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Add and manage phone numbers

This article will teach you how to add, reassign and manage all of your team's phone numbers.

 

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To manage phone numbers for your team you need the permission Manage phone numbers. Follow this tutorial to manage your team members' permissions. 

Managing your team’s phone numbers in XT is simple and straightforward. This guide will walk you through the steps to add, reassign, and manage phone numbers with ease.

In this article, we’ll cover:

 

How to add a new phone number

  1. Navigate to the admin tab

    • Open the application

    • In the bottom-left-hand corner of your screen, find and click on the “Admin” tab.

  2. Access phone numbers

    • Within the Admin tab, click on “Phone Numbers”

  3. Click add phone

    • Look for the "Add Phone" button at the top-right-hand of the screen and click it.

  4. Choose Phone Number Type:

    • You can either purchase a new number from VXT or transfer (port) an existing number from another provider.

    • For new numbers: Select the country, area, and type of phone number you need (Geographic, Mobile, or Toll-Free).

Understanding Phone Number Types

In VXT, phone numbers are either Assigned or Unassigned. Assigned numbers include Direct and Shared phone numbers.  

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When a user is assigned to a phone number they can manage the messages, call history, and settings for that number. 

  • Direct Numbers: These are assigned to one person and ring that person directly.
  • Shared Numbers: These can be accessed by multiple people. They are useful for general lines like reception, where several team members might answer calls.
  • Unassigned Numbers: These are not currently used by anyone. They can either reject incoming calls or redirect them to other numbers. You can delete unassigned numbers if you don’t need them to save on costs.

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    You do not have to be assigned to a particular phone number in order to answer calls that are placed to that number. Assignment is about management of the phone. What happens to incoming calls is decided by call flows.

 

How to Change Settings for a Colleague’s Phone Number

  1. From Phone Numbers:
    • Go to the "Phone Numbers" section.
    • Click on the specific phone number you want to manage.
  2. From a Colleague’s Profile:
    • Go to the "Members" tab.
    • Find and click on the colleague's name.
    • Navigate to their phone settings, select the phone number you want to adjust, and make the necessary changes.

By following these steps, you can effectively manage your team’s phone numbers and settings in VXT.