Add Users to Organizations

After setting up organizations, you need to group users into departments. This topic describes how to add users to departments.

Procedure

  1. Log in to PBX web portal, go to Extension and Trunk > Extension > User.
  2. To add existing users to an organization, do as follows:

    1. On the left organizational tree, click root organization.
    2. On user list, select the checkboxes of desired extensions, then click Edit.
    3. In the User Information section, select the checkbox of Bulk Edit for organizations, then select desired departments.
    4. Click Save and Apply.
  3. To add new users to an organization, do as follows:

    1. On the left organizational tree, click a department.
    2. Click Add, then select Add to add an extension.
    3. Configure the extension as needed.
      Note: Organization is auto filled with the one that you have selected.
    4. Click Save and Apply.

Result

Users are added to the specified departments. You can click a department to check all the associated members.
Note: By default, when you click on a department, all the users within the department are displayed, be they belong to the parent department or the sub-departments. To hide the users of sub-departments, select the checkbox of Check Only Direct Members.