02/15/18 20:32 PM  

RingCentral Multi-Site Support: Configure User Roles & Permissions

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SummaryHow do I configure Roles & Permissions with Multi-Site support enabled?
Details

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. Click on links below to learn more.

Creating a Custom Role
Assigning a Role to User/s
Assigning a Role via the User Details


Creating a Custom Role

This section shows how the Administrator 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 for guidelines on creating other custom roles.


Step 1: 

Click Users.

Click Users.


Step 2: 

Click Roles.

Click Roles.


Step 3:

Click New Role.

Click New Role.


Step 4:

Select a role from the list, then click Next.

NOTE: Both predefined and existing custom roles on all sites available as a starting point.

Select a role from the list, then click Next.


Step 5:

Enter the Name and Description of the Role, then click Next.

Enter the Name and Description of the Role, then click Next.


Step 6:

Check the permissions that need to be granted for this role. Uncheck the permissions that need to be removed. 

Multi-Site Permissions are found at the bottom, check Site Management and Site Call Log.

Click Create Role to proceed.

Check the permissions that need to be granted for this role. Uncheck the permissions that need to be removed. Click Create role to proceed.


Step 7:

You may proceed to assign Users or select to assign later.

Click Assign to continue assigning Users or click Later to assign Users later.


Assigning a Role to User/s


Step 1: 

Check the User/s that need to be assigned to the role.

Check the User/s that need to be assigned to the role.


Step 2: 

For each selected User, set the Role Domain to either Company or Sites.

On the Role Domain column, select Company to allow the selected User to have the same permissions on the company level and all sites.

On the Role Domain column, select Company to allow the selected User to have the same permissions on the company level and on all sites.


Select Sites, then check which sites the selected User's role will apply to.

Select Sites, then check which sites the selected User's role will apply to.


Step 3: 

Click Assign.

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.


Assigning a Role via the User details


Step 1:

Click Users.

Click Users.


Step 2:

Click the User whose role and permissions need to be modified.

Click the User whose role and permissions need to be modified.


Step 3:

Click User Details.

Click User Details.


Step 4:

Click the Settings & Permissions tab.

Click the Settings & Permissions tab.


Step 5:

Click Edit below Roles.

Click Edit below Roles.


Step 6:

Select the Role, then select either Company or Site(s) for the Role Domain.

Company
Site(s)


When Company is selected for the Role Domain

After selecting Company, click Save.

After selecting Company, click Save.


When Site(s) is selected for the Role Domain

NOTE: Review the permissions granted to make sure you are selecting the appropriate Role.

After selecting Site(s), click Edit Sites. Click Save to complete your changes.

After selecting Site(s), click Edit Sites.


Select the Site/s where the selected User is assigned to, then click Save.

Select the Site/s where the selected User is assigned to, then click Save.


Select the Site/s where the selected User is assigned to, then click Save.

User-added image


Click Save.

Click Save.

 

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