Workgroups

Groupings of extensions with shared visibility, allowed call-control actions, and supervisors. Members on the Live Panel only see other members within their groups.

+ Create Workgroup

💡 Workgroups define who-sees-whom and what-they-can-do on the Live Panel. Assign admins to a workgroup on the Workgroup Administrators page.

Workgroup	Visibility	Allowed Actions	Supervisors	Members	Actions
📍 Main — Front Desk Reception + triage nurses	Members see each other + supervisors	DialTransferXFER VMMonitorParkPause	301 Grace Lee	6	Edit Members Delete
📍 Main — Clinical Doctors + MAs	Members see own group only	DialTransferXFER VMPark	201 Dr. Patel	8	Edit Members Delete
📍 Main — Billing Desk On-site billing staff	Members see billing + corp.	DialTransferMonitorCoachPark	401 Patricia Hughes	3	Edit Members Delete
📍 Surgery — Intake Pre-op scheduling	Members see own group + OR	DialTransferXFER VMPark	131 Dr. Reyes	4	Edit Members Delete
📍 Surgery — OR Team Surgical staff	Members see own group	DialTransferParkHangup	131 Dr. Reyes	5	Edit Members Delete
📍 Billing — Collections AR + collections agents	Members see billing + corp.	DialTransferMonitorCoachPauseKick	401 Patricia Hughes	4	Edit Members Delete
📍 Billing — Insurance Insurance verification	Members see billing + corp.	DialTransferXFER VMParkPause	402 Marcus Chen	3	Edit Members Delete
🏢 Acme Medical Group (Corporate) Top-tier rollup	Sees every group across all locations	All actions including KickMuteUnmuteLock	Top-tier QA Team	26	Edit Members Delete