02/23/18 19:43 PM  

Setting Up Your RingCentral Online Account Using the Admin Express Setup

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SummaryHow do I set up my RingCentral Online Account Using the Express Setup?
Details
Account Administrators can now set up their account using the Express Setup. Once the account has been created, the Admins will receive an email that contains a link to the account activation page and the Express Setup.  

NOTE:  The activation link will only be available for 48 Hours.

The Express Setup will assist Admins with setting up their Company Details and Phone System. Below are the steps involved:
 

Step 1:

Step 2:

Step 3:

Step 4:


Activate your account and set up Account Security

Step 1:

Click the activation link from your email.
 
welcome email

Step 2:

Enter the Mobile Number that will be used for authentication. You will receive a call and be given the Verification code to enter. Click Next.

mobile authentiator


Step 3:

Create a Password used to log in to your online account. Follow the Password Criteria when creating a password. Once done, click Continue.
 
enter password


Step 4:

Create a PIN used to check your voicemail messages via the phone. Follow the PIN Criteria when creating a PIN. Once done, click Continue.

enter pin


Step 5:

Select a Security Question and enter your Answer. Once done, tick the check box to accept the conditions and then, click Continue.
 
enter security question
 
Your account is now activated.  Continue with the steps below to set up your RingCentral System.

[Back to Express Setup Steps]
 

Set up your RingCentral System​

set up account

Set up your Users

Setting up this section allows you and your Users to do the following:
 
Assign an extension to each user
Allow Users to set up their own extension settings.
Select a User to be the operator
Allow Callers reach your Users by the dial-by-name directory
 
NOTE:  You may skip the steps any time.


Step 1:

Click Set Up Now.

setup user information


Step 2:

Enter the necessary information for your Users. Click Next

enter user details

Set up your Company Greeting

Callers will hear a default company greeting when they dial your company number.  Click Keep Default to
keep the default greeting or record a customized one. Follow the steps below to know how.

NOTE:  You may skip the steps any time. The instructions


Step 1:

Click Customize.

setup Company Greeting

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

Record over the Phone

Step 1:

Enter your phone number in the Call Me At field and click Call. RingCentral will call you to record your custom greeting over the phone.

User-added image


Step 2:

Your custom greeting will be recorded and activated. Once done recording, click Save.

User-added image

NOTE: Press the play button to listen and press to re-record your custom greeting.

Import Audio File

Step 1:

Click Browse. Select your audio file.

Step 2:

Click Attach.

Step 3:

Once done, click Save.

You have now set up your Company Greeting. You will then proceed to set up your Operator Extension.


Set up your Operator Extension

When callers dial your company number and press 0, they will be routed to your assigned operator by default. You can click Keep Default to keep the default operator or change your operator. Follow the steps below.

NOTE:  You may skip the steps any time.


Step 1:

Click Change Operator.

change operator extension


Step 2:

Select a User and then, click Save.

select extension to use


Step 3:

Click Got It.

finish setting up operator extension

NOTE: If the phone is not answered, the assigned user will receive all company voicemail messages.

You have now changed your operator voice mail. You will now proceed to set up your personal information.


Set up your Phone System


Set up My Info

Step 1:

Click the Pencil button on My Info  to edit your information and fill in the necessary information under Regional Settings. Click Continue.

setup my info

Step 2:

Fill in the necessary Details under Emergency Calling - Registered Location. Click Agree and Continue.

setup emergency address


Set up Call Forwarding

NOTE:  You may skip the steps any time.


Step 1:

You can click on Just ring my primary phone to route all incoming calls to your phone or click Yes, add
phones
to set up another phone to receive calls.

add phones


Step 2:

On the Add Phone Numbers window, click the drop down arrow to select the phone.
 

add phone


You can also click the Add Additional Phones button to add other phones. Click the x button to delete. Click Next when done.

Step 3:

On the Call Handling window, select whether Simultaneously or Sequentially to set the order on how you
would like your services to answer incoming calls. Click Next when done.

Ring Simultaneously or Sequentially

NOTE: You can click on Just ring my primary phone to proceed on setting up Voicemail Greeting.
 

Set up Voicemail Greeting

Callers will hear a default company greeting when they dial your company number.  Click Keep Default to keep the default greeting or record a customized one. 

NOTE:  You may skip the steps any time.


Step 1:

Click Custom. You can either Record the Phone or Import an audio file.

 setup custom voicemail greeting

Record over the Phone

Step 1:

Enter your phone number and click Call. RingCentral will call you to record your custom greeting over the phone.

record over phone

Step 2:

Your custom greeting will be recorded and activated. Press the Play button to listen and press to re-record your custom greeting.

Step 3:

Once done recording, click Save.
 

Import Audio File

Step 1:

Click Browse. Select your audio file.

Step 2:

Click Attach.


Step 3:

Once done, click Save.
 
You will then be asked to review your details. Click Next.
 


Review

You can still review the following details by clicking Change any time to modify your information. If you don't have changes or when done reviewing, scroll down and click Confirm Setup.

review information
 
You have now finished the setup. you have the option where you can download the mobile appsGlip and  RingCentral Desktop App. Click Finish to exit.
 
other ringcentral apps

Congratulations! You have now completed the initial set up for your RingCentral phone.

Click the Schedule Now button to schedule an implementation appointment.  An Implementation Advisor will train, explain, guide and assist you at no additional cost. You can also click the Go To My Account button to view additional settings, configuration options and access your full account to the RingCentral website

NOTE:  You can also click on the link provided to schedule an implementation appointment at the beginning of the setup.

finish setup


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