Filtering the phone directory by department

FortiVoice allows you to filter the phone directory by department. When users in your organization access the phone directory, they will see entries for their own department only.

This recipe includes the following tasks:

1. Creating a department

2. Filtering phone directory contacts by department

3. Defining a department user privilege

4. Assigning the user privilege and department to an extension

5. Verifying the phone directory in the FortiVoice user portal

The FVE-20E2 and FVE-50E6 models do not support this recipe.

Prerequisite

In this recipe, you edit an existing extension. For more details about creating an IP extension, see Configuring extension settings.

Creating a department

1. Go to Extension > Group > Department.
2. Click New.
3. Enter a Name for this department. For example, Marketing.
4. Click Create.

Filtering phone directory contacts by department

1. Go to Phone System > Setting > Miscellaneous.
2. Under Directory, go to Include subdirectory and enable Department.

   

3. Click Apply.

Defining a department user privilege

1. Go to Phone System > Profile > User Privilege.
2. Click New.
3. Enter a Name for this user privilege. For example, Department.
4. Under Directory, go to Directory/subdirectory and select Department.

   

5. Click Create.

Assigning the user privilege and department to an extension

1. Go to Extension > Extension > IP Extension.
2. Double-click the extension that you want to edit.
3. Under User Setting, update the following fields:
   1. Select the User privilege. For example, Department.
   2. Select the Department. For example, Marketing.

      

4. Click OK.
5. To edit additional extensions, repeat steps 2 to 4.
6. If you want to edit multiple extensions at the same time, see the Editing extension management settings section in Managing extensions.

Verifying the phone directory in the FortiVoice user portal

Access the FortiVoice user portal to verify that the phone directory is showing extensions included in the specific department, in this case, Marketing.

1. Using the extension from the previous section, log in to the FortiVoice User Portal.
2. Click Contact.
3. Select Directory.
4. Make sure that the list shows the extensions that you selected for the assignment of the user privilege and department.
5. Go to the Department column.
6. Make sure that this column shows the configured department only.