Set up Organizations

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

Limitation

Maximum Number of Extensions (N) N ≤500 N > 500
Layers of Departments 15 20
Number of Departments 100 1000

Prerequisites

The version of Yeastar P-Series Software Edition is 83.7.0.16 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.