Setting up the dial-by-name directory in the Admin Portal
=========================================================
The dial-by-name directory feature lets callers find extensions using their keypad to enter an employee's first or last name. By default, callers can access all extensions, but you can set up your directory to exclude specific extensions from searches.
Note
The Admin Portal has a [new company settings layout](https://support.ringcentral.com/article-v2/using-the-new-company-settings-layout-in-the-admin-portal.html?brand=RingCentral&product=RingEX&language=en_US ""). When you select **Admin Portal** , you'll access the instructions for the new layout. If you're not using the new layout, select **Admin Portal classic view**.
Callers will be able to access the directory only from the [company greeting](https://support.ringcentral.com/article-v2/RingCentral-Greeting-Types.html?brand=RingCentral&product=RingEX&language=en_US ""), or from a user or group greeting.
Where would you like to set up the dial-by-name directory?
## Admin Portal
Setting up the dial-by-name directory in the Admin Portal
---------------------------------------------------------
Note
If you're using the classic company settings layout, go to [Setting up the dial-by-name directory in the Admin Portal classic view](https://support.ringcentral.com/article-v2/5-10-Editing-Dial-by-Name-Directory-Settings.html?brand=RC_US&product=RingEX&language=en_US&pills-nav=2 "").
* Sign in to the [
Admin Portal
](https://service.ringcentral.com "").
* Click the **Phone System** tab.
* Under Company, click **Dial-by-Name Directory**.
* Click the **Enable the dial-by-name directory** toggle on.
* From here, you can adjust these settings:
* **Directory Key** : In the **Key Press** field, enter the keypad number callers will press to access the dial-by-name directory.
* **Extensions in Directory** : By default, the directory includes all extensions. To exclude extensions, click **Edit** , make your selections, then click **Done**.
* **Search Criteria** : Select whether you want callers to search the directory by the employee's **First name** or **Last name** .
* Note: Searches must be three letters exactly. This setting can't be changed.
* **Users included in search** (for [multi-site accounts](https://support.ringcentral.com/article-v2/9894.html?brand=RingCentral&product=RingEX&language=en_US "")):
* **All users in directory**: Click to include users from all company sites in search results.
* **Users in selected sites**: Click to include users from specified company sites.
* **Users in the same site as the IVR menu** : Click to include only users from the company site that's assigned to the [IVR menu](https://support.ringcentral.com/article-v2/Create-New-IVR-Menu-RingCentral.html?brand=RingCentral&product=RingEX&language=en_US "").
* Click **Save** .
**Additional resources**
[Setting up multi-site support](https://support.ringcentral.com/article-v2/9894.html?brand=RingCentral&product=RingEX&language=en_US "")
[Setting up company call handling in the RingCentral app and Admin Portal](https://support.ringcentral.com/article-v2/Configuring-company-call-handling.html?brand=RingCentral&product=RingEX&language=en_US "")
## Admin Portal classic view
Setting up the dial-by-name directory in the Admin Portal classic view
----------------------------------------------------------------------
Note
If you're using the new company settings layout, go to [Setting up the dial-by-name directory in the Admin Portal](https://support.ringcentral.com/article-v2/5-10-Editing-Dial-by-Name-Directory-Settings.html?brand=RC_US&product=RingEX&language=en_US "").
* Sign in to the [
Admin Portal
](https://service.ringcentral.com "").
* Click the **Phone System** tab.
* Click **Auto-Receptionist** (a), then **Dial-by-Name Directory** (b).
* Click the **Enable the dial-by-name directory** toggle on.
* From here, you can adjust these settings:
* **Directory Key** : In the **Key Press** field, enter the keypad number callers will press to access the dial-by-name directory.
* **Extensions in Directory** : By default, the directory includes all extensions. To exclude extensions, click **Edit** , make your selections, then click **Done**.
* **Search Criteria** : Select whether you want callers to search the directory by the employee's **First name** or **Last name** .
* Note: Searches must be three letters exactly. This setting can't be changed.
* **Users included in search** (for [multi-site accounts](https://support.ringcentral.com/article-v2/9894.html?brand=RingCentral&product=RingEX&language=en_US "")):
* **All users in directory**: Click to include users from all company sites in search results.
* **Users in selected sites**: Click to include users from specified company sites.
* **Users in the same site as the IVR menu** : Click to include only users from the company site that's assigned to the [IVR menu](https://support.ringcentral.com/article-v2/Create-New-IVR-Menu-RingCentral.html?brand=RingCentral&product=RingEX&language=en_US "").
* Click **Save** .
**Additional resources**
[Setting up multi-site support](https://support.ringcentral.com/article-v2/9894.html?brand=RingCentral&product=RingEX&language=en_US "")
[Setting up company call handling in the RingCentral app and Admin Portal](https://support.ringcentral.com/article-v2/Configuring-company-call-handling.html?brand=RingCentral&product=RingEX&language=en_US "")