Phone System · 1 min read
Assign Phone Numbers to Users
Two ways to route a number
- One number, one user: assign a dedicated number to a single team member.
- One number, multiple users: configure a shared number to ring several team members.
Method 1: Assign one number to one user
Use this when one person is responsible for calls to a number.
- Go to Settings → My Staff.
- Click Edit on the user.
- Expand Call & Voicemail Settings.
- In Inbound Number, select the number.
- Save.
If several people need calls from the same number, use Method 2 instead of assigning that number to more than one user.
Method 2: Ring several users from one number
- Go to Settings → Phone System → Phone Numbers.
- Click the three-dot menu next to the number and select Edit Configuration.
- On Basic Details, use the routing options (such as Ring more team members) to add the users who should receive calls.
- Save.
Tips
- Check each user's forwarding settings (web, mobile app or forwarding phone) so calls reach a device.
- Contacts assigned to a user can be routed to that user first. See Inbound Calls: IVR, AI, Routing and Call Flow Explained.