Configure address book isolation

Overview

Before you begin

[!IMPORTANT] - Role permissions: System Administrators have full configuration permissions.

Procedure

1. Enable isolation and global settings

1. Go to Setup > Organization Structure > Directory Isolation.
2. Turn on Directory Isolation.
3. Configure rules for employees without a department and super employees:
   • Employees without a department:
     • Select Hide employees without a department to remove them from the public address book.
     • Select Employees without a department can view only themselves to prevent them from viewing external colleagues.
     • Select Do not receive company-wide Feeds to block company-wide broadcasts.
   • Super employee whitelist: In Super Employees Allowed to View All Address Books, add executives, HR staff, or other employees who need global visibility. Super employees are not affected by isolation settings. ### 2. Configure isolated department rules
4. Open the Isolated Departments tab and click Add.
5. Select the target department.
6. Configure the department isolation details:
   • Hide in address book:
     • Do not hide
     • Hide outside the department except the Parent Department manager
     • Hide outside the department: Add a Whitelist to allow selected departments to view the isolated department.
   • Restrict address book access:
     • No restriction
     • View only within the department
     • View only themselves: Configure a View Whitelist to allow members to view selected departments.
   • Receive Feeds, such as mentions, Cc messages, and receipts:
     • Receive messages sent to the parent and current departments
     • Receive only messages sent to the current department
7. Click Save.

3. Configure isolated user group rules

1. Open the Isolated User Groups tab and click Add.
2. Select a user group and choose its visibility rule:
   • Do not hide: Everyone can view the group.
   • Hide by default: Only group members can view the group.
   • Show to whitelist members and hide from blacklist members: Add members to a whitelist or blacklist.
3. Click Save.

Verify the result

1. Create an Outsourced Development Team department and set it to Hide outside the department.
2. Sign in with a super employee account. Confirm that you can search for and view the Outsourced Development Team and its employees.
3. Sign in with a regular sales account that is not on the whitelist. Search for an Outsourced Development Team employee in a people selector and confirm that no matching result appears.

Related topics

• Manage departments and employees
• Configure address book settings