Creating Fax Groups

Step 1: Ensure Users Have the Fax Add-On

Before you can create a fax group, it's important to confirm that the users in your organization have the necessary fax add-ons applied. Navigate to the View Manager Users section within the Admin Portal, expand user attributes, and check under "Available Add-Ons" for either Digital Fax Add-On or Digital Fax Unlimited. If not assigned, select the appropriate add-on, apply it, and save the changes.

Step 2: Creating the Fax Group

Once your users have the appropriate add-ons, follow these steps to create your fax group:

1. Navigate to Account Level Service Manager and select Fax Groups.
2. Click on Actions, then New Group.
3. Give your group a name. For this tutorial, we’ll use "training". Keep in mind that group names must be lowercase.
4. Enter a Group Mail ID. Typically, this would be a distribution list, but for this example, you can use your email address.
5. Configure the number of retries the fax service will attempt in case of an initial failure. This helps ensure successful transmission without manual intervention.

Step 3: Assigning Fax Numbers (DIDs)

Now it’s time to assign the fax numbers (DIDs) to the group. Select the desired DIDs from the list, click on them, and then add them to the group.

Step 4: Adding Users to the Fax Group

Next, add users to your fax group. You can specify whether users will have the ability to send, receive, or both send and receive faxes. For this video, we selected both sending and receiving for the group users. Once your users are selected, click Save.

Step 5: Review and Confirm Settings

Finally, review your fax group settings to ensure everything is correctly configured. You can expand attributes and verify user settings as needed. Once complete, refresh your Streams application to see the new fax group appear.