How to Create a Group

About

This article demonstrates step-by-step instructions for How-To Create a Group .

Product Features

Call Groups

Create, organize and manage users according to location, department, scope of support etc. to ensure inbound calls are directed to the most appropriate team.

Device Load Balancing Groups

Balance calls between different devices, queues, or call groups.

IP Whitelist Groups

Whitelist specific IPs to access your services without having to worry about their access getting blocked.

Granular Security Groups

Limit the access of agents to your organization’s portal. This is useful if you have agents who only need access to billing pages.

Step-by-Step Instructions

The below table will detail the steps required to accomplish your goals:

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Login to the Management Portal by clicking a sign-on provider or entering your Email Address and Password as shown in Exhibit 1. If you don't have an account, you can sign signup instantly by clicking here.

Exhibit 1

Navigate to Groups

Now, navigate to Organization >Groups as shown in Exhibit 2a. Next click the create icon on the top right-hand side of the page as shown in Exhibit 2b.

Exhibit 2a

Phone directory tab — Navigate to Organization

Exhibit 2b

Create New Groups

Create New Group

Now, setup your group by entering the required information for the Info tab, then click on save once done as shown in Exhibit 3.

For you convenience, a description of each field is provided below.

Info

Name

Enter a descriptive name for your group.

Status

Choose a status from the drop down menu.

Exhibit 3

Manage Your Group

Next, click the gear icon located under Actions next to your group as shown in Exhibit 4a. Now, you can start managing your group by selecting one of the Settings as shown in Exhibit 4b.

For your convenience, a description of each field is given below:

Manage

Devices

Select the devices you want to add to your group.

IP Addresses

Select the IP Addresses you want to add to your group.

Keywords

Add the keywords you want to use when you setup keyword call monitoring.

Members

Select the members you want to add to your group.

Numbers

The phone numbers that will be used for the group.

Resources

Choose the resources you want to use for your group.

Security

Choose what pages you would like this group to have access to.

Exhibit 4a

Manage Group

Exhibit 4b

Conclusion

Congratulations! You have now completed the "How-To Create a Group" article and we hope that you have accomplished the goals you set out to achieve. However, if for any reason you may still require assistance with setup, simply login to the Management Portal and submit a support request.