Introducing the Trunk Users Page

This article introduces the Trunk Users page and discusses the various ways to manage trunk users - add, edit, configure, disable, delete, export and sync - within the Enterprise Portal.

For PBX User management, check the article Introducing Users Page (PBX).

Introducing the Trunk Users Page

From the Enterprise Admin Menu in the Enterprise Portal, go to the menu group Trunks, then click on Users.

The Trunk Users page loads. It lists a table of Microsoft Teams Users which you can configure for trunk calling along with other functionalities to manage their use of the trunk service.

Trunk Users Table

The users page lists the Microsoft Teams users that are synchronized (reflected) in the ConnecttoTeams portals. The ender users that are listed are governed by your defined User Groups.

The columns on the table are:

• Teams User - The Teams User identifier. When already configured for Trunk service, the value becomes a clickable link. Clicking on the link leads to the trunk user configure screen.  

• Outbound Trunk - If the user is configured, their trunk profile name is displayed, with a clickable name which also links to the trunk user configuration screen. If not, a “Configure Trunk User” link appears, leading to the trunk user configure screen.  

• Caller ID - If the user is configured, their Caller ID is displayed, which is clickable and also links to the trunk user configuration screen. If not, a “Configure Trunk User” link appears, leading to the trunk user configure screen.

• License Details - This column shows the license subscription of the user with respect to all the Microsoft Licenses required for a calling service. This also includes subscription status for other ConnecttoTeams Services such as SMS and call recording. The meaning of these icons are in the following section.

• Actions - Various options to further manage the specific end user. Actions may be: configure trunk user,  user, disable calling, manage SMS, and others. These various actions discussed in later sections.

To summarize:

• The Configure Trunk User hyperlinks allows you to set up user’s trunk settings.

• Clicking the username, trunk name or caller ID hyperlinks allows you to modify a user’s trunk settings.

License Details : More Information About this Column

Once the Teams Users are synchronized into ConnecttoTeams, they are listed in the User tables along with the status of specific Microsoft Licenses and enabled ConnecttoTeams services.

Hover over your mouse pointer on each icon to get a description of the icon. This picture shows some of these icons and corresponding descriptions

Each service documentation (for Trunk, PBX, Call Recording, SMS) discusses these licenses in detail.

Note that for any calling service to work, the following 4 license icons should be green.

Actions on Specific Trunk User

For each user in the table, there are applicable actions to change the user record. Use the … (3 dots) on the Actions column to see the available actions.

The actions vary depending on the service assignment of the user. They are:

Configure Trunk User:

Disable User: This lets you disable the User from the Connector. A disabled user is then removed from the Users table.

To disable users in bulk, use the Disable Users button located above the Users table.

To list all disabled users, click on the Advanced User Search button and choose the Disabled Users filter.

Enable Calling: This lets you enable the Microsoft settings that allow that User to call from Microsoft Teams.

Disable Calling: This lets you disable the Microsoft settings that allow that User to call from Microsoft Teams.

Note to the Service Provider

The Disable Calling and Enable Calling may be available to Reseller in case when the Enterprise Admin has granted consent to the relevant permission.

Assign Call Recording Admin: If your enterprise is enabled for the Call Recording add-on, this action allows you to assign this user as administrator in your Call Recording Portal who is allowed to play call recordings and access audit logs.

Unassign Call Recording Admin: If your enterprise is enabled for the Call Recording add-on, this action allows you to in your Call Recording Portal who is allowed to play call recordings and access audit logs. If Call Recording add-on is enabled for your enterprise and this user is a call recording admin, this action removes their admin status.

Manage SMS: This leads to a screen where you could configure SMS service for an end user. This action is available if the enterprise has availed the SMS service.

Other Actions via Buttons

There are several more functionalities available via the buttons located above the Users table.

Update Users: This allows you to update multiple or single Trunk users. See the detailed instruction at Update Trunk Users article.

Disable Users: This disables a configured Trunk User.

To list all disabled trunk users, click on the Advanced User Search button and choose the Disabled Users filter.

Export Users: This lets you export the users information into a CSV file. The file will be generated in the background and, when completed, can be downloaded from the Downloads menu item. Check more details about this in Export Trunk Users article.

Select User Groups: This lets you restrict the users that are synchronized to the ConnecttoTeams database based on Microsoft Groups. Only users that belong to specified groups will be imported. See the full instruction in the article Manage User Groups.

Quick Search Box

The search box lets you quickly find users in the table by entering a few characters that match their name or details.

If the user you're searching for isn't visible in this table, check in the other filters under the Advanced User Search button.

Advanced Search Filters

The Advanced User Search button gives pre-defined search filters to search for disabled, deleted and unlicensed users.

List Unlicensed Users

To list all the unlicensed users, click on Advanced User Search button, then Unlicensed Users option.

The page shows a table containing the users without the required Microsoft license.

The Advanced User Search button, will then give you a new set of relevant filters: Licensed Users to return to the default table, Disabled Users filter, and Deleted users filter.

List Disabled Users

To list all the disabled users, click on Advanced User Search button, then Disabled Users option.

For each disabled user in the table, the Action column suggests the possible next step—either restoring the user to reactivate their account or permanently deleting the user.

List Deleted Users

To list all the deleted users, click on Advanced User Search button, then Deleted Users option.

If “Allow Management by Service Provider” was not previously consented or a non-Global Admin did the deleting of users, those deleted users will appear in this table. A re-login by the Global Admin to the ConnecttoTeams Service Portal triggers a "sync” operation with Microsoft platform and therefore finalizes the user deletion.

For each deleted user in the table here, the available action is to restore the user to re-activate it.

To delete trunk users, go to Advanced Search > Disabled Users.

On the Actions column of the subject user, click Delete User.

Carefully review the warning prompt shown to you.

If deciding to proceed with the deletion, click the Delete User button.

You have an opportunity to restore the deleted user by going to the Deleted Users list and clicking the Restore User button.

Note to Service Provider

The service provider can also add or delete Trunk Users similar to the way service provider can add or delete PBX Users.

Next Steps

• To define your sync user groups, check the article Manage User Groups.

• To add users individually or in bulk, check the article Set Up Trunk User (Individual) and Set Up Trunk Users (Bulk).

• To know more adding trunk profiles, check Add Trunk Profile.

• To learn more about the full steps to configure trunk service, check SIP Trunk Configuration Step-By-Step Guide.

• End Users for the PBX service are not managed in Trunk > Users page. Check Introducing the Users (PBX) page.