phone.systems™ application line configuration

To configure your phone.systems™ application line, follow these steps:

Step 1. Create a New User

1. To create a new user, go to the Users menu, click , and select Create new.

Fig. 1. Create A New User

2. In the Create User form, fill in the user details (First Name, Last Name, Department, Job Title, and Email).

Note

The email field is required to receive the invitation email for activating the application.

Fig. 2. Create User page

3. Enable the toggle Configure application line in the next step, and click Next.

Fig. 3. Configure Application Line Toggle

4. Configure the Inbound Calls, Outbound Calls, and Call Recording sections in the Edit App Configuration form. After completing the setup, click Save to create a new user.

The following is a quick setup example for assigning a DID number, enabling external outbound calls, and specifying a caller ID:

Field	Description
DID Number	Select the DID number used to receive inbound calls.
Enable External Outbound Calls	Specifies whether the user can make external outbound calls.
Caller IDs	Specifies one or multiple caller IDs used for outbound calls.

Fig. 4. Application Line Configuration

Step 2: Install and configure the phone.systems™ application

After sending the invitation to the email address entered in the Create User step, the user will receive an email with setup instructions. If the app is not already installed, follow the instructions in the email to install and configure it.

Fig. 1. Activation Email

1. After downloading the app, open the application to access the phone.systems™ sign in screen. Click Sign In to continue.

Fig. 2. Sign In Screen

2. Grant permissions to access device’s camera

The app will request permission to access your device’s camera.

• If you grant access, the camera will be used to scan the authentication code.

• If you deny access, you can manually enter the authentication code by clicking Enter Code Manually.

3. Activate your application using one of the following methods:

Option 1: Scan the QR code from the invitation.

Fig. 3. Scan QR Code

Option 2: Copy and paste the code provided below the QR code in the invitation email.

Fig. 4. Manual authentication Code Entry

4. Click Continue in the “Welcome to phone.systems” step

Fig. 5. phone.systems™ welcome screen

5. Click Setup permissions to grant these access requests.

To ensure the app functions properly, phone.systems™ app will request access to your microphone and push notifications.

Fig. 6. Permissions setup screen

6. To complete the setup, enter your personal information (First Name, Last Name, Job Title, Department) in the provided fields. Click Save and Continue to finalize the setup process.

Fig. 7. Personal Data Configuration