# App Configurations The **App Configurations** in phone.systems(TM) automatically links to all app devices. It allows you to assign internal and phone numbers for outbound caller ID and acts as the main group for associated devices under a contact. **Create** Create an App Configuration contact method. [Create and Configure App Contact Methods](#ps3-creating-app-configurations) **Edit** Edit an existing App Configuration contact method. [Edit App Configurations Contact Methods](#ps3-app-configurations-edit) **Send or Resend Invite** Send or resend an invitation to connect the app device. [Send invite to phone.systems(TM) app](#ps3-app-configurations-send-invite) **View Relations** View relations of an App Configuration contact method. [App Configuration Relations](#ps3-app-configurations-relations) **Delete** Delete an App Configuration contact method. [Delete App Configurations](#ps3-app-configurations-delete) **Download** Download contact methods to a CSV file. [Download App Configurations to a CSV File](#ps3-app-configurations-download) Note After editing or creating an App Configuration, you must send an invitation to the user so they can establish the connection to the phone.systems(TM) app. For details, see [Send or resend invite to phone.systems(TM) app](#ps3-app-configurations-send-invite). --- ## Create and Configure App Contact Methods Create and manage contact methods for the phone.systems(TM) application within the **App Configuration** section. These contact methods are automatically linked to phone.systems(TM) users and enable the assignment of internal numbers and DID numbers for receiving inbound calls, as well as setting caller IDs and announcements for outbound calls. They also support call recording configuration and relations with call flows and app devices. Note To enable calling functionality from the phone.systems(TM) application, each user must have an individually assigned App Configuration. ### Before You Begin Before setting up an App Configuration, make sure all necessary components are ready to support call functionality: > - **A DID number** - Required to enable inbound calling functionality. If not available, [purchase DID(s) from the Coverage page in the User Panel](https://my.didww.com/#/coverage). > - **An assigned phone.systems(TM) trunk** - Needed to establish voice connectivity for the user. For setup steps, see [Configure DID Numbers with phone.systems(TM) in the DIDWW User Panel](../Getting-started/index.html#ps3-prerequisites). *App Configuration for New Users* Each user must have a distinct profile and a dedicated application line (App Configuration Contact Method) to facilitate call routing, identity assignment, and access to calling features within the phone.systems(TM) application. This ensures accurate association of internal numbers, caller ID, and recording policies for both inbound and outbound communications. #### Step 1: Create a New User 1. Go to the **Users** menu and click the [![+-symbol](../../_images/%2B-symbol.png)](../../_images/%2B-symbol.png) button 2. In the **Create User** screen, enter: - **First name** and **Last name** - **Department** and **Job title** - **Time Schedule** - Defines the user's availability for call routing. Read more in [Time Schedules Documentation](../Time-schedules/index.html#ps3-time-schedules). 3. Under **Contact Information**, provide the **Email** address. Important An email address is required to send the invitation and enable the user to connect with the phone.systems(TM) app. 4. Enable **Configure application line in the next step**. 5. Click **Next** to continue to the app configuration. [![Create User Screen](../../_images/fig236.png)](../../_images/fig236.png) **Fig. 1.** Create User Screen *App Configuration for Existing Users* Existing users may have app configuration contact methods that were created previously but remain unconfigured. Configuring the app configuration contact method allows you to assign inbound and outbound call settings and enables communication through the phone.systems(TM) application. #### Step 1: Locate the App Configuration 1. Go to the **Contact Methods** menu and select the **App Configurations** tab. 2. Click the [![actions](../../_images/actions2.png)](../../_images/actions2.png) button next to the desired contact method and choose **Edit**. [![Edit App Configuration](../../_images/fig425.png)](../../_images/fig425.png) **Fig. 1.** Edit App Configuration #### Step 2: Configure the App Configuration Contact Method **Inbound Calls** | | | | --- | --- | | **DID Numbers** | Select one or more DID numbers to receive inbound calls. Note If no DID numbers are available, refer to [Configure DID Number with phone.systems(TM)](../Getting-started/index.html#ps3-prerequisites) or [Add Third Party Phone Numbers](../Numbers/phone-numbers.html#ps3-add-3rd-party-phone-numbers). | | **Internal Number** | Select one or more internal numbers to receive inbound calls. Note If no internal numbers are available, refer to [Create Internal Numbers Documentation](../Numbers/internal-numbers.html#ps3-create-internal-numbers). | | **When Unavailable** | Specify the desired call forwarding behavior when the destination is unavailable: - **Do Nothing** - The call will be terminated. - **Route To Voicemail** - The call will be forwarded to voicemail. You must select the voicemail audio that will be played to the caller. Note The **Route to Voicemail** option requires the user to have either an [emails contact method](emails.html#ps3-emails) configured or [cloud storage](../Settings/cloud-storage-integrations.html#ps3-cloud-storage-integrations) enabled to ensure successful voicemail delivery. | **Outbound Calls** | | | | --- | --- | | **Enable External Outbound Calls** | Enable or disable external outbound calling functionality. | | **Caller IDs** | Select the caller IDs to be used for external outbound calls. Note This option becomes available only when external outbound calling is enabled. | | **Internal Caller ID** | Define the caller ID to be used for internal calls. Note If no internal numbers are available, refer to [Create Internal Numbers Documentation](../Numbers/internal-numbers.html#ps3-create-internal-numbers). | | **Internal Announcement** | Select the announcement audio message for internal calls. Note To upload audio