12/05/17 20:08 PM  

Setup Your Account Using the User Express Setup Tool

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SummaryHow do I use the Express Setup tool to setup my account?
Details
New Users can setup their account using the Express Setup tool. The account should have been created by the Administrator prior to this step. Once the account has been created, the user will receive an email that contains a link to the account activation page, and the Express Setup tool. Go ahead and click the link on the email.
 
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The Express Setup tool will assist users with setting up their User Info, Regional Settings, Call Forwarding Settings, and Voicemail Greetings. The account needs to be activated first before the user proceeds to Express Setup. This is done by setting up the security information of the account.

Activating the Account: Security Information
The Express Setup Tool  

Activating the Account: Security Information

Step 1:

Create Password. Follow the Password Criteria when creating a password. Once done, click Continue.
 
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NOTE: For Google tagged accounts you may skip setting up a RingCentral password and login to your account using your Google account. Go to RingCentral Login Integrations for more information about using google email as your login.

Step 2:

Create PIN. Follow the PIN Criteria when creating a PIN. Once done, click Continue.

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Step 3:

Choose a Security Question and Answer. Once done, click Continue.

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The Express Setup Tool

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Setting Up User Info

Step 1:

Click User Info.

Step 2:

Review User Info details, and edit as needed. Once done, click Continue.

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Step 3:

Review Regional Settings, and edit as needed. Once done, click Continue.

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Setting Up Call Forwarding

Step 1:

Click Add Phones.

NOTE: You can skip this step (optional). The tool will proceed to setting up voicemail.

Step 2:

Click Add Devices.

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Step 3:

Enter your forwarding numbers: Home, Mobile Others. Once done, click Next.

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Step 4:

Select your preferred Call Handling option: Simultaneously or Sequentially. If you select Sequentially, you can arrange the order of phone numbers by dragging up or down. Once done, click Save.

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If you need to edit this setting, click Change.

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Setting Up Voicemail Greeting

Step 1:

Click Customize.

NOTE: Optionally, you can select Keep Default.

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Step 2:

To use custom voicemail greeting, select Custom.

NOTE: You can either Record Over the Phone or Import an audio file.

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Record over the Phone

Step 1:

Enter your phone number.

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Step 2:

Click Call. RingCentral will call you to record your custom greeting over the phone.

Step 3:

Follow the prompts.

Step 4:

Once done recording, click Save.

Import Audio File

Step 1:

Click Browse. Select your audio file.

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Step 2:

Click Attach.

Step 3:

Once done, click Save.

Once everything is setup, click Finish Setup.

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You will then be redirected to a page where you can download the mobile apps, RingCentral Desktop App, and Glip. Once done, click Next.

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You are now done setting up your account. Click Go to My Account to start using RingCentral.

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