Using the Organizational Access tab at the Security tab, an Administrator can specify a combination of people and organization levels a person can access, as well as types of e-mailed organizational reports. The top half of the Organizational Access tab is for performing a search and displaying the results, and the bottom half displays the organizational levels and people the person you are editing will have access to.
In order to assign a security level and a reports list to this person, you must first perform a search.
In the Search for drop-down list box, select the level you want to search in, a person’s name or object (extension, auth code, or calling card number).
In the adjacent text box, type in the search string related to the selection in the list box.
Click the Search button and the results will display in the Search results grid.
Once a search is performed and the search results are displayed, they may be added to the Security/Auto Mail list. In this process, two things are accomplished:
The person will have access only to those organizational levels or people in the list.
The person will be able to receive organizational reports via e-mail according to the organization level specified. To this end, it is necessary to have an e-mail address specified and the Exclude from auto mail list check box not be selected for the person to receive a report.
To add a search result to the Security and/or Auto Mail Access list, follow these steps:
Select the result in the Search result grid.
Click the Add button.
Select it in the Security/Auto Mail list and click the Remove button.
Click the Reset all access button.