Workgroup

In a workgroup, all members have the same relationship with each other.

Create workgroup

Create workgroup and add members

1. Click New group…

2. Select Workgroup.

3. Assign a name (mandatory field).

4. Enter a description.

5. Select whether this group is to be made available to all XPhone Connect Clients. If yes, activate Make this group available to all members in XPhone Clients. In this case, the members find a group in their contact list in XPhone Connect Client and in Team Panel. Users can then decide whether they wish to show or hide this group

6. Now assign the relationships between each member of the group. The following selection options are available:

   • Assistant+

   • Assistant

   • Team colleague

   • Employee

   • External person

   Tip

   More information available in section: Beziehungen

7. Add participants to a group (mandatory field). Do this by clicking Add.

   1. Find the participants by entering their names, locations, departments or phone numbers, and then press Enter or click on the magnifying glass.

   2. Select the participant by clicking Remember selected entries. If you only wish to add one member, you can skip b

   3. Now click Accept selection or Accept all.

8. Save the workgroup.

Remove participants from the workgroup

1. Select the respective workgroup and click Edit.

2. Delete a member by selecting it (hold the Ctrl key to make multiple selections) and then clicking Remove.

3. Save the workgroup

Hint

Please note that at least one member must remain in the list.

Remove the workgroup

1. Select the respective workgroup and click Delete.

2. Confirm the question Do you really want to delete the team? by clicking OK.

Examples

The support team would like to be able to pick up each other’s calls. This requires creating a Workgroup called Team colleague.

Have you found an mistake on this page?

Please send us a hint about this error by mail to doku@c4b.de. Thank you very much!