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Goliath Data

Assign a phone number to a teammate

  1. Open the organization menu → Organization → People.
  2. Find the teammate and open their phone management sheet. The roster also provides Assign number when a teammate needs one.
  3. Select Add number. Use Purchased numbers to select an existing organization line, or New number to search an area code or request a random result.
  4. Select the line, then review and complete the final transfer or acquisition action.
  5. If the teammate has more than one line, use the number’s actions in the sheet to set their primary line.

The user-scoped Add a phone number picker on its New number state, before a search, selection, or assignment.

The current organization Add a phone number dialog, which also shows the New number and Purchased numbers choices.

The phone sheet also provides the line’s inbound setup and voicemail controls. To change a line for the whole organization, or to see its texting capability, use the organization menu → Phone → Numbers.

Unassign versus release

Section titled “Unassign versus release”

Unassign detaches a line from the teammate but keeps it owned by the organization so it can be reassigned. Release relinquishes the managed number. Use the latter only when the organization no longer needs the line.