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We’ve introduced a structured framework for managing global telephony through organizational building blocks known as Sites. By default, all users provisioned within Talkdesk Workspace do not belong to a Site. Consequently, establishing these entities is a prerequisite for centrally managing telephony settings and ensuring that every user inherits the correct geographic, dialing, and compliance policies.

Goal

The objective of this guide is to take an administrator through the comprehensive configuration of a Site. This process is divided into two primary phases: the initial creation of the Site entity and the subsequent definition of mandatory properties required to enable user and device assignments

Table of Contents

• Creating a Site
• Configuring General Details
• Configuring Users and Devices
• Configuring Call Restrictions
   

Creating a Site

By default, all users provisioned in Talkdesk Workspace do not belong to a Site. Sites are the fundamental organizational building blocks for centrally managing telephony settings.

1. Log in to the Talkdesk account as an Administrator.
2. Navigate to Admin [1] > Sites [2].
3. Click the Create site [3] button.

4. Fill in the mandatory fields and click Create.

Note: If the Country is the United States or Canada, the address must be specified in an emergency-calling-compliant format.

Configuring General Details

Once a Site is created, mandatory properties must be entered to allow the assignment of users or devices.

1. Select the General details [1] tab.
2. Click the Edit [2] button.

3. Fill out all mandatory fields. 

4. Enter the “Site Prefix” for intuitive internal dialing.
5. Select the “Default Outbound Caller ID” from the drop-down menu.
6. Edit the “Extension auto-assign range” to define the start and end values for extensions automatically assigned to users within this site.
7. Click Save in the top-right corner.

Note: The Site Prefix and Default Outbound Caller ID must be unique across all Sites.

Next Steps

With the foundation in place, day-to-day management or optimization can begin.

• To manage individual user settings, see Talkdesk Voice Settings | Sites: How to Use documentation.
   

Configuring Users and Devices

Once an Admin has configured a Site, users and SIP devices can be assigned to it. 

Assigned users and devices appear in the Users and Devices tabs of the Site.

All users and devices assigned to a Site automatically inherit its call restrictions. By default, when a Site is created, there are no restrictions applied, meaning all call types are permitted by default:

• Outbound PSTN Calling.
• Long Distance Calling
• International Calling
• Premium Rate Calling
• Inter-site Calls

Configuring Call Restrictions

Administrators can enable or disable call restrictions for different call types by navigating to the Call restrictions tab of a Site.

To enable or disable restrictions for specific call types 

• Go to the Call Restrictions tab [1] of the Site.
• Click on Edit [2]. 

Admins can also assign Call Patterns to a Site, including Number Manipulation Patterns and Custom Patterns. By default, all users and devices assigned to the Site inherit these patterns, which are applied to dial strings that match the configured criteria.

Call Pattern access can be overridden at the individual user or device level.