# Dial groups management

The module allows you to organize employees into groups and flexibly manage their permissions: block international calls, allow internal calls only, assign personal routes or CallerID. Full group isolation is supported — employees will only be able to call within their own group.

### Installation and module overview

1\. Go to "**Module marketplace"** -> "[**Marketplace**](https://docs.mikopbx.com/mikopbx/english/manual/modules/pbx-extension-modules#marketplace)**"**. Install the **"Manage call groups"** module.

<figure><img src="https://835495363-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZ8acWnNlSalIHQjMFu1%2Fuploads%2FiUOhEsqvr5UclCA9lZ3n%2FmanageCallGroupsModule.png?alt=media&#x26;token=7dc208a7-a9a0-49bf-b611-efc7131166da" alt=""><figcaption><p>"Manage call groups" module in the Marketplace</p></figcaption></figure>

2\. Go to "**Installed modules"** section. Enable the module and open its settings.

<figure><img src="https://835495363-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZ8acWnNlSalIHQjMFu1%2Fuploads%2F2Vs8S0ofowm4rmOFAY53%2FInstalledModules-manageCallGroups.png?alt=media&#x26;token=0ff110c1-cdba-4d83-a42e-3a84df66bbe1" alt=""><figcaption><p>"Installed modules" section. Opening module settings.</p></figcaption></figure>

In the "**Dial group list"** section you can see all existing groups. You can also set a default group here — all newly created employees will be added to it automatically. If needed, a group can be selected manually when creating an employee.

<figure><img src="https://835495363-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZ8acWnNlSalIHQjMFu1%2Fuploads%2FSpy2gbMMjBDyfNxnWGK8%2FdialGroupListTab.png?alt=media&#x26;token=15126c10-8204-499d-915f-77d7b58444d3" alt=""><figcaption><p>"Dial group list" tab</p></figcaption></figure>

In the **"Extensions"** section you can see all employees and which group they belong to.

<figure><img src="https://835495363-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZ8acWnNlSalIHQjMFu1%2Fuploads%2FpkA1rFrVzTNonZdKFCTG%2FdialGroupMngmntExtensions.png?alt=media&#x26;token=c42f0eaa-a42d-4c7b-bcba-9b5728bcf6b5" alt=""><figcaption><p>"Extensions" tab</p></figcaption></figure>

### Creating a new group

1. To add a new group, go to the "**Dial group list"** tab and click "**Create dial plan"**.

<figure><img src="https://835495363-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZ8acWnNlSalIHQjMFu1%2Fuploads%2FcFDRI3q1loqFqnsFyLQ3%2FcreateNewCallGroupBtn.png?alt=media&#x26;token=74c53d13-ce2c-4841-a3b8-7ab61071ee43" alt=""><figcaption><p>"Create dial plan" button</p></figcaption></figure>

2. Specify the basic parameters for the new group:

* **Group** — any name, for example "Marketing Department".
* **Description** — a brief note, for example "External calls allowed through Telnyx only". Helps quickly identify the group's purpose later.

Click "**Save**".

<figure><img src="https://835495363-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZ8acWnNlSalIHQjMFu1%2Fuploads%2FoRTJTR9fKdzF3jdNVRvX%2FbasicGroupParameters.png?alt=media&#x26;token=56615eef-4ebc-4cd6-8535-2c7bdf23972c" alt=""><figcaption><p>Basic parameters for the new group</p></figcaption></figure>

3. On the "**Group staff"** tab, select the employees to include in the group.

<figure><img src="https://835495363-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZ8acWnNlSalIHQjMFu1%2Fuploads%2FuUac9JBYLR9B8cttZpDq%2FgroupStaffTab.png?alt=media&#x26;token=0b244d3f-5924-4d5e-b2b1-62e6e888c134" alt=""><figcaption><p>Adding employees when creating a new group</p></figcaption></figure>

4. Go to the "**Outbound routing rules"** tab. Here you can enable or disable available routes for the current group. For example, activate only the Telnyx route — then group members will only be able to call through it.

If needed, enter a number in the **Outbound Caller ID** field — this number will be shown to the recipient when calling through this route. If left empty, the default Caller ID from the provider settings will be used.

{% hint style="warning" %}
Not every provider allows CallerID substitution — typically only numbers belonging to the organization are permitted. The following formats are supported:

* `60177876453 <admin>`
* `60195229304`
* `60195223045 <60195223045>`

Check with your telecom provider which `FROM` header format (the `user` field) is supported.

If you need to use this feature, make sure to **disable** the **`fromuser`** field in the provider settings. This setting also affects the `FROM` header and has higher priority.
{% endhint %}

{% hint style="info" %}
If all routes are disabled, group members will only be able to make internal calls.
{% endhint %}

<figure><img src="https://835495363-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZ8acWnNlSalIHQjMFu1%2Fuploads%2FFuLxm7gbgBpe0EaWhGan%2FoutboundRoutingRulesTab.png?alt=media&#x26;token=83d04962-e2d2-4ca0-874c-4d1140827431" alt=""><figcaption><p>"Outbound routing rules" tab settings</p></figcaption></figure>

### Common use cases

#### **Allow internal calls only**

If your company has interns or employees who don't need to call external numbers, you can restrict their access to internal calls only.&#x20;

1. Go to the "**Dial group list"** module settings. Click "**Create dial plan"**. Set any name, for example "Internal Calls Only".

