Configure manager/assistant groups

This article allows resellers to configure manager/assistant groups in a Cloud PBX.

A manager/assistant group consists of one manager and one assistant.

The manager/assistant group allows an assistant to filter and pick up calls intended for the manager, and handle them on behalf the manager. According to his/her choice, the manager can receive calls, be notified only, and activate/deactivate call filtering by the assistant (from his/her deskphone only).

Any company member with an internal extension number and a telephone device can be configured as manager or assistant.

Creating a manager/assistant group

1. From the Rainbow administration interface, click on Customer companies at the bottom of the left panel.
2. In the customer list, click on the name of the customer company associated to the target Cloud PBX.
3. In the left panel, click on Communication.
4. In the right part of the window, click on the Groups tab.
5. Click on Create.
6. In the Name field, enter the name of the manager/assistant group.
7. In the Type field, select Manager/ Assistant.
8. Click on Next.
9. Enter the first letters of the manager name or email address and select the member of your choice in the list of matching entries, and click on Add manager.
   
   
   
10. Click on Apply.
11. Enter the first letters of the assistant name or email address and select the member of your choice in the list of matching entries, and click on Add assistant.
12. Click on Apply.
    The manager/assistant group is created and displayed in the group list.

Modifying a manager/assistant group

1. From the Rainbow administration interface, click on Customer companies at the bottom of the left panel.
2. In the customer list, click on the name of the customer company associated to the target Cloud PBX.
3. In the left panel, click on Communication.
4. In the right part of the window, click on the Groups tab.
5. Click on the target manager/assistant group and select the Members tab.
6. To modify a member of the manager/assistant group: 
   1. Move your mouse over the target member to modify, click on , and select Remove member.
   2. Enter the first letters of the name or email address of the new member, and select the member of your choice in the list of matching entries.
   3. According to configuration, click on Add assistant, or Add manager.
7. Click on Apply.

Example of manager/assistant group configuration:

Deleting a manager/assistant group

1. From the Rainbow administration interface, click on Customer companies at the bottom of the left panel.
2. In the customer list, click on the name of the customer company associated to the target Cloud PBX.
3. In the left panel, click on Communication.
4. In the right part of the window, click on the Groups tab.
5. Move your mouse over the target manager/assistant group, click on , and select Remove group.
6. Click on Remove.
   The manager/assistant group is deleted from the group list.