08/31/18 19:29 PM  

RingCentral for Salesforce App - Add Users to Call Center

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SummaryThis article provides information on how to add Users to Call Center. RingCentral for Salesforce provides seamless integration between Salesforce.com and your RingCentral services to enable improved customer retention, greater agent productivity, and advanced business processes.

Users will not have access to RingCentral for Salesforce until the administrator adds them to the Call Center as detailed below.
Details

 

RingCentral for Salesforce App - Add Users to Call Center


NOTE: Users will not have access to RingCentral for Salesforce until the administrator adds them to the Call Center as detailed below.

 

1. Go to Setup, search for Call Centers using Quick Find, then click Call Centers.

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2. Click Cloud Phone App.

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3. Click Manage Call Center Users.

NOTE: It is not necessary to edit the Call Center definition.

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4. Click Add More Users.

NOTE: You cannot add Users that are already added to another call center. Please remove them from that call center before you can add them in the Cloud Phone App.

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5. Select Filters, then click Find.

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6. Select a User, then click Add to Call Center.

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The User is now added and can already use the RingCentral for Salesforce.


 

See Also:


RingCentral for Salesforce App | Set up
RingCentral for Salesforce App - Install
RingCentral for Salesforce App - Configure Call Center
RingCentral for Salesforce App - Set up Softphone Layout
RingCentral for Salesforce App - Launch in Lightning View
RingCentral for Salesforce App - Set up Preset Call Dispositions
RingCentral for Salesforce App - Share Report Folders with Users
RingCentral for Salesforce App - Access Admin UI 
RingCentral for Salesforce App - Allow Users to access Call Recordings
RingCentral for Salesforce App - Add Call and SMS options
RingCentral for Salesforce App - Troubleshooting Guide | Admin

 
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