> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Phone Line Settings Details

> Name each Engage phone line in FieldPulse, control call recording and AI call summaries, and assign the users and managers who staff the line.

> **Who uses this:** Admins and Team Managers who manage Engage phone lines. **Availability:** Engage add-on · United States and Canada.

Phone line settings are the per-line controls in [Engage](https://www.fieldpulse.com/features/engage) that name a phone line, turn call recording and call transcripts on or off, and assign the users and managers who staff the line. To reach them, go to **Engage > Settings > Phone Numbers**, then select a phone number.

## Overview

Every Engage phone line has its own set of settings, and they fall into two groups. The line settings cover the line itself: an internal name only your team sees, a call recording toggle with a customer-notification sub-option, and a toggle for AI-generated call summaries and transcripts. The people settings attach two kinds of users to the line: the assigned users who work the line day to day and the managers who oversee it. The tables below define each setting and what it controls.

## Line settings

Three settings control how a phone line is named and recorded.

| **Setting**                               | **What it controls**                                                                                                                                                                                                                                                                                                                                                                                                                                      |
| ----------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Friendly Name**                         | An internal name for the line, used by your team only — it does **not** appear on caller ID. Examples: "Main Office Line," "Sarasota Location," "Ryan's Line."                                                                                                                                                                                                                                                                                            |
| **Record Calls**                          | When turned on, automatically records all inbound and outbound calls conducted through Engage. A sub-option, **Play audio to inform the customer of the recorded call**, tells the caller the call is recorded for quality and training purposes; it defaults to **On** because some states require that you notify customers when they are being recorded. If you turn the sub-option off, it is your responsibility to disclose the recording verbally. |
| **Enable Call Summaries and Transcripts** | Controls whether calls on the line get an AI-generated transcript and summary. The toggle sits below **Record Calls**, appears only while **Record Calls** is turned on, and defaults to **On** for any line that has call recording enabled.                                                                                                                                                                                                             |

## Users and managers

Two lists on each phone line control who works it: **Assigned Users (Primary Line)** and **Managers**. Each Engage user is assigned to one primary line but can manage multiple lines, and the two roles carry different capabilities.

| **Role on the line**              | **What it can do**                                                                                                                                                                                                          |
| --------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Assigned Users (Primary Line)** | Each user in Engage must be assigned to one line. On the assigned line, a user can answer incoming and make outgoing calls, listen to voicemails, send and receive text messages, and receive notifications about the line. |
| **Managers**                      | A user has one primary line but can be a manager of multiple lines. A manager can view all activity on the line — including voicemails — view and send text messages, and make and answer calls.                            |

## Notes & limitations

* **One primary line, many managed lines.** A user has one primary line assignment but can manage multiple lines. Managing a line is separate from being assigned to it.

* **The recording notification defaults to On.** Some states require that you notify customers when they are being recorded, so **Play audio to inform the customer of the recorded call** is on by default. If you turn the sub-option off, disclosing the recording verbally is your responsibility.

* **The Friendly Name is internal only** and never appears on caller ID. To control what customers see on outbound calls, see [Setting Up Caller ID](/add-ons/engage/caller-id).

* **Turning off Record Calls also turns off Call Summaries and Transcripts** for the line, because transcription requires the call recording. Turning off **Enable Call Summaries and Transcripts** on its own stops future calls on the line from generating a transcript or summary; transcripts and summaries already generated for past calls are not affected.

* **What a user can do on a line depends on their FieldPulse role.** Admins, Team Managers, and Service Agents have different levels of Engage access — see [Engage User Roles Details](/add-ons/engage/user-roles).

## Related articles

* [Engage Overview](/add-ons/engage/overview)

* [Engage User Roles Details](/add-ons/engage/user-roles)

* [Setting Up Call Routing](/add-ons/engage/call-routing)

* [Setting Up Caller ID](/add-ons/engage/caller-id)

* [Setting Up Ring Duration](/add-ons/engage/ring-duration)

* [Setting Up Voicemail](/add-ons/engage/voicemail)

* [Setting Up Working Hours](/add-ons/engage/working-hours)


## Related topics

- [Engage User Roles Details](/add-ons/engage/user-roles.md)
- [Setting Up Call Transcripts and Summaries](/add-ons/engage/call-transcripts-summaries.md)
- [Engage Phone System](/add-ons/engage/index.md)
- [Setting Up Call Routing](/add-ons/engage/call-routing.md)
