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Creating a Group

Content

If you are a Decision Maker or Phone Manager, you can create a group by adding individual members or by adding other groups. You can designate a Group Owner (Team Manager) for each group you create.

  1. Log in to the Connect Portal.
  2. On the Organization menu, under Account, click Groups.
  3. Click Add on the toolbar.

    The Manage Group dialog box appears.

  4. In the Properties panel, do the following:
    1. In the Group Name field, type a name for the group.
    2. In the Description field, type a short description of the group.
    3. Next to Group Scope, select one of the following:
      • Account - to include members from multiple locations
      • Location - to include members from a specific location only
    4. If you selected Location, select the location to select members from in the Location list.
    5. Click Next.
  5. In the Members panel, do the following:
    1. Do one or more of the following to select the profiles, persons, and existing groups to add as members of the new group:
      • Select the Import Members check box to add all users from the selected account or location as members of the new group.
      • Click Add All to add all profiles, persons, and existing groups from the selected account or location as members of the new group.
      • Click next to Person, Profile, or Group, and then select the Add check box next to each person, profile, or existing group you want to add as a member of the new group.

        NOTE: In order for business intelligence reports to function properly for all members of a scope group, the member must be added to the group by Profile. Adding a Person to the group ties the user’s contact information to the group, not the user’s phone profile.

      • To exclude specific profiles or persons of an existing group that you have added, select the Exclude check box next to each of the profiles or persons you do not want to include as a member of the new group.
      • Click Group members to review the profiles, persons, and existing groups you have selected to include in and exclude from the new group.
      • Click Remove All to remove all member selections.
    2. Click Next.
  6. In the Owners panel, do the following:
    1. Select one of the following:
      • Persons - to select a person to designate as a Group Owner.
      • Groups - to select an existing group to designate as a Group Owner.
    2. Do one of the following:
      • Click each person or group you want to designate as a Group Owner for the new group, and then click .
      • Click to designate all persons or groups in the list as Group Owners for the new group.
      • In the Find field, type the name of the person or group you want to designate as a group owner for the new group, and then double-click the name.

        NOTE: In order for a Group Owner to access Team Manager functions within the Connect Portal, the Group Owner must be assigned a Connect Portal user name and password. See Editing Personal Information for information about editing the Connect Portal user name and password for a user.

    3. Click Finish.

Editing a Group

  1. Log in to the Connect Portal.
  2. On the Organization menu, under Account, click Groups.
  3. In the Name column, click the name of the group you want to edit.

    The Edit Group dialog box appears.

  4. In the Properties pane, make any desired changes to the group name, description, scope, or location, and then click Next.
  5. In the Members pane, make any desired changes to the members and then click Next.
  6. In the Owners pane, make any desired changes to the group owners and then click Finish.

Deleting a Group

  1. Log in to the 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 delete, and then click Delete.
  4. When prompted, click Yes to confirm that you want to delete the group.

Related Articles

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

ShoreTel Dates

Created Date 2016-08-12 - Modified Date 2017-10-26


Article: 000012026