Overview
The Assign To field is more than a label — it defines who “owns” a Twilio phone number and what functionality is available to them. A phone number can only ever be assigned to one user at a time.
Where to Find It
Go to System Settings → Phone Numbers.
Each phone number will show an Assigned To dropdown.
Select the user you want that number tied to.
What the Phone Number Assign To Does
Inbound Calls
When a phone number is assigned, the app will ring that user for 10 seconds before forwarding to their external forwarding lines.
This makes it possible for users to answer directly in-app.
Outbound Calls
Users can only place outbound calls if they have a phone number assigned.
Outbound call from the Lever360 will utilize the assigned phone number to that user.
Currently available on web; mobile app support is coming soon.
SMS Conversations
Assigned numbers will be tied into Twilio “Conversations.”
Users without global SMS access (e.g., technicians) will still see texts sent to their assigned phone number.
Call Logs
If a user doesn’t have access to all call logs, they will still see logs associated with their assigned number. via "My Call Log"
Tracking & Association
The Assigned To field is also used for tracking purposes — it keeps a clear record of which user is tied to calls, texts, and related communication history for that phone number.
Why It Matters
The assignment is both an ownership setting (this number belongs to this user) and a functional control that powers inbound ringing, outbound calls, SMS visibility, and call log access while keeping track what phone records are associated to each user.
In short:
Set the Assigned To field in System Settings → Phone Numbers to make sure each number works properly for inbound/outbound calls, texts, and logs.
Support
💡 Need help? Contact support or reach out through Lever360’s help resources.
📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900 x 2
📚 More Guides: https://docs.lever360.com/en/