121
Creating and editing individually
defined call groups
Configuration – Access System
General parameters
•
Name:
Displayed call group name
in the system (e.g. Sales Department)
•
Description:
Short description
(e.g. all in-house sales team mem
-
bers)
•
Call number:
Direct dial, internally
assigned call number (e.g. 222)
Note
• The Access system automatically
issues a call number when this call
group is created, which depends on
the call number suggestion length
set in the basic parameters. This
group call number can be changed
at any time.
Procedure –
Creating individually
defined group
1
In the navigation area, click on the
Users
menu.
2
The
Users
menu opens up.
3
In the navigation area in the
opened
Users
menu, click on the
Project
folder or on a folder into the
position of the existing folder struc
-
ture in which you wish to create an
individual call group.
4
The page
Edit folder: Project
/
Edit folder: [folder name]
opens in
the content area.
5
Click on
Add
.
6
A drop-down menu opens up.
7
Select
Group
in this drop-down
menu.
8
The
Create group
page opens up
in the content area.
9
Carry out all inputs in the
General
area. Always assign meaningful
names and descriptions.
Note
• The
Call number
field is automa-
tically assigned by the Access system
and can be changed at any time.
10
Check the
Call number
and
change it if required, for example to
implement your call number system.
Note
• In the
Group members
area, you
can add users to the call group or
remove existing users. In addition,
you will be shown an overview of
already assigned users.
11
In the group members area, click
on the drop-down menu
Add user
.
12
A drop-down menu opens up.
13
In the opened drop-down menu,
click on the required user to select it.
14
The selected user is displayed in
the field of the closed drop-down
menu.
15
Click on the
Add
button to
adopt the selected users as group
members in the call group.
16
Add additional users in accord
-
ance with the previous points.
17
Click on
Save
to take the
changes over in the system.
18
Create all required individually
defined call groups according to this
procedure.
Procedure –
Deleting users from
an individually defined call group
1
In the navigation area, click on the
Users
menu.
2
The
Users
menu opens up.
3
In the navigation area, in the
opened
Users
menu, click on the
required folder within the existing
folder structure.
4
Click on the individually defined
call group you wish to change.
5
The page
Edit group: [Group
name]
opens in the content area.
Note
• In the
Group members
area, you
can add users to the call group or
remove existing users. In addition,
you will be shown an overview of
already assigned users.
6
In the Group members area, click
on the
Check box
of the required
user(s) in order to select it/them.
7
The
Delete
button in the Group
members area becomes active.
8
Click on
Delete
, to delete all
marked users from the selected call
group.
9
Click on
Save
to take the changes
over in the system.
10
Carry out adjustments to the
group members (users) of a call
group according to the following
procedure.