Add Users to Organizations

Once your organization tree is in place, the next step is to populate its departments with users. You can either move extensions you have already created into a department or create fresh extensions inside one. Both approaches start from the same place in the management portal.

Sign in to the management portal and go to Extension and Trunk > Extension > User.

Assign existing extensions to a department

Use this method when the extensions already exist and you simply need to slot them into departments. Bulk Edit lets you update several extensions at once.

1. In the organization tree on the left, select the root organization so that every extension appears in the user list.

2. In the user list, tick the checkbox beside each extension you want to move, then click Edit.

3. Under User Information, enable the Bulk Edit checkbox for organizations and choose the department (or departments) the selected extensions should belong to.

   Caution

   With Bulk Edit enabled, the department you pick is applied to every extension you selected in step 2. Confirm that only the intended extensions are ticked before you save, otherwise you could move the wrong users into the department.

4. Click Save, then Apply.

Create a new extension inside a department

When you are onboarding someone who does not yet have an extension, you can create it directly within the target department so the assignment is handled for you.

1. In the organization tree, click the department the new user should join.

2. Click Add, then choose Add to create a single extension.

3. Fill in the extension settings as needed.

   Note

   The Organization field is filled in automatically with the department you selected, so you do not need to set it manually.

4. Click Save, then Apply.

Confirm the assignment

Your users now belong to the departments you specified. Click any department in the organization tree to review its members.

Note

By default, selecting a department shows every user beneath it, including those in its sub-departments. To limit the list to people who belong to that department directly, tick Check Only Direct Members.