Creating and Managing Groups in the Fax Application
Create a group
A group line allows all its assigned users to send and receive faxes. Those faxes will show across the users’ accounts.
Creating a group is an Administrative function and would require having either an admin or manager account. A group works similarly to an account when it comes to sending and receiving faxes. Only existing accounts can be added to a group while its being created, however, adding a group to any new account is a simple task that can be done at any point.
To create a group, click on the company name drop down and select “Accounts and Groups”.
Next, select the +NEW GROUP button.
Input the information to name your group, assign a number to the group from your inventory if available or provision one by selection "Purchase Number”. Next, decide the level of compliance that you want applied to this group.
In the next step you'll add the members of your team that should be included in this group.
Once added, you'll be given a chance to review the selections you made (both of phone number as well as group members) then click Submit.
When the flow has been completed it will generate a new group and add the line to each of the selected accounts.
In the future in any new user needs to be added to the group you will be able to add the group when creating the new user.
If an existing user needs to be added to the group, simply click on the user which will trigger a window to pop up on the right-hand side. At the bottom of the window click on EDIT ACCOUNT.
All existing groups will be shown under the groups window and allow you to select or unselect them. Once you selected the desired group click on SAVE CHANGES and exit out of the window. The account will automatically be added to the group.