System Nickname are always displayed. You cannot hide or move them.
- Custom extension fields: The displayed field list supports up to five fields, such as primary department, job title, email, and mobile number.
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Click Save. ## Verify the result
- Set the default colleague selector mode to View alphabetically, and add job title as an extension field.
- Sign in to the client, open the New Account page, and use the Owner people selector.
- Expected result:
- The selector displays employees in A-to-Z order by default.
- Each employee card displays the configured job title in addition to the avatar and nickname.