How to configure User Roles and Permissions for Multi-sites
User Roles give Administrators the ability to control what Users can do within the system, without giving full administrator access. A Role is a collection of Permissions which could be based on a job function. Permissions are assigned to Roles, and Roles are assigned to Users. When RingCentral Multi-Site Support is activated, there will be an additional configuration for Site-based roles and permissions. In order to allow Users to manage the site and view the site's call log, the Administrator must create a custom role, then assign the role to User/s.
IMPORTANT: Administrators and Administrators with User Management > Roles permission can create a custom role for a User in order to manage and view the call logs of a site.
NOTE: The Multi-Site and Custom Roles features are available to all RingCentral Office Premium and Ultimate customers in the US, Canada, and UK.
See User Roles and Permissions | RingCentral for more information about custom roles.
1. Create a custom role.
NOTE: Check Multi-Sites to select both Site Management and Sites Call Log, then click Create Role.
2. Click Assign.
3. Check the User/s that need to be assigned to the role.
4. Set the Role Domain/s for each selected User.
4. Click Assign.
NOTE: When a User is assigned the Super Admin role, the User gains the Super Admin permissions on the company level and all sites. If a User is assigned the User admin role or another Admin-related role, the User will only have their admin permissions on the designated sites; they will NOT have visibility into the site assets of any other locations.
TIP: You can also assign roles using the following methods:
• Assign Roles via Assigned Users
• Assign Role via User Details