View or Change a Member's User Type Across Multiple Groups

An extension group is a set of extensions that administrators manage together. When one person belongs to several extension groups, they may hold a different role in each. Rather than opening each group in turn, you can inspect and adjust all of an extension’s user types from the extension’s own settings. This page walks through both tasks.

View a member’s user type in every group

1. In the PBX (private branch exchange, your hosted phone system) web portal, open Extension and Trunk > Extension, then click the edit icon () next to the extension you want to check.

2. On the User tab, scroll to the Permission Configuration section. Every group the extension belongs to is listed here, and the User Type column shows the role the member holds in each one.

   Note

   This section lists only the groups the extension is already a member of. If a group is missing, the extension has not been added to it yet, so there is no role to view or change here.

   

Change a member’s user type in one or more groups

Caution

Manager and User permissions are defined per group, so the same role can carry different access from one group to the next. Confirm you are editing the correct group before you change anything.

1. In the PBX web portal, open Extension and Trunk > Extension, then click the edit icon () next to the extension.

2. On the User tab, scroll to the Permission Configuration section and update the role for a group: a. Click the edit icon () next to the group you want to change. b. Choose a role from the User Type drop-down list:

   • Manager or User grants the member the full set of permissions defined for that role.
   • Custom lets you select individual permission checkboxes, so you can grant only the specific permissions this member needs.

   c. Click Confirm.

3. Repeat step 2 for any other groups whose roles you want to adjust.

4. Click Save.

Note

Confirm only stages a group’s new role on this screen; nothing is applied until you click Save. If you leave the page before saving, your changes for every group are discarded.

The member’s roles and permissions are updated in each group you changed.