Enable or Disable Organization Management

Organization Management lets you arrange extension users into a department hierarchy that mirrors your company. Whether it fits your needs depends on how you plan to structure your account, so the feature can be switched on or off at any time.

Enable Organization Management

Turning on Organization Management is the first step toward grouping extension users into departments.

Note

This feature requires Cloud Voice version 84.7.0.17 or later.

1. Sign in to the PBX (Private Branch Exchange) web portal and open PBX Settings > Preferences.

2. Switch on Organization Management.

   

3. In the Company Name field, type your company’s name. This becomes the root of your organization.

   Note

   If you have already defined your company information, the company name you saved there is filled in automatically.

4. Click Save, then Apply.

Organization Management is now enabled.

Next step: Create departments.

Disable Organization Management

Caution

Disabling this feature changes how extensions appear and removes access to any features granted at the organization level (see the results below). Confirm no team relies on those settings before you turn it off.

1. Sign in to the PBX web portal and open PBX Settings > Preferences.

2. Switch off Organization Management.

   

3. Click Save, then Apply.

Organization Management is disabled. This changes how extensions appear and what they can access:

• The organizational tree and its configuration pages no longer show in the PBX web portal, and extension users are listed by extension group in the Cloud Voice App.
• Extension users lose access to any features that were granted at the organization level.