Managing Organization Structure and Personnel

Managing Organizational Structure and Personnel

From the Admin tab, you can manage system users, subscribers, and employees under Organization.

The Organization tab is divided into four different sections:

  1. Employees/Departments - Here you can add employees and departments and create and manage a hierarchical structure of the organization and/or department and its employees.
  2. Subscribers - Here you can view and assign numbers to Call Handlers,
  3. Users - Here you can add and edit users, or restrict user access to specific IP addresses.  

Managing Employees

To add a new Employee to the system:

  1. From the Organization tab, expand Employees/Departments.
  2. Click Add Employee.
  1. Enter the new employee’s Name, Title, and a brief Description, if applicable.
  2. Select the Department to which the employee belongs from the drop-down, and the Manager to which they will report.
  3. Enter the Shift Start and Shift End times, which denote the employee’s work hours.
  4. From this window, you can also assign Subscribers to this employee by clicking the Plus sign next to the subscriber to assign.
  5. Click Save to save your changes.

Managing Departments

To add a new Department to the system:

  1. From the Organization tab, expand Employees/Departments.
  2.  Click Add Department.
  1. Enter the Name of the new department.
  2. Enter a Description for the new department (optional).
  3. If applicable, assign the department to a Parent department using the drop-down menu.
  4. Click Save to save your changes.

Managing Subscribers

To edit the Application Features to which an Employee is subscribed:

  1. From the Organization tab, expand Subscribers.
  1. From the list of subscribers shown, click on the phone number for the subscriber whose feature list you wish to edit. The subscriber information dialog box appears, which shows the subscriber number (which is unchangeable), and allows you to edit:
    • Description
    • Time Zone
    • Languages
  1. You can see or edit the Feature Packs and Application Features assigned to the subscriber.
  2. When you are finished making your changes, click Save.

Managing Users

As an admin, you can view, add, edit, and delete users within the system, as well as reset their lost passwords, if necessary. For each user registered, you can view the User Name, Email Address, Contact Name, and Company Name.

To add a new user:

  1. From the Organization tab, expand Users.
  2. Click Add User.
  1. Enter the profile information.
  2. Select Subscribers for that user.
  3. When you have finished inputting your information, click Save.

To edit a previously-created user:

  1. From the Organization tab, expand Users.
  2. Select the user to edit or update.
  1. Make your edits and click Save.
  1. To reset a user’s password, click Reset Password. A system-generated email will be sent to the user with the new login credentials.
  2. To remove a user, click Delete.