Use Groups to gather multiple Users together based on variables such as their role, department, project team, etc. Groups can be linked to multiple callflows and refined group call reports are made available.
Businesses can create a Callflow that connects a number to every User in a group when called. The most common use of this feature is for sales or support teams.
Group Monitors is a permission level that allows nominated Users to view their Group’s User details such as Call History, Contacts, Voicemails and Call Recordings.
Creating a Group
Groups can be found in the people section, followed by the Groups submenu. To create a group click on the [Add Group +] button.
A. Give the Group an applicable Name and Description, then click the [Add +] button to create this User Group and you will navigate to the Edit Group section.
B. Select the [Add Users +] button, which displays the Select Users window.
- Check the boxes left of the usernames and and click the [Select] button to review additions.
4. Once you are satisfied, click [Save >] on the bottom right corner of the window to confirm.