files, refer to [Audio Files Documentation](../Audio-files/index.html#ps3-audio-files). | | **External Announcement** | Select the announcement audio message for external calls. | **Call Recording** | | | | --- | --- | | **Delivery Methods** | Choose where call recordings are delivered. Available delivery methods include: - Email. - Dropbox. - FTP. - SFTP. - Google Drive. - OneDrive. - Default phone.systems(TM) [cloud storage](../Settings/cloud-storage-integrations/phone-systems.html#ps3-phonesystems-cloudstorage). Tip - If the required delivery method has not previously been configured, a delivery method may be added by navigating to the [Delivery Methods](../Delivery-methods/delivery-methods.html#ps3-delivery-methods) menu. - When using the default **phone.systems(TM)** cloud storage as the delivery method, call recordings will appear in the [call flow CDRs](../Call-analytics/call-history.html#ps3-call-flow-cdrs-recording) and the [phone.systems(TM) app call attachments](../app/call-history.html#ps3-appplication-call-history-attachments), providing a centralized and convenient way to review call recordings alongside other call activities. | | **Inbound Internal** | Toggle to enable recording of inbound internal calls. | | **Inbound External** | Toggle to enable recording of inbound external calls. | | **Outbound Internal** | Toggle to enable recording of outbound internal calls. | | **Outbound External** | Toggle to enable recording of outbound external calls. | | **Record On Demand** | Allows users to initiate recording via a dialing command. Note To enable on-demand call recording, configure a [feature code](../Settings/feature-codes.html#ps3-settings-feature-codes). | > [![Inbound Calls](../../_images/figx1.png)](../../_images/figx1.png) > > > **Fig. 2.** Inbound Calls > [![Outbound Calls](../../_images/figx2.png)](../../_images/figx2.png) > > > **Fig. 3.** Outbound Calls > [![Call Recording](../../_images/figx3.png)](../../_images/figx3.png) > > > **Fig. 4.** Call Recording Click **Save** to apply the configuration. --- ## Send invite to phone.systems(TM) app 1. Go to the **Users** menu in the phone.systems(TM) dashboard. 2. Find the user and click the **Actions** button. 3. Select **Send Invite to App** or **Resend Invite to App**. Note - If the **Send Invite to App** button is not active, it means the user does not have an email address assigned. Please ensure that the user's **Contact Information** includes a valid email address to enable the invitation. - Resending an invitation **does not** generate a new authentication token or log the user out. If the user is already logged in, their session remains active. - To remove a user's session (for example, after a lost device or access change), see [Deleting App Device Users guide](../Users/app-devices.html#ps3-app-devices-delete). [![../../_images/fig31.webp](../../_images/fig31.webp)](../../_images/fig31.webp) **Fig. 5.** App Device Invitation --- ## Edit App Configurations Contact Methods 1. Go to the **Contact Methods** menu and open the **App Configurations** tab. 2. Locate the contact method you want to edit. 3. Click the [![actions](../../_images/actions2.png)](../../_images/actions2.png) button next to the contact method and select **Edit** from the menu. [![Edit Actions Button.](../../_images/fig425.png)](../../_images/fig425.png) **Fig. 6.** Edit Actions Button 4. In the **Edit App Configuration** window, apply the required changes. 5. Click **Save** to confirm and apply your updates. [![Edit App Configuration Contact Method.](../../_images/fig521.png)](../../_images/fig521.png) **Fig. 7.** Edit App Configuration Contact Methods ### Unassign DID Numbers 1. Open the **Edit** screen for the selected App Configuration. 2. In the **Inbound Calls** section, locate the currently assigned DID number(s). 3. Click the **x** icon next to the DID number you wish to remove. 4. Click **Save** to confirm and apply the changes. [![Unassign DID Number](../../_images/fig87.png)](../../_images/fig87.png) **Fig. 8.** Unassign a DID Number --- ## App Configuration Relations The **Relations** view provides an overview of configurations linked to a selected App Configuration Contact Method, including associations with **Call Flows**, **Contact Methods** and **App Devices**. 1. Navigate to the **Contact Methods** menu and open the **App Configurations** tab. 2. Locate the desired contact method. 3. Click the [![actions](../../_images/actions2.png)](../../_images/actions2.png) button and select **Relations**. [![Actions Menu](../../_images/fig616.png)](../../_images/fig616.png) **Fig. 9.** Actions Menu To access a related item, click the [![gear](../../_images/gear.svg)](../../_images/gear.svg) icon next to it. You will be redirected to the respective edit page for that configuration. Note If no associated Call Flows or App Devices exist, the message **"No relations"** will be displayed under the corresponding section. [![Contact Methods Relations](../../_images/fig711.png)](../../_images/fig711.png) **Fig. 10.** App Configurations Contact Method Relations --- ## Delete App Configurations App Configuration Contact Methods **cannot** be deleted directly from the **Contact Methods** menu. To remove an App Configuration Contact Method, the associated user must be deleted. Deleting the user will also remove their corresponding App Configuration. > **Delete Users** > > Learn how to delete users, which also removes their associated App Configuration Contact Methods. > > [Deleting Users](../Users/users.html#ps3-users-deleting) --- ## Download App Configurations to a CSV File 1. Navigate to the **Contact Methods** menu **App Configurations** tab. 2. Click the **Download** button at the top right corner. [![Download Button for App Configurations Contact Methods](../../_images/fig97.png)](../../_images/fig97.png) **Fig. 11.** Download Button for App Configurations Contact Methods 3. A pop-up window will appear, allowing you to specify the file name and destination for saving the CSV file. 4. Click **Save** to export and download the CSV file containing the list of App Configuration Contact Methods. [![Downloading App Configurations Contact Methods to CSV File](../../_images/fig105.png)](../../_images/fig105.png) **Fig. 12.** Downloading App Configurations Contact Methods to CSV File On this page