Set Up Trunk User (Individual)

Once Direct Routing and Trunk Profile are established, you can configure trunk users individually or in bulk. This article presents the steps to configure users individually.

This article provides steps for configuring Trunks for each user, choosing a default trunk, and assigning DIDs.

Before You Begin

Review your your desired Sync User Groups. Listing your sync user groups is a way for you to only share user data to limited set of users who are to use ConnecttoTeams services. If no user groups are defined, all your organization’s Teams Users will be sync’d into ConnecttoTeams systems.
Ensure that you have defined your Trunk Profile.

Part I. Set Up a Trunk User

From the Enterprise Admin Menu in Enterprise Portal, navigate to Trunks > Users.
Search for the user to configure, then under the Outbound Trunk column, click Configure Trunk User.

The Configure Trunk Settings for User page displays. The name of the selected user is also shown in the page.
Supply values in the form:

Default DialPlan Policy : Check if you want to assign the Reseller-defined DialPlan policy to the user.

Use Teams Voicemail : Check to enable Microsoft Teams Voicemail for the user.
User Tag : Add any text that would help you easily identify the user in the custom reports. To know more about the User Tag concept, check article on Custom Labels.
Trunk Profile : Select the desired trunk profile for the user. If only one is configured for the enterprise, then only one would display in this drop-down.
Note
- For new users, no new extensions can be added for new SIP Trunks configuration. Ensure the exact phone number is used.
- Support for existing users that have extensions would continue. Use the +CC<extension> format when modifying existing records. For example, +14312345678.
Default DID : Select (or type, if allowed) the default phone number to be assigned to the Teams user. The phone numbers shown in the drop down box are from the Phone Numbers page.
Forwarded DIDs : Select the desired DIDs to be forwarded to the user. The phone numbers shown in the drop down box are from the Phone Numbers page.
Note
The following fields are briefly defined here. For more detailed information about these fields, please refer to Caller ID, Caller Name and PAI Controls.
Caller Name Policy : This setting controls the name that is transmitted to upstream systems for outbound calls. Select your desired option:
- Other
- Trunk Settings
- Transparent
Caller Name on Forwarded Calls : This is used as the caller name on forwarded calls sent to the trunk.

Caller ID Policy : This setting controls the phone number or custom value that is transmitted to upstream systems for outbound calls.
- Other
- Trunk Settings
- Transparent

Caller ID on Forwarded Calls : This is used as the caller ID on forwarded calls sent to the trunk.

P-Asserted-Identity(PAI) : This is inserted as the PAI on calls to the trunk.
PAI on Forwarded Calls : This is used as the PAI on forwarded calls sent to the trunk.
Click Save Settings.

This takes you back to the Enterprise Dashboard.

Wait for the process to complete.

Once complete, a confirmation message displays at the top right of the page and in the activity feed.

Part II. Sync Changes to Microsoft

The changes mentioned in Part I above are applied only to ConnecttoTeams databases. The changes need to be pushed to Microsoft as well so that the Teams Users will actually be able to receive and make calls thru the trunk.

To push user changes to Microsoft Teams, the Global Admin must trigger the Sync Teams Users process except when certain conditions are met.

When Sync Teams Users is not required:

SKIP this sync when BOTH of these conditions are met.
(1) This is NOT the first time the Sync Teams Users is done. In other words, the initial set of users were already configured.
(2) The enterprise consented to “Allow Management by Service Provider”
The above conditions allow automatic sync’ing of teams users.

This picture shows consent was granted.

Proceed to monitor the sync user status.

If Sync Teams Users is required, the following steps must be taken:

The Global Admin (and only the Global Admin can do this) must go to the Enterprise Dashboard.
In the Enterprise Admin Action Items table, click Sync Teams Users.

This action will take time. Do not click again until you check the status as instructed below.

Expect:
- That the first time sync will take up to 24 hours. Come back to check the status.
- That succeeding syncs will take up to 4 hours. Come back to check the status.
If sync is not completing within these wait times, contact your Service Provider.

Check Sync Status
The user provisioning status will be reflected in the Enterprise Dashboard. Click here for more info about User Provisioning Status Indicators.

Part III. Monitor Sync Status

Once successfully registered, the user will appear as shown below on the Enterprise Dashboard. When Trunk and Teams Registration are completed successfully, the icons change to green checks and green phone , respectively, and a timestamp for the recent Trunk Registration will be displayed.

Note to the Service Provider
If sync is not completing within these wait times, request help from ConnecttoTeams Support.