Set up Organizations

An organizational structure lets you arrange extensions to match how your business is actually run, which keeps directories tidy and makes it easier for people to reach the right colleagues. This page walks you through turning the feature on and building out your departments.

Capacity limits

The number of departments you can create scales with the size of your system, while the depth of the hierarchy stays the same regardless of extension count.

Total extensions (N)	Department layers	Departments
N ≤ 50	15	50
50 < N ≤ 200	15	200
N > 200	15	500

Caution

The department cap is a hard limit set by the number of extensions on your system. Once you reach the maximum for your tier (500 departments at most), you cannot add more until you either free up departments or grow the system. Plan your hierarchy with that ceiling in mind.

Before you begin

Your system must be running Cloud Voice version 84.7.0.17 or later.

Step 1: Turn on Organization Management

1. Sign in to the Cloud Voice web portal and go to PBX Settings > Preferences. PBX stands for Private Branch Exchange, the business phone system you are configuring.

2. Switch on Organization Management.

   

3. In the Company Name field, type your company’s name. This becomes the top-level (root) organization that everything else hangs beneath.

   Note

   If you have already recorded a name under Set up Company Information, it is carried over here automatically.

4. Click Save, then Apply.

Step 2: Build your departments

1. Go to Extension and Trunk > Extension > Organization. Your root organization, named after your company, appears at the top of the tree.

   

2. Click next to the root organization.

3. In the dialog that opens, fill in the fields below and click Save.

   

   • Department Name: A name for the new department.
   • Parent Organization Layer: Prefilled with the root organization.

Result

Your department is now in place. Repeat the steps above to add more departments; each time, the parent organization is filled in for you rather than chosen by hand.

Tip

If you would rather pick the parent for each new department yourself, click Add to create departments instead.

By default, everyone sees every department in the Cloud Voice App. To hide specific departments from certain users, see Set up Extension Visibility.

What to do next

Add Users to Organizations to place your extensions into the departments you just created.