Directories for TMS Administrators

Select a Directory

1. If you have been granted access to Manage Directories, a single Directory will appear on the screen upon initial login.
   • To see other Directories you have access to manage, expand the list of Directories at the top of the page.

Add Products to a Directory

1. Select the Directory you wish to begin adding products to.
2. Select +Add Product.
3. Choose one of the following options:
   • +Veracity Product List
     • Use the filtering options and search bar to locate products within the Veracity list.
     • Select +Add.
     • The button will now display as Added to indicate the product has been added to the Directory list.
     • Continue adding products as necessary or return to the Directory via the breadcrumb or browser back button.

• +Create New Product
  • Enter Product Name (required).
  • Enter Product Description (optional).
  • Upload Product Logo (optional).
  • Select Save.
    • • The newly create product will appear in the Directory list in alphabetical order.

Remove Products from a Directory

1. Select the Directory that contains the product you wish to remove.
2. Locate the product by searching, filtering or scrolling the Directory list.
3. Select the Delete icon.

Filter Group Creation

1. This is completed by Veracity during the onboarding process.
2. Should you wish to add additional filters or revise current ones, please submit a ticket to Veracity support with a detailed description of the request.

Product Filter Assignment

1. Select the Directory that contains the product you wish to assign filters to.
2. Locate the product by searching, filtering or scrolling the Directory list.
3. Select the View eyeball icon.
4. Select the Edit button.
5. Select the Assign Filters button.
6. Expand the filter groups on the right hand side of the screen and select all applicable filters.
7. Filters will appear as blue pills on the page indicating which filters have been assigned.
8. Select Save.

Marking Product Approval Status in a Directory

1. Select the Directory that contains the product you wish to change the approval status.
   • By default, all products will appear Under Review until changed.
2. Locate the product by searching, filtering or scrolling the Directory list.
3. Select the View eyeball icon.
4. Select the Edit button.
5. Select the Edit pencil icon above Product Profile.
6. Select the Edit pencil icon in Approval Status container.
7. Choose the review status from the dropdown menu.
8. Enter an approval status comment (optional).
9. Choose to display the approval comment for all users to see (optional).
10. Select Save and the status is updated.

Publishing Products

1. Select the Directory to locate the products you wish to publish to end user Product Catalogs.
2. Locate the product by searching, filtering or scrolling the Directory list.
3. Click on the Publish Flag.
   • The flag will turn green when selected to indicate it has been published to the Product Catalog.
   • The flag will remain grayed out for unpublished products that will not be visible in the Product Catalog.

Searching Directories

1. Select the Directory you wish to search.
2. Type the product name or key word to locate the product.
3. Select Enter on the keyboard.
   • If an exact product name search is performed, the product and/or products with same name will appear.
   • If an exact product name search is performed and no products are found, a message will appear stating “No products matched the selected filters.”
4. Clear the search by selecting the   to search for other products by name and/or keyword.