Managing Groups

Content

A Group is a customized grouping of members, which can include individual contacts (persons), phone numbers (profiles), and other groups.

Groups provide Group Owners (Team Managers) access to Business Intelligence reporting including Live Answer, Talk Time, and Call Activity reports for all group members. See Using Business Intelligence Data and Using Call Activity Reports for information about these features.

Viewing Groups

You can view a list of Groups for a particular location or for your entire organization.

The following information is displayed for each Group on the Groups page of the ShoreTel Connect Portal:

To view a list of groups:

  1. Log in to the ShoreTel Connect Portal.
  2. On the Organization menu, under Account, click Groups.
  3. To filter the list, do one of the following:
    • In the list above the toolbar, select the location to view.
    • Type your filter criteria in the search field on the toolbar.
    • Type your filter criteria under the appropriate column heading.

Viewing Group Members

  1. Log in to the ShoreTel Connect Portal.
  2. On the Organization menu, under Account, click Groups.
  3. In the Name column, right-click the name of the group you want to view members of and then click Members.

    The View Members dialog box appears.

  4. Under Group Members, select one of the following in the list:
    • Group - to view all groups that are members of the currently selected group.
    • Person - to view all contacts that are members of the currently selected group.
    • Profile - to view all profiles that are that are members of the currently selected group.
    • Telephone Number - to view all telephone numbers for profiles and users that are members of the currently selected group.
  5. Click Close to close the dialog box.

Related Articles

Creating a Group
Enabling Partner Access
Using Business Intelligence Data
Viewing a List of Authorized Contacts
Roles and Permissions
Managing User Groups
ShoreTel Connect Portal Documentation

ShoreTel Dates

Created Date 2016-08-12 - Modified Date 2017-06-06


Article: 000012025