Manage Organizations

Your company structure rarely stays still. As teams grow, merge, or shift reporting lines, you can reshape the departments in Cloud Voice to match. This page covers the everyday maintenance tasks for your organization tree: renaming a department, moving it under a different parent, changing its display order, and deleting departments you no longer need.

All of these tasks live on the same screen. Sign in to the PBX (Private Branch Exchange, your phone system’s admin console) web portal and go to Extension and Trunk > Extension > Organization.

Rename a department or change its parent

1. Locate the department you want to change and click the edit icon next to it.
2. In the window that opens, type a new name for the department, choose a different parent organization layer, or both.
3. Click Save.

Reorder departments

The position of each department controls where it appears in the tree.

Note

Reordering only changes where a department is displayed. It does not move any extensions or change the features a department grants.

1. Click the more icon beside the department.
2. Choose Move Up or Move Down until the department sits where you want it.

The new order is reflected everywhere the tree is shown, including the PBX web portal and the Cloud Voice App.

Delete departments

Caution

• A department that still contains sub-departments cannot be removed. Delete the sub-departments first, then delete the parent.
• Deleting a department does not delete the extensions inside it. Those extensions do, however, lose access to any features that were granted through the department. Any extension that belonged only to a deleted department is moved into the root organization.

1. Select the checkbox for each department you want to remove, then click Delete.
2. In the confirmation window, click OK.