Creating a User Group

Content

User groups determine hold music, telephony settings, voicemail settings, and call settings for all users in a group. ShoreTel Connect CLOUD Decision Makers and account-level Phone Managers can configure user groups and manage their settings.

User groups can be created for Managed, Courtesy, or Telephony Only profiles.

  1. Log in to ShoreTel Connect Portal.
  2. On the Phone System menu, click User Groups.
  3. Click Add on the toolbar.

    The Manage User Group dialog box appears.

  4. In the Properties panel, do the following:
    1. In the User Group Name field, type a name for the user group.
    2. In the Profile Type field, select the profile type associated with the users you want to add to the user group.
    3. In the Hold Music field, select the music on hold resource to use for this user group.
    4. Click Next.
  5. In the Telephony panel, configure settings for the user group as desired, and then click Next.

    For detailed information about the Telephony parameters, see the User Groups: Telephony Parameters table.

  6. In the Voicemail panel, configure settings for the user group as desired, and then click Next.

    For detailed information about the Voicemail parameters, see the User Groups: Voicemail Parameters table.

  7. In the Call panel, configure settings for the user group as desired, and then click Finish.

    For detailed information about the Call parameters, see the User Groups: Call Parameters table.

User Group Telephony Permissions

The following table describes the parameters available on the Telephony panel of the Manage User Groups dialog box.

User Groups: Telephony Parameters

Parameter

Description

Allow Call Pickup

Select this check box to allow members of the group to pick up any ringing extension or pick up any parked call.

Allow Paging

Select this check box to allow members of the group to dial any site paging extension and make an announcement by using the overhead paging system or group paging.

Allow Hunt Group State Change

Select this check box to allow members of the group to perform the following actions:

  • Busy-out a hunt group.
  • Return the hunt group to service by keying *18 on the telephone keypad.

If a hunt group is busied out during a holiday or an off-hours schedule, the schedule takes precedence.

Allow Extension Assignment

Select this check box to allow members of the group to reassign their extension to another telephone.

Show Other Extension Caller ID and Name

Select this check box to allow members of the group to see incoming caller ID. The impact of this setting is system-wide; for example, it determines whether for any other user extension caller ID appears in Connect client, on phone displays, and elsewhere.

Show Call History

Select this check box to enable call activity tracking. Call detail records are recorded for all calls and call history is available from the phone redial and will show in the Connect client call history.

Clear this check box to enable Call History Privacy. Users can place and receive calls without the calls being tracked and recorded in the call detail records. In addition, the calls will not be available from the phone redial and will not show in the Connect client call history.

For more information, see Configuring Call History Privacy.

Allow Availability State Change

Select this check box to allow members of the group to change their current availability state from ShoreTel IP phones and Connect client.

Directed Intercom

Specifies whether users can initiate or receive intercom calls or pages. Select one of the following options:

  • None - users cannot initiate or receive intercom calls or pages
  • Initiate - users can initiate, but cannot receive intercom calls or pages
  • Receive - users can receive, but cannot initiate intercom calls or pages
  • Initiate and Receive - users can initiate and receive intercom calls or pages

Whisper Page

Specifies whether users can initiate or receive whisper page calls. Select one of the following options:

  • None - users cannot initiate or receive whisper page calls
  • Initiate - users can initiate, but cannot receive whisper page calls
  • Receive - users can receive, but cannot initiate whisper page calls
  • Initiate and Receive - users can initiate and receive whisper page calls

Barge

Specifies whether users can barge in on other users’ calls.

NOTE: Barge-in permits one party to join an existing call as a fully conferenced participant.

  • None - users cannot initiate or receive barge-ins
  • Initiate - users can initiate, but cannot receive barge-ins
  • Receive - users can receive, but cannot initiate barge-ins
  • Initiate and Receive - users can initiate and receive barge-ins

Silent Monitor / Silent Coach

Specifies whether users can monitor a phone call of another user and speak to the user without the other party on the call hearing. Select one of the following options:

  • None - users cannot initiate or receive silent monitoring or silent coaching
  • Initiate - users can initiate, but cannot receive silent monitoring or silent coaching
  • Receive - users can receive, but cannot initiate silent monitoring or silent coaching
  • Initiate and Receive - users can initiate and receive silent monitoring or silent coaching

User Group Voicemail Permissions

The following table describes the parameters available on the Voicemail panel of the Manage User Groups dialog box.

User Groups: Voicemail Parameters

Parameter

Description

Voicemail Callback

Select this check box to allow members of the group to call back a caller after listening to a voice mail from the caller on a telephone.

Access to Broadcast Distribution List

Select this check box to allow members of the group access to the company-wide distribution list. A user with this permission can broadcast voice mail messages to all users.

Access to System Distribution Lists

Select this check box to allow members of the group to access to the system distribution list.

Downloading voice messages as WAV files

Select this check box to allow members of the group to download voice messages as WAV files.

User Group Call Permissions

The following table describes the parameters available on the Call panel of the Manage User Groups dialog box.

User Groups: Call Parameters

Parameter

Description

Class of Service

Select the permission level for members of the group.

  • Local - allows calls only to local or additional local area codes
  • National - allows calls to long-distance numbers within the country
  • International - allows calls to international numbers

Account Code Collection

Select one of the following account code collection modes for the user group:

  • None - account collection is not active for this group
  • Optional - users are prompted to enter an account code If no account code is entered, the call is completed without account code records.
  • Required - users must enter an account code for all calls outside the bounds of the call permissions set for the user.

For more information about account codes, see Managing Account Codes.

Deleting a User Group

System-level user groups cannot be deleted. However, you can delete user groups that you have created.

  1. Log in to ShoreTel Connect Portal.
  2. On the Phone System menu, click User 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 user group.

Related Articles

Managing User Groups
Adding Users
Swapping ShoreTel Connect Profile Types
Managing Groups
ShoreTel Connect Portal Documentation

ShoreTel Dates

Created Date 2016-08-12 - Modified Date 2017-07-31


Article: 000012080