Creating User Groups
User Groups allow you to group a number of extensions from the same team, department or location together to share a receipt of incoming calls.
The ‘User Group’ is available for selection in the ‘Call History’ section to easily monitor that ‘Groups’ call history.
Assigning a ‘Group Monitor’ allows that ‘User’ to view ‘Call History’ for the ‘Group’ their group.
You can also select the ‘Group’ within a ‘Call Flow’ to quickly create a hunt group.
To Create a ‘User Group’:
a) Click on the Groups icon on the top left of the Users screen
b) Click on ‘Add Group
c) The Group Details screen will open
d) Click ‘Add Users’ on the top right of this screen to select the ‘Users’ you wish to include in this group
e) Tick the box on the right of each ‘User’ you wish to include
f) Click ‘Select’ at the bottom right to add those ‘Users’ to the group
g) Give the Group a ‘Name’ and ‘Description’ to make it easy to search
h) Click ‘Save’ on the bottom right to complete the group creation
i) The Group will now appear in this section of ‘Users’
j) You can click the ‘Person’ icon at any time to view the list of users included in the group.
k) If you wish to make any changes to the group click the edit button on the far right to add or remove ‘Users’
l) Set one ‘User’ as a Group Monitor to allow them to view Call History records for their Group with Customer Administrator privileges
m) Repeat the above steps for any additional ‘User Groups’ you wish to create.
Should you have any queries please do not hesitate to contact our Support team for assistance.