How to: Configure HUD Permissions

Note: This feature is available only for customers who selected the Professional/Enterprise Edition or Call Center Edition products. If you have Standard Edition, please proceed to STEP 3 below.

The “Rights” assigned to each extension determine what the user of that extension number is able to do within the software. You may configure the rights by groups of extensions using the “groups” submenu under the “Extensions” tab in the Foanlity PBX Admin Interface.

Understanding Rights

Rights are controlled on a group basis. Extension numbers belong to groups. While we have provided some default groups, we suggest you create groups that represent the logical groupings in your company (sales, support, managers, etc.). Once you define your own groups, and add extensions (users) to them, you can then assign the rights for each group so that the members of the group get the rights.

There are two types of HUD rights:

Group-to-group rights can be confusing, so take some time to look at them carefully to understand what they are doing. HUD rights give you the flexibility to prevent those users from performing actions or seeing information that you feel may not be appropriate for them. For example, you probably want to restrict who can record the CEO’s calls.

Example Configuration

In this example we have a simple company with a support and sales department, with respective managers. The company also has a receptionist. For simplicity, this example uses extension numbers to represent people.

The following is a breakdown of the people in the company and their position.

1. Create all of your groups

   1. Create a rights group called “Support” and add extensions 7400, 7401, and 7402 to the “Users in Group” box and click “Add Rights Group” at the bottom of the page.

   2. Create a rights group called “Sales” and add extensions 7600, 7601, and 7602 to the “Users in Group” box and click “Add Rights Group” at the bottom of the page.

   3. Create a rights group called “Support Manager” and add extension 7004 to the “Users in Group” box and click “Add Rights Group” at the bottom of the page.

   4. Create a rights group called “Sales Manager” and add extension 7006 to the “Users in Group” box and click “Add Rights Group” at the bottom of the page.

   5. Create a rights group called “Reception” and add extension 7000 to the “Users in Group” box and click “Add Rights Group” at the bottom of the page.

2. Add rights to each group

   1. Now that your groups are created, it’s time to assign rights to them. The first right we want to apply will allow managers to see, barge and record calls only from their own department. We will also allow managers to record their own calls. We will allow the receptionist to see all extensions in the company and transfer calls to them. We also want each person from the sales and support department to see everyone in their department and be able to transfer calls to them, including their manager. Members of each department will be restricted from seeing any details about their manager’s calls.

3. Edit the “Support” group.

   1. In “HUD self-rights” add “Transfer call from my extension” to “Current Self Rights”.

   2. In “HUD group-to-group rights #1” add “See other’s extensions”, “Show other’s call detail”, “Show other’s call state”, “Transfer to other’s extension”, and “Transfer call to VM” to “Current HUD Rights”. Then add “Support” to “Current Groups”.

   3. In “HUD group-to-group rights #2” add “See other’s extensions”, “Show other’s call state”, “Transfer to other’s extension”, and “Transfer call to VM” to “Current HUD Rights”. Then add “Support Manager” to “Current Groups”.

   4. Click “Update Rights Group” at the bottom of the page.

4. Edit the “Sales” group.

   1. In “HUD self-rights” add “Transfer call from my extension” to “Current Self Rights”.

   2. In “HUD group-to-group rights #1” add “See other’s extensions”, “Show other’s call detail”, “Show other’s call state”, “Transfer to other’s extension”, and “Transfer call to VM” to “Current HUD Rights”. Then add “Sales” to “Current Groups”.

   3. In “HUD group-to-group rights #2” add “See other’s extensions”, “Show other’s call state”, “Transfer to other’s extension”, and “Transfer call to VM” to “Current HUD Rights”. Then add “Sales Manager” to “Current Groups”.

   4. Click “Update Rights Group” at the bottom of the page.

5. Edit the “Support Manager” group.

   1. In “HUD self-rights” add “Transfer call from my extension” and “Record my calls” to “Current Self Rights”.

   2. In “HUD group-to-group rights #1” add “Barge”, “Record other’s calls”, “See other’s extensions”, “Show other’s call detail”, “Show other’s call state”, “Transfer to other’s extension”, and “Transfer call to VM” to “Current HUD Rights”. Then add “Support” to “Current Groups”.

   3. Click “Update Rights Group” at the bottom of the page.

6. Edit the “Sales Manager” group.

   1. In “HUD self-rights” add “Transfer call from my extension” and “Record my calls” to “Current Self Rights”.

   2. In “HUD group-to-group rights #1” add “Barge”, “Record other’s calls”, “See other’s extensions”, “Show other’s call detail”, “Show other’s call state”, “Transfer to other’s extension”, and “Transfer call to VM” to “Current HUD Rights”. Then add “Sales” to “Current Groups”.

   3. Click “Update Rights Group” at the bottom of the page.

7. Edit the “Reception” group.

   1. In “HUD self-rights” add “Transfer call from my extension” to “Current Self Rights”.

   2. In “HUD group-to-group rights #1” add “See other’s extensions”, “Show other’s call detail”, “Show other’s call state”, “Transfer to other’s extension”, and “Transfer call to VM” to “Current HUD Rights”. Then add “Sales”, “Support”, “Sales Manager”, and “Support Manager” to “Current Groups”.

   3. Click “Update Rights Group” at the bottom of the page.