Purchase, Port and Assign Phone Numbers

Please note: You can Purchase, Port and Assign numbers within Number Manager, but it is highly recommended that you do this within SmartPBX. We have created SmartPBX because we wanted to create a simplified user experience, whereas Number manager should be used for much more complex integrations.

Within SmartPBX, provide each user with their unique direct-dial phone and extension number. Assign a spare number within the Interface, or buy or port numbers and then assign the number. When a number is ported or purchased, it will populate the Spare Numbers tab. You can also set office hours strategy, office holidays, and select the way callers reach clients.

To Purchase a Phone Number - Optional:

1. Click on the “Users” tab of SmartPBX, just left of the dashboard.
2. Within the “Users” dashboard, click on the “Phone Numbers” button for the specific user.
3. Click on to the “Buy Numbers” button.
4. To purchase a new number, decide whether you would like a local, toll-free, or a vanity number.
5. Search for an available number by city or area code. You can then decide what and how many numbers to purchase.
6. Add one number or multiple and then click “Buy Numbers.”
7. The number will be added to the “Spare Numbers” tab, which you will need to assign a number to a user.

To Port a Phone Number - Optional:

1. Click on the “Numbers” tab of SmartPBX, just left of the dashboard.
2. Within the “Numbers” dashboard, click on the “Spare Numbers” button for the specific user.
3. Click on to the “Port” button. You can also buy a number as well.
4. To port a number, click on the “Start New Transfer (port)” button
5. Type in one number or paste multiple numbers and select “Add.”
6. After you add the numbers you would like to port, you can new view the numbers to be ported, which will be split according to carrier. You will need to collect the user’s bill to show that they are the rightful owner of the number and download the “Letter of Authorization.” Upload the “Phone Bill” and the “Letter of Authorization” signed by your user.
7. Read and agree with the following and select “Next.”
8. Select the email address to notify when the transfer is complete, the date you would like number transferred, and complete the order. Add temporary numbers for users in case they would like to have an active line during the porting process.
9. The number will be added to the “Spare Numbers” tab, which you will need to assign a number to a user.

Assign Numbers to a User - Required:

1. Click on the “Users” tab of SmartPBX, just left of the dashboard.
2. Within the “Users” tab, click on the “Phone Numbers” button for the specific user.
3. Click on the “Add from Spare Numbers” button.
4. Select what Spare Number you would like assigned to the user. Once you have chosen a spare number click “Add Selected Numbers.” This will link the number with the user in a few seconds.