12/07/17 18:36 PM  

Users Tab Overview

« Go Back

Article

 
SummaryGetting to know the User section of the RingCentral online account
Details
The Users tab of your RingCentral Online account allows Administrators to edit the User's settings, update Roles and Permissions, edit User Groups and create Templates.
 
Users tab


Click on the links below to learn more about the Users tab of your RingCentral Online account.
 
User list
 
Displays the list of Users with Extensions and Unassigned Extensions. Under the User list Administrators can add or disable a User by clicking on the Add User button or Disable link.
 
Roles
 
Administrators may assign Roles to Users which has Permissions that is based on a job function.
 
User Groups
 
The RingCentral User Groups feature allows you to organize your users under a specific group to be managed by a single group manager.
 
Templates
 
Templates allow an Account Administrator to implement a set of configuration to multiple users at once through the RingCentral Online account, reducing repetitive actions by applying same settings to a group of users.
 

 

User list


The User list section displays the list of Users in your company. Administrators can select a User from the list and update their settings.


Users With Extensions


Displays Users with Extensions, allows Administrators to add a User, download the User list, and Disable Users. The User list also shows the status of the Users whether they have been Enabled or are Not Activated yet.

QUICK TIP: To download the User list click Download User List. The User list will be in excel format. Administrators can use this feature to create a company directory or to perform an audit of users.


Unassigned Extensions


View unassigned extensions, Assign an extension to a user, or Delete an unused extension.


User Details


Admins can change or update the User's information, User hours, time zone, and language settings in their online account. Under User Details, select the information you want to change.

See Setting User Details for more information.
 
User Details

 
Administrators can easily manage multiple Users at once. Click the More button right next to Download User List, then click Edit User Information.
 
User-added image

 
The Users template can then be downloaded then edited. You can also upload an already filled out template.
 
User-added image

Roles


User Roles give Admins the ability to control what users can do within the system, without giving full admin 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.
 
The Predefined User Roles and Permissions feature is available to all RingCentral Office customers. The Custom Roles and Permissions feature is available to Office Premium and Ultimate ONLY up to 2 or more Users.

See User Roles and Permissions for more information.

user roles and permissions
 

User Groups


The User groups feature allows you to organize your users under a specific group to be managed by a single group manager.

See User Groups Overview to learn more about this feature.

See Managing a User Group to learn about how Group managers can to access or manage User groups using the RingCentral Online account.
 
user groups
 

Templates


Templatesallow an Account Administrator to implement a set of configuration to multiple users at once through the RingCentral Online account, reducing repetitive actions by applying same settings to a group of users.

See User Templates Overview to learn more about this feature.
 
templates overview

 

See Also

Extensions Frequently Asked Questions

Ranking
Was this information helpful?
Yes
No
Somewhat

Tell us why and what can we do to improve this information