<figure><img src="https://835495363-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZ8acWnNlSalIHQjMFu1%2Fuploads%2FhAJNEZhDmg2JinGLs4Yi%2FonlyInternalCalls(General)-new.png?alt=media&#x26;token=26c61884-ecc7-4719-bf9f-9ed2a5c62810" alt=""><figcaption><p>General settings of the new group (internal calls only)</p></figcaption></figure>

2. On the "**Group staff"** tab, select the employees to include in the group.

<figure><img src="https://835495363-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZ8acWnNlSalIHQjMFu1%2Fuploads%2FuUac9JBYLR9B8cttZpDq%2FgroupStaffTab.png?alt=media&#x26;token=0b244d3f-5924-4d5e-b2b1-62e6e888c134" alt=""><figcaption><p>Selecting employees to add to the group</p></figcaption></figure>

3. On the "**Outbound routing rules"** tab, disable all routes — switch all toggles to the off position.

<figure><img src="https://835495363-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZ8acWnNlSalIHQjMFu1%2Fuploads%2FNokAMsLRsbCLiGGuoULm%2FOutboundRulesForGroup-AllOFF.png?alt=media&#x26;token=bdb5d6da-aa17-4b40-94f5-4e555d551058" alt=""><figcaption><p>Disabling all outbound routes for the group</p></figcaption></figure>

#### **Block international calls**

1. Go to the "**Dial group list"** module settings. Click "**Create dial plan"**. Set any name, for example "No international calls (only local)". <mark style="background-color:blue;">In this example, the providers for local calls are Megafon and Beeline. Telnyx will be used for worldwide (international) calls.</mark>

<figure><img src="https://835495363-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZ8acWnNlSalIHQjMFu1%2Fuploads%2FONu3ARkOvTCsF0EJiaGA%2FnoWorldwideCallsTemplate.png?alt=media&#x26;token=d0b2cc62-2262-44c3-9e43-0187b107d0a6" alt=""><figcaption><p>General settings of the new group (no international calls)</p></figcaption></figure>

2. On the "**Group staff"** tab, select the employees to include in the group.

<figure><img src="https://835495363-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZ8acWnNlSalIHQjMFu1%2Fuploads%2FuUac9JBYLR9B8cttZpDq%2FgroupStaffTab.png?alt=media&#x26;token=0b244d3f-5924-4d5e-b2b1-62e6e888c134" alt=""><figcaption><p>Selecting employees to add to the group</p></figcaption></figure>

3. On the "**Outbound routing rules"** tab, enable only local provider routes and leave the "**Telnyx**" international route disabled.

<figure><img src="https://835495363-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZ8acWnNlSalIHQjMFu1%2Fuploads%2FUtno6tRsMFbl94xnl8Vi%2FnoWorldwideCallsTemplate-OutboundRules.png?alt=media&#x26;token=b6ee47b5-bc8b-4b4e-9d51-696571f97f28" alt=""><figcaption><p>Outbound routing template with international calls blocked</p></figcaption></figure>

### Group isolation

After creating a group, go to **Group Settings** to configure isolation options. Two options are available:

* Isolate a group of employees.
* Isolate the pickup function.

#### **Isolate a group of employees**

This feature fully isolates the group from all other employees on the PBX:

* Group members can only call numbers within their own group.
* Employees from other groups cannot call the isolated group.
* Call pickup (`*8`) will only work within the group.

**Patterns of numbers related to the group. A group member will only be able to call them** - define the patterns of numbers that group members are allowed to dial. Patterns support digits 1–9 and the symbol `X` (any digit 0–9).

Pattern examples:

* `2XX` — numbers from 200 to 299
* `200001` — a specific internal number, for example a queue number
* `66XXXXXXXXX` — 11-digit Thai phone numbers

<figure><img src="https://835495363-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZ8acWnNlSalIHQjMFu1%2Fuploads%2F14nj1UqBIywY0lfL240V%2FisolateAGroupOfEmployees.png?alt=media&#x26;token=f91223e2-3c1d-41c1-ad1e-69b1f9ae1d60" alt=""><figcaption><p>Isolating the employee group</p></figcaption></figure>

#### **Isolate the pickup function**

More details about the pickup function can be found in the [documentation](https://docs.mikopbx.com/mikopbx/english/manual/system/general-settings#perevody_vyzovov1).

By default, the call pickup combination is `*8` or `*8phoneNumber`. When isolation is enabled, pickup will only be available within the group — the list of members is defined on the **Group Employees** tab.

<figure><img src="https://835495363-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZ8acWnNlSalIHQjMFu1%2Fuploads%2FtZwcwfXkDqLGLlf9l8oA%2FisolateThePickupFunction.png?alt=media&#x26;token=955400c8-b066-447c-8f0e-4e86031779eb" alt=""><figcaption><p>Isolating the call pickup function within the group</p></figcaption></figure>
