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Configure basic settings

Get step-by-step instructions on how to configure basic settings for your phone number.

Updated today

Before you start making and receiving calls, it’s important to configure your basic phone system settings.

Set up a company main line

You can assign one of your phone numbers as the main company line.

To find available phone numbers, refer to the Where can I check account phone numbers article.

To set up a phone number as a main line:

  1. Go to Settings

Desktop:

Open the Settings button in the web portal

Mobile:

Open the Settings in the mobile app

2. Navigate to Phone System Settings

3. Open General

Desktop:

Open general settings on the desktop

Mobile:

Open general settings on the mobile

4. Select a phone number from the Main Line Phone Number dropdown

Desktop:

Set up a main company phone line on the desktop

Mobile:

Set up a main company phone line on the mobile

Use the main line as outbound caller ID

Once the main line is set, you can allow all users to use it as their outbound caller ID.

  1. Go to Settings

Desktop:

Open the Settings button in the web portal

Mobile:

Open the Settings in the mobile app

2. Navigate to Phone System Settings

3. Open General

Desktop:

Open the general settings on the desktop

Mobile:

Open the general settings on the mobile

4. Turn on Allow main line number as outbound caller ID

Desktop:

Set up outbound caller ID on the desktop

Mobile:

Set up outbound caller ID on the mobile

Enable spam filtering for incoming calls

To automatically filter spam calls for all phone numbers:

  1. Go to Settings

Desktop:

Open the Settings button in the web portal

Mobile:

Open the Settings in the mobile app

2. Navigate to Phone system settings

3. Open General

Desktop:

Open the general settings on the desktop

Mobile:

Open the general settings on the mobile

4. Scroll to Spam filtering

5. Turn on Enable spam filtering

Desktop:

Enable spam filtering for calls on the desktop

Mobile:

Enable spam filtering for calls on the mobile

Set up service address

A service address is used for emergency calls (e.g., 911). When a call is made, this address is shared with emergency services to help locate the caller.

  1. Go to Settings

Desktop:

Open the Settings button in the web portal

Mobile:

Open the Settings in the mobile app

2. Navigate to Phone System Settings

3. Open General

Desktop:

Open the general settings on the desktop

Mobile:

Open the general settings on the mobile

4. Scroll to Service Addresses

5. Click Add Service Address

Desktop:

Add a service address on the desktop

Mobile:

Add a service address on the mobile

6. Enter the address details

7. Click Save

Desktop:

Save a service address on the desktop

Mobile:

Save a service address on the mobile

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