How can I create a new group?

Note: You must be logged in as an account administrator to create or delete Groups. 

To create a new Group:

  • Open Account Administration ➔ Groups
  • In the Groups menu click the blue +Add Group button in the right-hand corner 
  • On the next page you will:
    • give the Group a Name
    • assign an available phone number from the drop down menu
    • add an internal extension to the Group (phone numbers and extensions can also be added to the Group at a later time.)
  • Click on next step 2/2 
  • Select which Users should be Group Members.
  • Lastly click Add Group

The Group will be set up immediately, and will be visible in the Groups menu. Any phone or extension numbers assigned to the Group will be listed in the Settings of each Group Member (User).

 


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