Organization management module / Assign lines that have no client organization yet |
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Assign lines from a provider organization to a client organization. |
The Organization Management module allows you to assign lines from a source organization such as provider organization or accounts to a client organization such as Guggenheim Museum.
The list of source organizations is available via the button
This screen allows you to assign one or more lines from the source organization (provider accounts) to a node in the target organization (client organization) either by drag and dropping or via the actions menu.
1. Assigning lines by drag-and-drop. On the left choose the provider account (organization). They lines will show up. Click on the lines you would like to assign; On the right click on the node of your interest in the client organization (Bilbao) in this case. Drag and drop the lines from eft to right.
- You can now see the lines in the right window, which is the client organization. The chain icon on the left side, highlighted in orange, indicates that the lines are assigned to a client node.
2. Assigning lines through the menu. Click on the "more menu" button or the three vertical lines to the right of the phone line in the provider organization on the left of the screen.
Then click on "associate line to the node Bilbao". You will see that:
(1) mytem confirms in the upper right corner (operation complete message).
(2) the phone line is added to the right side of the screen, the client organization.
(3) the phone line in the provider organization now has the chain icon .
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