Set up Organizations

Organizational structure helps your company stay organized, improve communication and collaboration productively. This topic describes how to set up organizations.

Limitation

Type P520 P550 P560 P570
Layers of Departments 15 15 15 15
Number of Departments 20 50 200 500

Prerequisites

The version of Yeastar P-Series PBX System is 37.7.0.16 or later.

Step 1. Enable Organization Management

  1. Log in to PBX web portal, go to PBX Settings > Preferences.
  2. Turn on the option Organization Management.

  3. In the Company Name field, enter your company name. The name will be used as the root organization.
    Note: If you have set up company information, the pre-defined company name is automatically synchronized here.
  4. Click Save and Apply.

Step 2. Create departments

  1. Go to Extension and Trunk > Extension > Organization.

    The root organization (namely the company name) is displayed.

  2. Click beside the root organization.
  3. In the pop-up window, configure the following information, then click Save.

    • Department Name: Enter a department name.
    • Parent Organization Layer: The root organization is automatically filled in.

Result

  • The department is created. You can create more departments as the instructions provided above. In this way, the parent organization is auto filled instead of manually selected.
    Tip: To select parent organization at you will when creating departments, you can click Add to create departments.

  • On Linkus clients, users can see all the departments. To restrict users from viewing specific departments, see Set up Extension Visibility.

What to do next

Add Users to Organizations.