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Editing Groups - Adding/Removing Group Members
Editing Groups - Adding/Removing Group Members

Once created, Group information and members can be changed by editing the details in the Group table through the Service Delivery Console.

Updated over a week ago

How do I edit my Groups?

Once in a Group, Users can step in and out via the User Console to control which calls come through to them. You can change the Group Name, Short Dial and Groups Members.

Other changes can be made to some of the default settings for Groups in the Configuration Console, see our guides on Groups in the Configuration Console

Step by step guide

Editing Groups

  1. Navigate to the Groups list in the Service Delivery Console

  2. Click the Edit button in the row of the Group you want to change

  3. You can now edit the Group Name and the Group Short Dial number

    Click in the Group Name box and type to change the name

    Click in the Short Dial box and type the new short dial number

  4. Click the tick in the green button to save the changes, or the grey cancel button to stop editing the group

You will see a green Success, a red Error or a yellow Warning message at the top of the screen

Any issues will be detailed in the Warning or Error pop ups

Correct any errors in the User table and click the tick to save

Adding Group Members

  1. Click the Edit button in the row of the Group you want to change

  2. To add a new member to the Group, click the drop-down arrow to see a list of Users that aren’t already members of the Group

    Either select from the list, or start typing the name into the Members area to reduce the available Users list

  3. Click the tick in the green button to save the changes, or the grey cancel button to stop editing the user

You will see a green Success, a red Error or a yellow Warning message at the top of the screen

Any issues will be detailed in the Warning or Error pop ups

Correct any errors in the User table and click the tick to save

Copying Group Members

If you have the same Users answering different types of calls, the Users can be copied from another Group.

  1. In the Group you want to copy the members into, click the Copy Group Members button

  2. From the drop-down list, select the Group to copy the members from

    The Group members will then be copied into the new Group, replacing any Users that were already members

  3. Click the tick in the green button to save the changes, or the grey cancel button to stop editing the user

You will see a green Success, a red Error or a yellow Warning message at the top of the screen

Any issues will be detailed in the Warning or Error pop ups

Correct any errors in the User table and click the tick to save

Removing Group Members

  1. Click the Edit button in the row of the Group you want to change

  2. To remove a User from the Group, click the red cross next to the User’s name in the Members area

    The User will be removed from the Group and will show in the available Users drop-down list

  3. Click the tick in the green button to save the changes, or the grey cancel button to stop editing the user

You will see a green Success, a red Error or a yellow Warning message at the top of the screen

Any issues will be detailed in the Warning or Error pop ups

Correct any errors in the User table and click the tick to save

Groups can only be deleted through the Configuration Console, see our guide on Deleting Groups

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