iPECS Cloud – Customer Group Setup

1. Version Information

2. Document Purpose & History

This document is intended to provide the reader with the necessary steps to setup Customer groups on the iPECS Cloud portal.

iPECS Cloud – Customer Group Setup

Note: The customers must be on the same CM for this to be enabled.

There are two ways of setting up a customer group.

1- For existing customers, you will need to check which CM the customer is under. 

This can be done in the Customer Info. In the CM ID field, you will see the CM number.

If the CM number is the same, for the customers you would like to be in the same group, then you will need to request Pragma to group these customers together.

2 – For new customers, in the Reseller Portal > Customers go to Customer Group.

Click on Add.

Give this Customer Group a name and save.

Then, when you are creating a new customer, click the ‘Select Group’ button.

The customer group window will display. There you can see the customer groups you have created.

To view the customers currently within a group, select the group and then click the Group Details button.

To add this new customer to a group, select the tick box next to the group name and then click save.

The group is now set up.

Within the Customer Manager portal go to the Company Group menu.

Within this menu you will need to configure the Customer Access Code so that other customers can be dialled – this number must be unique to this customer.

Click modify and set the customer access code for the customer you are currently logged in to.

 To call an extension on another customer within the customer group, the user needs to dial the customer access code + extension number.

When dialling internal extensions on the same customer, only the extension number needs to be dialled.

Note: It is not possible to seize other customers’ trunks.