01/19/18 20:42 PM  

RingCentral Contact Center Create/Edit a New Single User

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SummaryHow to Create or Edit a new single user?
Details
Required security profile permissions: Users Create (or Edit).

Overview

When you create new user profiles in your environment, you have the option to create new individual users or to upload multiple new user accounts at the same time. Likewise, when you edit an existing user, you can choose to modify one at a time or to modify many at the same time. This topic provides instructions for creating single users in the Central interface. 

Step 1:

Click Admin>Users>Users.

Step 2:

If you are creating a new user, click Create New and select Single User.

NOTE: You can also create a new user based on an existing user's profile, only modifying the fields you want to change for the new user. 

Step 3:

If you are editing an existing user, use the page links on the bottom of the table, or the search feature at the top, to locate the user you want to copy and click anywhere in the row corresponding to that user. Click the Edit button.

Step 4:

Fill out at least the required fields, indicated with a red asterisk: First Name, Last Name, Team, Security Profile, Email, Username, User Will Use (timezone), Country, and City. If the fields are available, set the password using the Password and Confirm Password fields. Fill in any optional fields you want to add to the user profile. 

Step 5:

If you are creating a new user, click Create User. If you are editing an existing user, click Done.

Step 6:

If you are creating a new user, click Next. If you are editing an existing user and want to modify the user's system settings, click System then click Edit. Set the user's dialing pattern and restrictions per media type as needed. 

Step 7:

Click the Skills tab to add skills to the user or to remove skills from the user. Remember to set the user's proficiency level and click Save Proficiencies.

OPTIONAL: If you use Contact Center WFO, click the Groups tab to add the user to, or remove the user from, groups.
OPTIONAL: If you want to write any special notes about the user, click the Notes tab, then click Edit. Write the notes in the text box and click Done.

Step 8:

Click << Back to Users to return to the Users table.
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