Set Up CallApp User (Individual)

Once Direct Routing and CallApp settings are completed, you can configure CallApp users individually or in bulk. This article presents the steps to configure users individually.  

Before You Begin

• Review 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 installed your PBX Connector.

• Ensure that you have configured and deployed your CallApp instance. Refer to Part I in this article.

Part I. Set Up CallApp User

1. From the Enterprise Admin Menu, click on Users menu item.
   
   The Manage Users page displays.
   
   

   

   
    

2. Click Set Up Call App User button.
   
   A form that allows configuring Teams users without a Phone System License.
   
   

3. Configure the CallApp user as you would add a regular Teams PBX user with one special step:
   In the Available Voice Routes field, select the Call App Voice Route (starts with “Call App” name) as it is optimized for the CallApp service.
   
   For more information about each field in the form, refer to the Set Up PBX User (Individual) article.
   
   Notes:
   - The same behavior for PBX app's Phone Number combo box is used in Call App's Phone Number combo box.
   

   
   

4. When done filling out the fields, click the Save Call App User button.

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 and the PBX system. The changes need to be pushed to Microsoft as well so that the Teams Users will actually be able to receive and make calls through the PBX.

To push the changes to Microsoft, the Global Admin must trigger the Sync Call App process.

SKIP this sync when BOTH of these conditions are met, because this would make the automatic sync’ing work:

(1) This is NOT the first time the Sync Call App is done. In other words, the CallApp was already deployed and initial set set of users were configured.

(2) The enterprise consented to “Allow Management by Service Provider”

This picture shows consent was granted.

Proceed to monitor the sync user status.

Steps to Sync:

If the above exception conditions are not met, then carry out the steps below. If Part I above was carried out by a non-Global Admin or Service Provider, inform the Global Admin to proceed on this:

1. The Global Admin (and only the Global Admin can do this) must go to the Enterprise Dashboard.
   

2. In the Enterprise Admin Action Items table, if “Teams Call App” shows “Pending Synchronization”, the Global Admin must sync and deploy the CallApp. The instructions are presented here.
   

3. If “Teams Users” shows “Pending Synchronization”, the Global Admin must 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.

Part III. Monitor User Sync Status

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

Note to the Service Provider

If sync is not completing within these wait times, request from help from ConnecttoTeams Support.

When the sync status shows completed, the Teams User can start utilizing the CallApp.