07/20/17 20:30 PM  

Group managers Overview

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SummaryHow do I view the Group manager Interface? How do I view the User group's Call Log and Reports? How do I edit the User settings of my group members?
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The RingCentral User groups feature enables an organization to organize the account according to the organization's hierarchy. The Account Administrator (Super Admin) creates a User group and assigns a Group manager. A User group Manager automatically inherits certain permissions that work in combination with his current role as a User, and has access to Users, Reports, and Call Log menus.

Users menu 

Group managers can access and modify the group members' settings by selecting a User from the User list. 

Group managers can access and modify the group members' settings by selecting a User from the User list.

Reports menu 

Group managers can access the group members' historical phone system usage by clicking Reports. Different types of Reports can be accessed, generated, saved, or exported.

For more information about Reports, check RingCentral Reports Overview.

Reports menu

Call Log menu 

Group managers can access the Call Log menu to view the complete record of incoming and outgoing calls and faxes made by the User group's members. Group managers can also save report views and set Call Log reports to be sent on a specified schedule.

For more information about Call Logs, check Call Log Overview.

Call Log menu

This article discusses how Group managers can access and manage a User group on the RingCentral Online account.

Click on links below to learn more:
 
User groups Overview - for more information about User groups.

Viewing and Modifying User Settings

Step 1:

Step 2:

On Users > User list: click the name of the User whose settings need to be changed.

On Users > User list: click the name of the User whose settings need to be changed.

Step 3:

Click the menu that needs to be modified for the selected User/member.

Click the menu that needs to be modified for the selected User/member.

NOTE: Refer to the tables below to learn about how each setting can be configured.
 
Group managers can modify the following User settings, as permitted by his/her current role:
 
User-added imageGroup managers and Administrators (Super Admins and User Admins) can edit the following settings.

Click on links below to learn more. 

NOTE: Follow the steps for the Administrator.

• Screening, Greeting & Hold Music

• Call Handling & Forwarding

• Messages & Notifications

• Outbound Caller ID

• Outbound Fax Setting
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Viewing the Group Members' Call Log

Group managers can view the User group members' complete record of incoming and outgoing phone calls. Information such as the name of the caller, number or extension dialed, date, time, and duration of the call can be pulled up from Call Log.

Follow the steps below to access a group member's Call Log.

Step 1:

Step 2:

Click Call Log.

Click Call Log.

Step 3:

You can now view your group members' Call Logs. 

NOTE: Check Call Log Overview for information on how to customize and filter your Call Log view, how to interpret the Call Log, and to learn the other features of Call Log.
 
View or customize the User group members' Call Log.
 

Viewing the Group Members' Reports/ Historical Reports

Group managers can view the User group members' Reports / Historical Reports to view usage analysis and trending metrics in an easy-to-read graphical format.
 
NOTE: Group managers will still have access to all their past custom view Reports. However, the Reports filters will now display only the Users that are currently in the User group. The Group managers will have the ability to:
 
• remove Users that were saved to the custom view but are no longer members of the group.
• add new members of the User group who were not previously saved to the custom view,

Follow the steps below to access the User group's Reports.

Step 1:

Step 2:

Click Reports.

Click Reports.

Step 3:

You can now view your group members' Reports. 
 
Click on links below to learn more:
 
RingCentral Reports Overview - check to learn more about the Reports feature.
Accessing and Generating a Report in your RingCentral Online account - click to learn how you can access and generate a Report for a specific group member or for all members of the User group.
Saving and Exporting a Report in your RingCentral Online account - click to learn how you can save and export a Report for a specific group member or for all members of the User group.

 

See Also: 

User groups Overview 
User Roles and Permissions 
Updating the User Information and Details on your RingCentral Online account 
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