Filtering the phone directory by business group

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

This recipe includes the following tasks:

1. Creating a business group
2. Filtering phone directory contacts by business group
3. Defining a business group user privilege
4. Assigning the user privilege to an extension
5. Verifying the phone directory in the FortiVoice user portal

The business group option is available when you are using the following models and settings only: FVE-500E, FVE-500F, FVE-1000E, and larger models only Under Phone System > Setting > Miscellaneous, go to Business Group and select Automatic, and click Apply.

Business groups introduce an abbreviated extension number dialing for phone users in the same logical group. As an example, lets use an organization where employees are located in three different offices (locations 1, 2, and 3). Each location uses a different prefix code (11, 12, 13) but the same numbering pattern (XXX). Therefore, extensions in location 1 can be 11801, 11802, 11803, and so on. Extensions in location 2 can be 12801, 12802, 12803 and so on. Extensions in location 3 can be 13801, 13802, 13803, and so on.

When phone users in location 1 want to reach an extension in the same business group (location 1), they can dial the abbreviated extension (such as XXX) instead of the full extension number (11XXX).

When phone users in location 1 want to reach an extension in another business group (such as location 2), they dial the full extension number (such as 12XXX).

Creating a business group

1. Go to Extension > Group > Business Group.
2. Click New.
3. Enter a Name for the group. For example, Sales.
4. Enter the Abbreviated prefix code for the group. You can select digits from 0 to 9. The allowed length is from 2 to 8 digits. For example, 11.
5. For Abbreviated dialing pattern, enter the pattern by following the extension number pattern. For example, XXXX matches any four-digit number.
6. To enter notes for this group, go to Description and click .
7. Click Create.

Filtering phone directory contacts by business group

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

   

3. Click Apply.

Defining a business group user privilege

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

   

5. Click Create.

Assigning the user privilege to an extension

1. Go to Extension > Extension > IP Extension.
2. Double-click the extension that you want to edit. Using our example, you would select an extension with a 11XXXX pattern.
3. Under User Setting, select the User privilege. For example, BusinessGroup.

   

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 specified business group only.

1. Using an extension from the business group, 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 business group.