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
Step by step guide
Editing Groups
Navigate to the Groups list in the Service Delivery Console
Click the Edit button in the row of the Group you want to change
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
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
Click the Edit button in the row of the Group you want to change
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
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.
In the Group you want to copy the members into, click the Copy Group Members button
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
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
Click the Edit button in the row of the Group you want to change
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
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