Assign an extension to a user

Extensions live at Admin → Extensions & desk phones. People live at Admin → Users.

From Users

1. Open Users.
2. On the person, click Assign desk phone / extension.
3. Link an existing extension — pick Ext … from the list, then Assign extension.
4. Or Add desk phone — jumps to the wizard with that person pre-selected (/admin/extensions?desk=1&userId=…).

Desk-phone extensions stay SIP (the Yealink rings). Other extensions can be marked to ring the person’s browser softphone.

From the desk-phone wizard

On Extensions & desk phones, Add desk phone has Assign to person (optional). Pick the user before Create & set up phone.

From Add extension (not a Yealink)

Use Add extension when the path is a cell, a SIP URI, or a softphone — not the Yealink wizard.

1. Extension digits and Label.
2. Dial type: - Cell / outside number — Dial target like +13125551212 - Desk phone (SIP) — filled in when you set up a desk phone - Person’s browser softphone — pick the person; they must be provisioned
3. Click Create.

Callers reach that person when the Inbound IVR transfers to the extension, or when they dial the extension digits (default welcome, or when Also let callers dial an extension and press # is on).