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User Groups ­ Overview | AT&T Office@Hand
Article #9228

This article provides an overview about the User Group feature. The RingCentral User group feature associates users based on the organization’s hierarchy. Administrators can create User groups and assign who gets to manage the group. They control who gets access to view or create User groups. Group managers are responsible for managing and modifying the group members’ settings as allowed by the Administrator. They can access and customize the group’s Reports, as well as view the Call Log of each User group member.

User Groups ­ Overview | AT&T Office@Hand

The AT&T Office@Hand User groups feature associates users based on the organization’s hierarchy. Administrators can create User groups and assign who gets to manage the group. They control who gets access to view or create User groups. Group managers are responsible for managing and modifying the group members’ settings as allowed by the Administrator. They can access and customize the group’s Reports, as well as view the Call Log of each User group member. 

Super Admins, User Admins, and any other User with correct permissions can create and assign members to a User group. Several User groups can be created as required for your organization. A flat, non-nested group structure is currently supported. Users may belong to multiple groups. For example, a director with 2 team managers (and their team members) will need to have 3 User groups created: one group for each of the team managers and an overall group for the director that includes both team managers.

IMPORTANT: When a User is assigned to be a User Group manager, the User automatically inherits certain permissions that work in combination with the role assigned to the User.

Check Office@Hand: User Roles and Permissions for more information.

Key Features and Benefits

  • User groups facilitate the organization of custom groups under an assigned Group manager.
  • Allows Users to belong to multiple groups.  
  • Group managers can access and modify all the group members’ User Details. 
  • Group managers can view the group members’ Reports data and Call Log.  

Availability

This feature is available to Office@Hand Premium and Enterprise editions.

Limitations

  • A Group manager must also be a member of the group.
  • There can only be one Group manager.  
  • A User group must have at least 1 member. 

This article discusses the responsibilities of Administrators as related to User groups. Click on links below to learn more:

See Also

Office@Hand: Managing User groups shows how Group managers can log in to the Office@Hand Online account to access or manage User groups.

Creating a User group on the Office@Hand Online account

Creating a User group involves adding members to the group and assigning a Group manager who can modify the members’ settings and view their Call Logs and Reports. The User groups option in Templates can help simplify the assignment of Users to User groups. 

IMPORTANT: When a User is assigned to be a User Group manager, the User automatically inherits certain permissions that work in combination with the role assigned to the User. You may review Office@Hand: User Roles and Permissions for more information.

Follow the steps below to create a User group:

  1. Log in as an Administrator to your Office@Hand Online account.
  2. Go to Users > User Groups.
  3. If you are creating a User group for the first time, click Create.
    Otherwise, click New Group if User group/s already exist.
  4. Describe User Group: Provide a Name for your group. Entering a Description will help you identify the group on the list later on. Consider including information about the permission or types of users in the group.
    Click Next.
  5. Add Members: Check the User/s that need to be added as member/s of the User group.
    Click Next.
  6. Select Group Manager: Select the Group manager from the list. Click Done.
    A notification window appears after the User group has been created.
    Click the X button to close the window.

User Groups Frequently Asked Questions

  1. How many managers can there be per group?

    Current functionality only supports one Group manager per User group.

  2. Can we have nested groups?

    At this time only a flat structure is supported. So, if a manager has two team managers (and their team members) reporting to the manager we’ll need to create 3 user groups. Each team manager to have their own and the overall manager could manage a group with everyone in there.

  3. Do I need to update roles or permissions for the User Group manager?

    No. When a user is assigned to be a User Group manager, the user automatically inherits some permissions. This is done by way of a secondary role that is in effect in the background and cannot be modified by the Administrator. This works in conjunction with the role assigned to the User in the user administration section.For your reference, you may review the list of Office@Hand User Roles and Permissions.

  4. Which role wins?  If the primary role has more permissions than the group manager role, what happens?

    The Group manager’s existing role (as Super Admin, User Admin, etc) combines with his role as a Group manager. You must ensure that his existing role has the right permissions as needed so that his User access is controlled. You can review and modify his User role through the Office@Hand Online Account if necessary.

See Also:

Office@Hand: User Templates 
Office@Hand: Managing User groups  
Office@Hand: User Roles and Permissions  

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