Director / Secretary configuration scenario


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<span class="page-title-pdf">Director - Secretary configuration</span>



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This document explains how to set up a Boss / Secretary configuration. This scenario is especially useful for big enterprises and public administration with complicated hierarchy. For smaller companies, consider configuring a Director-Secretary Switch

Created: October 2018

Updated: May 2019

Permalink: https://confluence.wildix.com/x/xYHIAQ

Configuration scenario

Configuration 

Step 1. Add secretaries to whitelist so that they can always reach the boss

Edit the procedure used for placing calls (users by default):


Step 2. Create a dedicated Diaplan for other bosses so that they can always reach the boss

Create a new procedures, e.g. users_bosses and add a rule which adds bosses to whitelist:

Assign this procedure to bosses in WMS → Users → Edit (user) → Dialplan

Step 3. Edit Call features of the boss to reject all calls except for the whitelist

You can do this configuration either in Collaboration Settings → Features or in WMS → Users → Edit preferences → Features for the boss's extension (118 in our example):

Step 4. Add BLF keys for the secretaries to monitor the calls of the boss

You can do this configuration either in Collaboration Settings → Function keys or in WMS → Users → Edit preferences → Settings for the secretaries' extensions (1338, 1339 in our example):


Note: It it possible to set a ringtone to be played instead of a beep for BLF keys audio notification in WMS 4.01. Consult Provisioning Custom Settings for details.


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