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Organisational groups

Note

Information for administrators

About organisational groups

An organisational group is created by an administrator to assign uniform settings to a group of users. An organisational group is a basis for creating call pickup groups. For example, an administrator can create an organisational group for the people in one department of the organisation. If no groups are created, all users belong to one organisational group.

Read more about call pickup groups >

Managing organisational groups

You can create as many organisational groups as you need. Each user can belong to only one organisational group.

For administrators only

  1. Select Management > Users & Groups.
  2. In the Group Management section, select Manage.
  3. In the Organisational Groups section, select Manage.
  4. Select Create group.
  5. In the Group settings section, enter a name for the organisational group.
  6. In the Add administrators section, select one or more users who will be managing the group.
  7. In the Add members section, select users who will be the members of the organisational group.

    A user can only be a member of one organisational group. If you select a user who is already a member of another organisational group, they will be removed from their current group.

  8. In the Summary section, review the settings you've selected and select Create group.

    When you create an organisational group, a default call pickup group is created. The call pickup group contains all members of the organisational group.

For administrators only

  1. Select Management > Users & Groups.
  2. In the Group Management section, select Manage.
  3. In the Organisational Groups section, select Manage.
  4. Find the organisational group you want to manage and select .
  5. Select Edit.
  6. In the Group Administrators section, select Add administrator to add group administrators.
  7. In the Group members section, select Add user to add group members.

    A user can only be a member of one organisational group. If you select a user who is already a member of another organisational group, they will be removed from their current group.

For administrators only

  1. Select Management > Users & Groups.
  2. In the Group Management section, select Manage.
  3. In the Organisational Groups section, select Manage.
  4. Find the organisational group you want to manage and select .
  5. Select Edit.
  6. In the Group Administrators section, select the administrators you want to remove and select Remove.
  7. In the Group members section, select the users you want to remove and select Move Member to move them to another group.
Note

To delete an organisational group, you have to move all its members to another group first.

For administrators only

  1. Select Management > Users & Groups.
  2. In the Group Management section, select Manage.
  3. In the Organisational Groups section, select Manage.
  4. Find the organisational group you want to delete and select .
  5. Select Delete.
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