Groups

The groups in estos UCServer can be used as pure "user group" and additionally as "collective group".

User groups are used to group users and to assign rights together.
The administrator defines which authorizations the group members have against each other. In addition, they can define a group leader and optionally a deputy who can have additional authorizations.

Hunt groups distribute an incoming call to the specified number to all members.
To be able to use a group as a "call group", it must be activated for ProCall.

General

  • Group name
    In addition to displaying the group name, it is possible here to define a group line and its rights towards the group members,
  • Head of group / deputy
    The group leader and their (optional) deputy have a superior role in the group but only in that they can be granted extended authorizations to the group members.
    The users entered here do not have to be group members.
    If a group leader is defined, the authorization field in which the authorizations can be defined appears.
  • Group settings active
    If the group settings are active, all settings apply for the members of the group. The group settings have no influence if they are deactivated. This setting does not change the status of the user profiles (active / inactive).
  • Call Group
    If the group is activated as a "collective group", the following settings are available, depending on the available licenses:
    • Disabled
      Default when the function is disabled
    • SIP-Softphone (im UCServer)
      Incoming calls to the group are distributed by the estos UCServer to the SIP lines of the members.
    • Voice Services
      The call group is managed in the ProCall Voice Services.

Services
Which software and functions the group users may use is defined here. If you allow a function in the group it applies for all group members. If you do not allow a function in the group this does not mean it is disabled for all group users - the user's individual settings are then used.

Field Value
Configure user profile personally If this option is activated the user may change settings relevant for the server themselves from within estos ProCall
Start chat If this option is activated the user may send text messages to other users.
Softphone, audio chat If this option is activated, the user is allowed to use audio chat and softphone with other users.
Softphone, audio/video chat If this option is activated, the user is allowed to use softphone, audio chat and video chat with other users.
Accept screen sharing requests If this option has been enabled, the group users may only use scree sharing features when they have been invited to do so by other users.
Initiate screen shares If this option has been enabled, the group users may independently share their screen with other users as well as invite other users to share screens.
Send SMS If this option is activated the user may send text messages as a SMS.
The SMS dispatch must also be configured.
Record calls If this option is activated the user may use the call recording function.
The call recording must also be configured.
Use phone books If this option is activated, the user is allowed to use phone books. The respective license regulations of the phone book manufacturers are to be followed. Phone books are linked via the estos MetaDirectory.
Use apps If this option is enabled, the user is allowed to use the mobile apps. The setting can be changed only if this right has not already been assigned in the global permissions.
The group’s journal will be visible to the group leader. If this is option is activated, the group leader (and his deputy) can view the journal of all group members, except calls marked as "private".
The group’s journal will be visible to the whole group. If this option is activated, all members can view the journal of all group members, except calls marked as "private".
Journal entries may be modified If group members are allowed to see the each other’s journal entries, they will also be allowed to modify the entries with this additional option.
The group’s users will be displayed on the member’s monitor. If this option is activated a special display group which contains all group members is visible for group members in their client monitor. The user cannot change this display group. It contains all users from all groups of which the user is a member and who have activated this option.
Business card visible for anonymous users If this option is enabled, the user contact information is visible via the business card of the webservice.
Portal group If this option is enabled, members of the group can be displayed in the Portal of the web service.
LiveChat advisor group The members of this group use LiveChat as an advisor workstation and are publicly accessible for selected applications (e.g. Widget of Web Service).

Members
The group members are listed here and can added to or removed.
If Active Directory® is being used as the user management system, the P flag in the Type column will indicate that this group is the primary group of users. The primary group assignment cannot be configured here.

Authorizations
Here the authorizations can be set for the group members to each other. A predefined menue simplifies the authorizations settings into several levels. Depending on the authorisation level for the group a predefined rights setting is given regarding access to information like presence, calendar, primary and secondary lines states. The predefined settings can be changed by checking or un-checking rights-related checkboxes. In this case the authorisation level is set to 'special'.

Monitor groups
The contents of the Monitor and the Favorites can be specified here. Thus to each member of the group the members (activated for ProCall) of the registered group are shown automatically in a "ProCall group" of the Monitor and/or the Favorites. For the user, the administrative groups are marked with a padlock symbol and cannot be custom-populated with contents.

Keys
Here, the members of this group can be given "keys" with phone numbers and speed dials in the montitor and/or the favorites.

Version 8